Valley Wealth Managers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Valley Wealth Managers’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
2025 Q2	–	Sell	-54	Closed	-$1.26K	–	370
2025 Q1	$1.26K	Hold	54	–	–	﹤0.01%	332
2024 Q4	$1.4K	Hold	54	–	–	﹤0.01%	358
2024 Q3	$1.39K	Buy	+54	New	+$1.34K	﹤0.01%	361
2024 Q1	–	Hold	0	–	–	–	326
2022 Q3	–	Sell	-512	Closed	-$10K	–	483
2022 Q2	$10K	Buy	+512	New	+$10.9K	﹤0.01%	331

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Valley Wealth Managers's SCHA Position: Q2 2025 in Review

Valley Wealth Managers sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 54 shares — an estimated $1.26K sold.

Valley Wealth Managers first reported a position in SCHA in Q2 2022 and held it in 4 quarters. The position peaked at $10K in Q2 2022. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Valley Wealth Managers reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
Valley Wealth Managers sold 54 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $1.26K.
Valley Wealth Managers first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 4 quarters.
Valley Wealth Managers's Schwab U.S Small- Cap ETF position peaked at $10K in Q2 2022.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Valley Wealth Managers's 13F filing for Q2 2025, filed 6 Aug 2025.