VWA
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Valued Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Valued Wealth Advisors’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 		$15.7K Sell
434
-327
-43% -$10.8K 0.01% 235
2026
Q1 		$22.1K Buy
761
+433
+132% +$13K 0.01% 168
2025
Q4 		$9.35K Sell
328
-180
-35% -$5.08K ﹤0.01% 229
2025
Q3 		$14.2K Sell
508
-50
-9% -$1.34K 0.01% 184
2025
Q2 		$14.1K Hold
558
– – 0.01% 182
2025
Q1 		$13.1K Buy
558
+371
+198% +$9.46K 0.01% 196
2024
Q4 		$4.83K Sell
187
-1
-0.5% -$27 ﹤0.01% 303
2024
Q3 		$4.82K Buy
188
+148
+370% +$3.67K ﹤0.01% 287
2024
Q2 		$970 Hold
40
– – ﹤0.01% 443
2024
Q1 		$1K Hold
40
– – ﹤0.01% 438
2023
Q4 		$838 Buy
+40
New +$843 ﹤0.01% 392

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Valued Wealth Advisors's SCHA Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 43% in Q2 2026, selling an estimated $10.8K and leaving 434 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #235.

Valued Wealth Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $22.1K in Q1 2026. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Valued Wealth Advisors held 434 shares of Schwab U.S Small- Cap ETF worth $15.7K as of Q2 2026.
  • Valued Wealth Advisors sold 327 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $10.8K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #235 holding.
  • Valued Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Valued Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $22.1K in Q1 2026.
  • 500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.