TWG
SCHA icon

The Wealth Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

The Wealth 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 		$2.7M Buy
74,640
+21
+0% +$694 0.52% 24
2026
Q1 		$2.17M Sell
74,619
-411
-0.5% -$12.3K 0.49% 24
2025
Q4 		$2.14M Sell
75,030
-2,418
-3% -$68.3K 0.48% 24
2025
Q3 		$2.16M Sell
77,448
-1,569
-2% -$42K 0.5% 26
2025
Q2 		$2M Sell
79,017
-956
-1% -$22.6K 0.51% 25
2025
Q1 		$1.87M Sell
79,973
-1,288
-2% -$32.8K 0.55% 23
2024
Q4 		$2.1M Sell
81,261
-481
-0.6% -$12.8K 0.61% 20
2024
Q3 		$2.1M Sell
81,742
-602
-0.7% -$14.9K 0.61% 20
2024
Q2 		$1.95M Sell
82,344
-898
-1% -$21.3K 0.59% 20
2024
Q1 		$1.9M Hold
83,242
– – 0.58% 21
2023
Q4 		$1.9M Buy
+83,242
New +$1.75M 0.63% 22

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

The Wealth Group's SCHA Position: Q2 2026 in Review

The Wealth Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.03% in Q2 2026, buying an estimated $694 and bringing the position to 74,640 shares worth $2.7M. The position accounts for 0.52% of the portfolio, ranked #24.

The Wealth Group first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • The Wealth Group held 74,640 shares of Schwab U.S Small- Cap ETF worth $2.7M as of Q2 2026.
  • The Wealth Group bought 21 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $694.
  • Schwab U.S Small- Cap ETF made up 0.52% of The Wealth Group's portfolio in Q2 2026, its #24 holding.
  • The Wealth Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.