SFP
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Strategic Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Strategic Financial Planning’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 		$21.9M Buy
+605,509
New +$20M 11.42% 2
2026
Q1 		– Sell
-704,165
Closed -$20.1M – 42
2025
Q4 		$20.1M Sell
704,165
-37,546
-5% -$1.06M 11.41% 2
2025
Q3 		$20.7M Sell
741,711
-21,046
-3% -$563K 11.99% 2
2025
Q2 		$19.3M Buy
762,757
+1,307
+0.2% +$30.9K 12.02% 2
2025
Q1 		$17.8M Buy
761,450
+508
+0.1% +$12.9K 12.3% 2
2024
Q4 		$19.7M Buy
760,942
+23,562
+3% +$627K 13.41% 2
2024
Q3 		$19M Sell
737,380
-22,682
-3% -$563K 12.55% 2
2024
Q2 		$18M Buy
760,062
+57,046
+8% +$1.35M 13% 2
2024
Q1 		$17.3M Buy
703,016
+27,012
+4% +$633K 12.95% 2
2023
Q4 		$16M Buy
676,004
+44,082
+7% +$929K 12.48% 2
2023
Q3 		$13.1M Buy
631,922
+9,482
+2% +$208K 12.05% 2
2023
Q2 		$13.6M Buy
622,440
+19,192
+3% +$400K 12.07% 2
2023
Q1 		$12.6M Buy
603,248
+15,462
+3% +$332K 11.56% 2
2022
Q4 		$11.9M Sell
587,786
-5,896
-1% -$121K 11.53% 2
2022
Q3 		$11.2M Buy
593,682
+634
+0.1% +$13.3K 11.68% 2
2022
Q2 		$11.6M Buy
593,048
+6,818
+1% +$146K 11.13% 2
2022
Q1 		$13.9M Sell
586,230
-66,570
-10% -$1.57M 11.54% 2
2021
Q4 		$16.7M Sell
652,800
-11,496
-2% -$297K 12.01% 2
2021
Q3 		$16.6M Buy
664,296
+7,316
+1% +$186K 12.17% 2
2021
Q2 		$17.1M Sell
656,980
-39,888
-6% -$1.02M 12.35% 2
2021
Q1 		$17.4M Buy
696,868
+43,824
+7% +$1.08M 12.95% 2
2020
Q4 		$14.5M Sell
653,044
-30,108
-4% -$599K 12.73% 2
2020
Q3 		$11.7M Buy
683,152
+13,628
+2% +$235K 12.14% 2
2020
Q2 		$10.9M Sell
669,524
-44,772
-6% -$670K 12.18% 2
2020
Q1 		$9.2M Sell
714,296
-53,052
-7% -$902K 12.18% 2
2019
Q4 		$14.5M Buy
+767,348
New +$13.9M 14.11% 2

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

Strategic Financial Planning's SCHA Position: Q2 2026 in Review

Strategic Financial Planning opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 605,509 shares worth $21.9M. The stake represents 11.42% of the portfolio and ranks #2 among its holdings. This is a return to the name: Strategic Financial Planning previously reported a position in SCHA as recently as Q4 2025.

Strategic Financial Planning first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Strategic Financial Planning held 605,509 shares of Schwab U.S Small- Cap ETF worth $21.9M as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Strategic Financial Planning position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 11.42% of Strategic Financial Planning's portfolio in Q2 2026, its #2 holding.
  • Strategic Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.