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Summit Wealth & Retirement Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Summit Wealth & Retirement 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 		$22.2M Buy
614,388
+20,448
+3% +$676K 4.7% 6
2026
Q1 		$17.3M Buy
593,940
+13,480
+2% +$404K 4.12% 7
2025
Q4 		$16.5M Buy
580,460
+3,065
+0.5% +$86.6K 3.89% 8
2025
Q3 		$16.1M Sell
577,395
-22,224
-4% -$594K 3.96% 7
2025
Q2 		$15.2M Sell
599,619
-15,933
-3% -$377K 4.07% 8
2025
Q1 		$14.4M Buy
615,552
+24,649
+4% +$628K 4.42% 8
2024
Q4 		$15.3M Buy
590,903
+2,339
+0.4% +$62.2K 4.73% 6
2024
Q3 		$15.2M Buy
588,564
+14,400
+3% +$358K 4.84% 8
2024
Q2 		$13.6M Buy
574,164
+18,016
+3% +$427K 4.64% 7
2024
Q1 		$13.7M Buy
556,148
+45,228
+9% +$1.06M 4.88% 6
2023
Q4 		$12.1M Buy
510,920
+24,556
+5% +$518K 5.1% 6
2023
Q3 		$10.1M Buy
486,364
+29,908
+7% +$656K 4.05% 10
2023
Q2 		$10M Buy
456,456
+30,590
+7% +$638K 3.93% 10
2023
Q1 		$8.93M Buy
425,866
+28,712
+7% +$617K 3.34% 9
2022
Q4 		$8.04M Sell
397,154
-34,220
-8% -$701K 3.27% 9
2022
Q3 		$8.15M Buy
431,374
+53,084
+14% +$1.11M 3.24% 10
2022
Q2 		$7.38M Buy
378,290
+36,242
+11% +$775K 2.83% 9
2022
Q1 		$8.1M Sell
342,048
-44,628
-12% -$1.05M 2.86% 8
2021
Q4 		$9.9M Buy
386,676
+29,952
+8% +$775K 3.38% 7
2021
Q3 		$8.93M Buy
356,724
+34,828
+11% +$884K 3.27% 7
2021
Q2 		$8.38M Sell
321,896
-580
-0.2% -$14.8K 3.1% 8
2021
Q1 		$8.04M Sell
322,476
-4,160
-1% -$102K 2.99% 8
2020
Q4 		$7.27M Sell
326,636
-644
-0.2% -$12.8K 2.76% 9
2020
Q3 		$5.59M Sell
327,280
-196
-0.1% -$3.37K 2.4% 10
2020
Q2 		$5.35M Buy
327,476
+5,440
+2% +$81.5K 2.51% 10
2020
Q1 		$4.15M Sell
322,036
-65,256
-17% -$1.11M 2.22% 10
2019
Q4 		$7.32M Buy
387,292
+10,120
+3% +$183K 3.26% 8
2019
Q3 		$6.58M Buy
377,172
+8,492
+2% +$150K 3.97% 5
2019
Q2 		$6.59M Buy
368,680
+1,112
+0.3% +$19.7K 3.85% 5
2019
Q1 		$6.43M Sell
367,568
-21,540
-6% -$369K 3.82% 5
2018
Q4 		$5.9M Buy
+389,108
New +$6.58M 4.48% 5

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

Summit Wealth & Retirement Planning's SCHA Position: Q2 2026 in Review

Summit Wealth & Retirement Planning increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.4% in Q2 2026, buying an estimated $676K and bringing the position to 614,388 shares worth $22.2M. The position accounts for 4.7% of the portfolio, ranked #6.

Summit Wealth & Retirement Planning first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Summit Wealth & Retirement Planning held 614,388 shares of Schwab U.S Small- Cap ETF worth $22.2M as of Q2 2026.
  • Summit Wealth & Retirement Planning bought 20,448 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $676K.
  • Schwab U.S Small- Cap ETF made up 4.7% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #6 holding.
  • Summit Wealth & Retirement Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.