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

Topsail 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	$305K	Buy	8,429 +1,020	+14%	+$33.7K	0.04%	136
2026 Q1	$215K	Hold	7,409	–	–	0.03%	163
2025 Q4	$211K	Hold	7,409	–	–	0.03%	155
2025 Q3	$207K	Hold	7,409	–	–	0.04%	150
2025 Q2	$187K	Hold	7,409	–	–	0.03%	149
2025 Q1	$174K	Hold	7,409	–	–	0.04%	139
2024 Q4	$192K	Buy	+7,409	New	+$197K	0.04%	124

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

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

Topsail Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q2 2026, buying an estimated $33.7K and bringing the position to 8,429 shares worth $305K. The position accounts for 0.04% of the portfolio, ranked #136.

Topsail Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Topsail Wealth Management held 8,429 shares of Schwab U.S Small- Cap ETF worth $305K as of Q2 2026.
Topsail Wealth Management bought 1,020 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $33.7K.
Schwab U.S Small- Cap ETF made up 0.04% of Topsail Wealth Management's portfolio in Q2 2026, its #136 holding.
Topsail Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Topsail Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.