TMWM
SCHA icon

Taylor & Morgan Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Taylor & Morgan Wealth Management’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 		$215K Buy
+5,939
New +$196K 0.11% 81

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Taylor & Morgan Wealth Management's SCHA Position: Q2 2026 in Review

Taylor & Morgan Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 5,939 shares worth $215K. The stake represents 0.11% of the portfolio and ranks #81 among its holdings.

673 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Taylor & Morgan Wealth Management held 5,939 shares of Schwab U.S Small- Cap ETF worth $215K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Taylor & Morgan Wealth Management position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.11% of Taylor & Morgan Wealth Management's portfolio in Q2 2026, its #81 holding.
  • 673 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.