RAFFA WEALTH MANAGEMENT, LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$110K	Hold	3,035	–	–	0.01%	124
2026 Q1	$88.3K	Hold	3,035	–	–	0.01%	121
2025 Q4	$86.4K	Hold	3,035	–	–	0.01%	124
2025 Q3	$84.7K	Sell	3,035 -75	-2%	-$2K	0.02%	124
2025 Q2	$78.7K	Hold	3,110	–	–	0.02%	144
2025 Q1	$72.9K	Hold	3,110	–	–	0.02%	124
2024 Q4	$80.4K	Sell	3,110 -22	-0.7%	-$585	0.02%	116
2024 Q3	$80.7K	Hold	3,132	–	–	0.02%	114
2024 Q2	$74.3K	Hold	3,132	–	–	0.02%	168
2024 Q1	$77.1K	Hold	3,132	–	–	0.02%	164
2023 Q4	$74K	Hold	3,132	–	–	0.02%	113
2023 Q3	$64.9K	Hold	3,132	–	–	0.02%	110
2023 Q2	$68.6K	Hold	3,132	–	–	0.02%	108
2023 Q1	$65.7K	Hold	3,132	–	–	0.02%	126
2022 Q4	$63.4K	Hold	3,132	–	–	0.03%	118
2022 Q3	$59.2K	Hold	3,132	–	–	0.03%	125
2022 Q2	$61.1K	Hold	3,132	–	–	0.03%	125
2022 Q1	$74.2K	Hold	3,132	–	–	0.03%	111
2021 Q4	$80.2K	Hold	3,132	–	–	0.03%	111
2021 Q3	$78.4K	Buy	3,132 +8	+0.3%	+$203	0.03%	90
2021 Q2	$81.4K	Buy	3,124 +8	+0.3%	+$205	0.03%	88
2021 Q1	$77.7K	Buy	3,116 +4	+0.1%	+$98	0.03%	108
2020 Q4	$69.2K	Hold	3,112	–	–	0.02%	104
2020 Q3	$53.1K	Hold	3,112	–	–	0.02%	117
2020 Q2	$50.8K	Hold	3,112	–	–	0.02%	115
2020 Q1	$40.1K	Hold	3,112	–	–	0.01%	114
2019 Q4	$58.8K	Hold	3,112	–	–	0.02%	119
2019 Q3	$54.2K	Buy	+3,112	New	+$54.9K	0.02%	122
2019 Q2	–	Sell	-3,112	Closed	-$54.4K	–	1267
2019 Q1	$54.4K	Hold	3,112	–	–	0.02%	110
2018 Q4	$47.2K	Hold	3,112	–	–	0.02%	133
2018 Q3	$59.2K	Hold	3,112	–	–	0.02%	129
2018 Q2	$57.2K	Hold	3,112	–	–	0.02%	119
2018 Q1	$53.8K	Hold	3,112	–	–	0.02%	117
2017 Q4	$54.2K	Sell	3,112 -292	-9%	-$5K	0.02%	119
2017 Q3	$57.3K	Hold	3,404	–	–	0.02%	115
2017 Q2	$54.4K	Hold	3,404	–	–	0.02%	113
2017 Q1	$53.6K	Hold	3,404	–	–	0.03%	90
2016 Q4	$52.3K	Buy	+3,404	New	+$50.1K	0.03%	91
2016 Q2	–	Sell	-660	Closed	-$8.6K	–	876
2016 Q1	$8.6K	Buy	660 +4	+0.6%	+$48	﹤0.01%	193
2015 Q4	$8.56K	Hold	656	–	–	0.01%	178
2015 Q3	$8.31K	Buy	656 +4	+0.6%	+$55	0.01%	182
2015 Q2	$9.38K	Hold	652	–	–	0.01%	169
2015 Q1	$9.36K	Buy	652 +4	+0.6%	+$56	0.01%	145
2014 Q4	$8.94K	Hold	648	–	–	0.01%	151
2014 Q3	$8.3K	Buy	648 +4	+0.6%	+$53	0.01%	158
2014 Q2	$8.82K	Hold	644	–	–	0.01%	153
2014 Q1	$8.63K	Sell	644 -4	-0.6%	-$53	0.01%	143
2013 Q4	$8.94K	Buy	+648	New	+$8.14K	0.01%	151

Other funds holding SCHA

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

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

RAFFA WEALTH MANAGEMENT, LLC's SCHA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 3,035 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #124.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SCHA in Q4 2013 and has held it in 48 quarters since. 542 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 3,035 shares of Schwab U.S Small- Cap ETF worth $110K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC 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 RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #124 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 48 quarters since.
542 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.