SSW
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Stone Summit Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stone Summit Wealth’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$622K Sell
17,202
-45
-0.3% -$1.49K 0.16% 91
2026
Q1 		$502K Sell
17,247
-1,517
-8% -$45.5K 0.14% 91
2025
Q4 		$534K Sell
18,764
-994
-5% -$28.1K 0.14% 93
2025
Q3 		$551K Sell
19,758
-771
-4% -$20.6K 0.16% 92
2025
Q2 		$519K Buy
20,529
+4,987
+32% +$118K 0.16% 99
2025
Q1 		$364K Buy
15,542
+879
+6% +$22.4K 0.12% 113
2024
Q4 		$379K Sell
14,663
-1,383
-9% -$36.8K 0.13% 113
2024
Q3 		$413K Hold
16,046
– – 0.13% 112
2024
Q2 		$381K Sell
16,046
-60
-0.4% -$1.42K 0.14% 110
2024
Q1 		$397K Buy
16,106
+2,850
+21% +$66.8K 0.14% 113
2023
Q4 		$313K Buy
+13,256
New +$279K 0.12% 120

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Stone Summit Wealth's SCHA Position: Q2 2026 in Review

Stone Summit Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.26% in Q2 2026, selling an estimated $1.49K and leaving 17,202 shares worth $622K. The position accounts for 0.16% of the portfolio, ranked #91.

Stone Summit Wealth first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Stone Summit Wealth held 17,202 shares of Schwab U.S Small- Cap ETF worth $622K as of Q2 2026.
  • Stone Summit Wealth sold 45 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.49K.
  • Schwab U.S Small- Cap ETF made up 0.16% of Stone Summit Wealth's portfolio in Q2 2026, its #91 holding.
  • Stone Summit Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Stone Summit Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.