TWM
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Thrive Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Thrive 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 		$603K Sell
16,688
-911
-5% -$30.1K 0.08% 120
2026
Q1 		$512K Sell
17,599
-481
-3% -$14.4K 0.08% 120
2025
Q4 		$515K Buy
18,080
+1,219
+7% +$34.4K 0.08% 127
2025
Q3 		$470K Sell
16,861
-739
-4% -$19.8K 0.07% 132
2025
Q2 		$445K Buy
17,600
+1,712
+11% +$40.5K 0.07% 132
2025
Q1 		$372K Sell
15,888
-3,942
-20% -$100K 0.07% 139
2024
Q4 		$513K Buy
19,830
+4,848
+32% +$129K 0.09% 117
2024
Q3 		$386K Buy
14,982
+40
+0.3% +$993 0.07% 143
2024
Q2 		$355K Sell
14,942
-2,138
-13% -$50.7K 0.07% 151
2024
Q1 		$421K Sell
17,080
-2,142
-11% -$50.2K 0.09% 125
2023
Q4 		$454K Buy
19,222
+7,862
+69% +$166K 0.1% 110
2023
Q3 		$235K Buy
11,360
+786
+7% +$17.2K 0.06% 153
2023
Q2 		$232K Sell
10,574
-35,354
-77% -$737K 0.06% 161
2023
Q1 		$963K Sell
45,928
-6,784
-13% -$146K 0.25% 45
2022
Q4 		$1.07M Buy
52,712
+5,374
+11% +$110K 0.31% 39
2022
Q3 		$895K Sell
47,338
-22,808
-33% -$477K 0.31% 40
2022
Q2 		$1.37M Buy
70,146
+8,644
+14% +$185K 0.48% 30
2022
Q1 		$1.46M Buy
61,502
+21,694
+54% +$512K 0.43% 32
2021
Q4 		$1.02M Buy
+39,808
New +$1.03M 0.35% 34

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

Thrive Wealth Management's SCHA Position: Q2 2026 in Review

Thrive Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.2% in Q2 2026, selling an estimated $30.1K and leaving 16,688 shares worth $603K. The position accounts for 0.08% of the portfolio, ranked #120.

Thrive Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q1 2022. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Thrive Wealth Management held 16,688 shares of Schwab U.S Small- Cap ETF worth $603K as of Q2 2026.
  • Thrive Wealth Management sold 911 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $30.1K.
  • Schwab U.S Small- Cap ETF made up 0.08% of Thrive Wealth Management's portfolio in Q2 2026, its #120 holding.
  • Thrive Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.46M in Q1 2022.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.