Team Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Team Financial Group’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	–	Sell	-379	Closed	-$11K	–	212
2026 Q1	$11K	Buy	379 +1	+0.3%	+$30	0.01%	193
2025 Q4	$10.8K	Buy	378 +2	+0.5%	+$56	﹤0.01%	183
2025 Q3	$10.5K	Buy	376 +1	+0.3%	+$27	﹤0.01%	186
2025 Q2	$9.49K	Buy	+375	New	+$8.87K	﹤0.01%	181
2024 Q1	–	Sell	-368	Closed	-$8.7K	–	171
2023 Q4	$8.7K	Buy	368 +2	+0.5%	+$42	0.01%	120
2023 Q3	$7.58K	Buy	+366	New	+$8.03K	0.01%	123

Other funds holding SCHA

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

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Team Financial Group's SCHA Position: Q2 2026 in Review

Team Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 379 shares — an estimated $11K sold.

Team Financial Group first reported a position in SCHA in Q3 2023 and held it in 6 quarters. The position peaked at $11K in Q1 2026. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Team Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 379 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $11K.
Team Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and held it in 6 quarters.
Team Financial Group's Schwab U.S Small- Cap ETF position peaked at $11K in Q1 2026.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.