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

Summit Financial Wealth Advisors’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	$2.47M	Buy	68,406 +479	+0.7%	+$15.8K	0.32%	49
2026 Q1	$1.98M	Sell	67,927 -1,995	-3%	-$59.8K	0.28%	54
2025 Q4	$1.99M	Buy	69,922 +3,962	+6%	+$112K	0.29%	54
2025 Q3	$1.84M	Buy	65,960 +3,720	+6%	+$99.5K	0.29%	50
2025 Q2	$1.57M	Buy	62,240 +2,459	+4%	+$58.1K	0.28%	48
2025 Q1	$1.4M	Buy	59,781 +4,194	+8%	+$107K	0.28%	47
2024 Q4	$1.47M	Buy	55,587 +26,135	+89%	+$695K	0.29%	49
2024 Q3	$758K	Buy	29,452 +16,530	+128%	+$410K	0.14%	71
2024 Q2	$307K	Buy	12,922 +3,458	+37%	+$82K	0.06%	104
2024 Q1	$233K	Buy	+9,464	New	+$222K	0.05%	121

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Summit Financial Wealth Advisors's SCHA Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.71% in Q2 2026, buying an estimated $15.8K and bringing the position to 68,406 shares worth $2.47M. The position accounts for 0.32% of the portfolio, ranked #49.

Summit Financial Wealth Advisors first reported a position in SCHA in Q1 2024 and has held it in 10 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Summit Financial Wealth Advisors held 68,406 shares of Schwab U.S Small- Cap ETF worth $2.47M as of Q2 2026.
Summit Financial Wealth Advisors bought 479 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $15.8K.
Schwab U.S Small- Cap ETF made up 0.32% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #49 holding.
Summit Financial Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 10 quarters since.
272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.