VSM Wealth Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

VSM Wealth Advisory’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	$2.44M	Buy	67,453 +458	+0.7%	+$15.1K	0.65%	26
2026 Q1	$1.95M	Buy	66,995 +1,083	+2%	+$32.5K	0.58%	26
2025 Q4	$1.87M	Sell	65,912 -336,439	-84%	-$9.5M	0.56%	27
2025 Q3	$10.7M	Buy	402,351 +337,557	+521%	+$9.03M	3.33%	10
2025 Q2	$1.64M	Sell	64,794 -5,230	-7%	-$124K	0.54%	28
2025 Q1	$1.64M	Sell	70,024 -463	-0.7%	-$11.8K	0.59%	28
2024 Q4	$1.82M	Buy	+70,487	New	+$1.88M	0.65%	28

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

VSM Wealth Advisory's SCHA Position: Q2 2026 in Review

VSM Wealth Advisory increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.68% in Q2 2026, buying an estimated $15.1K and bringing the position to 67,453 shares worth $2.44M. The position accounts for 0.65% of the portfolio, ranked #26.

VSM Wealth Advisory first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $10.7M in Q3 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

VSM Wealth Advisory held 67,453 shares of Schwab U.S Small- Cap ETF worth $2.44M as of Q2 2026.
VSM Wealth Advisory bought 458 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $15.1K.
Schwab U.S Small- Cap ETF made up 0.65% of VSM Wealth Advisory's portfolio in Q2 2026, its #26 holding.
VSM Wealth Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
VSM Wealth Advisory's Schwab U.S Small- Cap ETF position peaked at $10.7M in Q3 2025.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.