Wayfinding Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wayfinding Financial’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
2025 Q2	–	Sell	-1,596	Closed	-$37K	–	595
2025 Q1	$37K	Buy	+1,596	New	+$40.7K	0.02%	423
2023 Q4	–	Sell	-21,652	Closed	-$442K	–	121
2023 Q3	$442K	Sell	21,652 -76	-0.3%	-$1.67K	0.33%	56
2023 Q2	$496K	Hold	21,728	–	–	0.34%	55
2023 Q1	$455K	Buy	21,728 +15,168	+231%	+$326K	0.35%	55
2022 Q4	$291K	Buy	+6,560	New	+$134K	0.23%	70
2022 Q2	–	Sell	-9,554	Closed	-$203K	–	86
2022 Q1	$203K	Sell	9,554 -3,566	-27%	-$84.2K	0.17%	78
2021 Q4	$291K	Buy	+13,120	New	+$339K	0.23%	70

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Wayfinding Financial's SCHA Position: Q2 2025 in Review

Wayfinding Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 1,596 shares — an estimated $37K sold.

Wayfinding Financial first reported a position in SCHA in Q4 2021 and held it in 7 quarters. The position peaked at $496K in Q2 2023. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Wayfinding Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
Wayfinding Financial sold 1,596 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $37K.
Wayfinding Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 7 quarters.
Wayfinding Financial's Schwab U.S Small- Cap ETF position peaked at $496K in Q2 2023.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Wayfinding Financial's 13F filing for Q2 2025, filed 12 Aug 2025.