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Vision Retirement’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vision Retirement’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 		$7.95K Hold
220
– – ﹤0.01% 467
2026
Q1 		$6.4K Hold
220
– – ﹤0.01% 460
2025
Q4 		$6.27K Buy
+220
New +$6.21K ﹤0.01% 457

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vision Retirement's SCHA Position: Q2 2026 in Review

Vision Retirement held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 220 shares worth $7.95K. The position accounts for ﹤0.01% of the portfolio, ranked #467.

Vision Retirement first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,308 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Vision Retirement held 220 shares of Schwab U.S Small- Cap ETF worth $7.95K as of Q2 2026.
  • Vision Retirement left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #467 holding.
  • Vision Retirement first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.