ULWM
SCHA icon

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

Upper Left 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 		$5.83M Sell
161,455
-1,158
-0.7% -$38.3K 3.23% 9
2026
Q1 		$4.73M Sell
162,613
-2,468
-1% -$74K 2.79% 13
2025
Q4 		$4.7M Buy
165,081
+2,264
+1% +$63.9K 2.87% 15
2025
Q3 		$4.54M Sell
162,817
-14,974
-8% -$400K 2.85% 15
2025
Q2 		$4.5M Sell
177,791
-6,878
-4% -$163K 3% 15
2025
Q1 		$4.33M Sell
184,669
-5,035
-3% -$128K 3.1% 11
2024
Q4 		$4.91M Buy
189,704
+1,682
+0.9% +$44.8K 4.2% 5
2024
Q3 		$4.81M Buy
188,022
+29,760
+19% +$739K 4.2% 5
2024
Q2 		$3.75M Sell
158,262
-5,524
-3% -$131K 3.39% 12
2024
Q1 		$4.03M Sell
163,786
-9,996
-6% -$234K 3.74% 9
2023
Q4 		$4.1M Sell
173,782
-36,076
-17% -$760K 4.02% 7
2023
Q3 		$4.35M Buy
209,858
+104,096
+98% +$2.28M 4.52% 5
2023
Q2 		$2.32M Buy
105,762
+1,322
+1% +$27.6K 2.57% 17
2023
Q1 		$2.19M Buy
104,440
+170
+0.2% +$3.65K 2.49% 18
2022
Q4 		$2.11M Sell
104,270
-6,584
-6% -$135K 2.5% 16
2022
Q3 		$2.15M Buy
110,854
+4,414
+4% +$92.3K 2.79% 15
2022
Q2 		$2.08M Sell
106,440
-3,676
-3% -$78.6K 2.4% 16
2022
Q1 		$2.63M Sell
110,116
-2,452
-2% -$57.9K 2.73% 18
2021
Q4 		$2.9M Buy
+112,568
New +$2.91M 2.89% 17

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

Upper Left Wealth Management's SCHA Position: Q2 2026 in Review

Upper Left Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.71% in Q2 2026, selling an estimated $38.3K and leaving 161,455 shares worth $5.83M. The position accounts for 3.23% of the portfolio, ranked #9.

Upper Left Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Upper Left Wealth Management held 161,455 shares of Schwab U.S Small- Cap ETF worth $5.83M as of Q2 2026.
  • Upper Left Wealth Management sold 1,158 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $38.3K.
  • Schwab U.S Small- Cap ETF made up 3.23% of Upper Left Wealth Management's portfolio in Q2 2026, its #9 holding.
  • Upper Left Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.