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

Tempus Wealth 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	$1.61M	Buy	44,699 +2,444	+6%	+$80.8K	0.32%	89
2026 Q1	$1.23M	Buy	42,255 +682	+2%	+$20.4K	0.28%	104
2025 Q4	$1.18M	Buy	41,573 +1,540	+4%	+$43.5K	0.27%	102
2025 Q3	$1.12M	Buy	40,033 +2,446	+7%	+$65.4K	0.26%	106
2025 Q2	$951K	Buy	37,587 +2,439	+7%	+$57.7K	0.24%	114
2025 Q1	$824K	Buy	35,148 +877	+3%	+$22.4K	0.25%	112
2024 Q4	$886K	Buy	34,271 +595	+2%	+$15.8K	0.27%	99
2024 Q3	$867K	Buy	33,676 +34	+0.1%	+$844	0.32%	86
2024 Q2	$798K	Buy	33,642 +860	+3%	+$20.4K	0.33%	85
2024 Q1	$807K	Sell	32,782 -32	-0.1%	-$750	0.36%	80
2023 Q4	$775K	Buy	32,814 +3,374	+11%	+$71.1K	0.34%	80
2023 Q3	$610K	Buy	29,440 +130	+0.4%	+$2.85K	0.31%	76
2023 Q2	$642K	Buy	29,310 +1,848	+7%	+$38.5K	0.29%	90
2023 Q1	$576K	Buy	27,462 +4,548	+20%	+$97.8K	0.28%	87
2022 Q4	$464K	Buy	+22,914	New	+$470K	0.28%	101

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Tempus Wealth Planning's SCHA Position: Q2 2026 in Review

Tempus Wealth Planning increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.8% in Q2 2026, buying an estimated $80.8K and bringing the position to 44,699 shares worth $1.61M. The position accounts for 0.32% of the portfolio, ranked #89.

Tempus Wealth Planning first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Tempus Wealth Planning held 44,699 shares of Schwab U.S Small- Cap ETF worth $1.61M as of Q2 2026.
Tempus Wealth Planning bought 2,444 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $80.8K.
Schwab U.S Small- Cap ETF made up 0.32% of Tempus Wealth Planning's portfolio in Q2 2026, its #89 holding.
Tempus Wealth Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.