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Wagner Wealth Management (South Carolina)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wagner Wealth Management (South Carolina)’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 		$15.6K Buy
432
+1
+0.2% +$33 ﹤0.01% 216
2026
Q1 		$12.5K Buy
431
+1
+0.2% +$30 ﹤0.01% 217
2025
Q4 		$12.3K Buy
430
+2
+0.5% +$56 ﹤0.01% 210
2025
Q3 		$12K Sell
428
-305
-42% -$8.16K ﹤0.01% 198
2025
Q2 		$18.6K Sell
733
-250
-25% -$5.91K ﹤0.01% 188
2025
Q1 		$23K Buy
983
+88
+10% +$2.24K 0.01% 175
2024
Q4 		$23.1K Buy
895
+65
+8% +$1.73K 0.01% 170
2024
Q3 		$21.4K Buy
830
+32
+4% +$795 0.01% 168
2024
Q2 		$18.9K Buy
798
+92
+13% +$2.18K 0.01% 196
2024
Q1 		$17.4K Buy
706
+42
+6% +$984 0.01% 197
2023
Q4 		$15.7K Buy
664
+48
+8% +$1.01K 0.01% 190
2023
Q3 		$12.8K Buy
616
+82
+15% +$1.8K ﹤0.01% 169
2023
Q2 		$11.7K Buy
534
+46
+9% +$959 ﹤0.01% 175
2023
Q1 		$10.2K Buy
488
+46
+10% +$989 ﹤0.01% 176
2022
Q4 		$8.95K Buy
442
+36
+9% +$738 0.01% 191
2022
Q3 		$8K Buy
406
+8
+2% +$167 0.01% 457
2022
Q2 		$8K Sell
398
-398
-50% -$8.51K 0.01% 478
2022
Q1 		$18K Buy
796
+400
+101% +$9.44K 0.01% 175
2021
Q4 		$10K Hold
396
– – 0.01% 495
2021
Q3 		$10K Hold
396
– – 0.01% 476
2021
Q2 		$10K Buy
396
+4
+1% +$102 0.01% 496
2021
Q1 		$10K Hold
392
– – 0.01% 466
2020
Q4 		$9K Buy
+392
New +$7.8K 0.01% 186
2018
Q3 		$48K Buy
2,536
+4
+0.2% +$76 0.03% 255
2018
Q2 		$47K Hold
2,532
– – 0.03% 234
2018
Q1 		$44K Buy
2,532
+4
+0.2% +$71 0.03% 223
2017
Q4 		$34K Buy
+2,528
New +$43.3K 0.03% 251

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wagner Wealth Management (South Carolina)'s SCHA Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.23% in Q2 2026, buying an estimated $33 and bringing the position to 432 shares worth $15.6K. The position accounts for ﹤0.01% of the portfolio, ranked #216.

Wagner Wealth Management (South Carolina) first reported a position in SCHA in Q4 2017 and has held it in 27 quarters since. The position peaked at $48K in Q3 2018. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wagner Wealth Management (South Carolina) held 432 shares of Schwab U.S Small- Cap ETF worth $15.6K as of Q2 2026.
  • Wagner Wealth Management (South Carolina) bought 1 Schwab U.S Small- Cap ETF share in Q2 2026, an estimated $33.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #216 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 27 quarters since.
  • Wagner Wealth Management (South Carolina)'s Schwab U.S Small- Cap ETF position peaked at $48K in Q3 2018.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.