Wealth Enhancement Advisory Services
SCHA icon

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

Wealth Enhancement Advisory Services’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 		$97.4M Buy
2,788,801
+100,291
+4% +$3.31M 0.16% 114
2026
Q1 		$79.4M Sell
2,688,510
-1,717,851
-39% -$51.5M 0.16% 116
2025
Q4 		$131M Sell
4,406,361
-142,921
-3% -$4.04M 0.18% 97
2025
Q3 		$127M Sell
4,549,282
-102,915
-2% -$2.75M 0.19% 100
2025
Q2 		$121M Buy
4,652,197
+1,869,642
+67% +$44.2M 0.2% 94
2025
Q1 		$65.2M Sell
2,782,555
-72,260
-3% -$1.84M 0.12% 161
2024
Q4 		$73.8M Buy
2,854,815
+41,589
+1% +$1.11M 0.14% 142
2024
Q3 		$72.4M Buy
2,813,226
+5,392
+0.2% +$134K 0.16% 133
2024
Q2 		$66.6M Sell
2,807,834
-245,452
-8% -$5.82M 0.16% 136
2024
Q1 		$75.2M Buy
3,053,286
+91,284
+3% +$2.14M 0.19% 109
2023
Q4 		$70M Sell
2,962,002
-387,740
-12% -$8.17M 0.2% 112
2023
Q3 		$69.4M Buy
3,349,742
+1,733,138
+107% +$38M 0.23% 94
2023
Q2 		$35.4M Sell
1,616,604
-1,234,506
-43% -$25.7M 0.38% 37
2023
Q1 		$59.8M Sell
2,851,110
-2,714,008
-49% -$58.3M 0.7% 26
2022
Q4 		$122M Sell
5,565,118
-429,916
-7% -$8.81M 1.56% 15
2022
Q3 		$116M Buy
5,995,034
+138,856
+2% +$2.9M 1.66% 15
2022
Q2 		$118M Buy
5,856,178
+740,276
+14% +$15.8M 1.64% 15
2022
Q1 		$123M Buy
5,115,902
+114,942
+2% +$2.71M 1.66% 13
2021
Q4 		$115M Buy
5,000,960
+218,824
+5% +$5.66M 1.66% 14
2021
Q3 		$125M Buy
4,782,136
+61,656
+1% +$1.57M 1.84% 13
2021
Q2 		$117M Sell
4,720,480
-27,040
-0.6% -$691K 1.89% 12
2021
Q1 		$121M Sell
4,747,520
-130,516
-3% -$3.21M 2.19% 9
2020
Q4 		$116M Buy
4,878,036
+22,692
+0.5% +$452K 2.63% 9
2020
Q3 		$90.6M Sell
4,855,344
-53,940
-1% -$929K 2.37% 10
2020
Q2 		$83.5M Buy
4,909,284
+829,832
+20% +$12.4M 2.4% 10
2020
Q1 		$59.6M Sell
4,079,452
-166,244
-4% -$2.83M 2.13% 12
2019
Q4 		$80.3M Buy
4,245,696
+169,456
+4% +$3.07M 2.83% 11
2019
Q3 		$70.4M Buy
4,076,240
+165,876
+4% +$2.93M 2.84% 11
2019
Q2 		$70.9M Buy
3,910,364
+545,820
+16% +$9.65M 3.13% 11
2019
Q1 		$60.7M Buy
3,364,544
+188,616
+6% +$3.23M 3.43% 11
2018
Q4 		$53.2M Sell
3,175,928
-11,116
-0.3% -$188K 3.36% 11
2018
Q3 		$52.9M Sell
3,187,044
-181,564
-5% -$3.46M 3.19% 12
2018
Q2 		$64.3M Buy
3,368,608
+167,184
+5% +$3.02M 3.96% 8
2018
Q1 		$56.2M Buy
3,201,424
+259,332
+9% +$4.57M 3.77% 8
2017
Q4 		$53.2M Buy
2,942,092
+253,732
+9% +$4.34M 3.77% 8
2017
Q3 		$45.8M Buy
2,688,360
+223,984
+9% +$3.6M 3.79% 8
2017
Q2 		$39.3M Buy
2,464,376
+186,856
+8% +$2.95M 3.63% 8
2017
Q1 		$35.5M Buy
2,277,520
+8,412
+0.4% +$132K 3.77% 8
2016
Q4 		$34.9M Buy
2,269,108
+274,488
+14% +$4.04M 4.23% 5
2016
Q3 		$28.7M Buy
1,994,620
+210,916
+12% +$2.99M 4.27% 5
2016
Q2 		$24.1M Sell
1,783,704
-204,148
-10% -$2.71M 4.36% 5
2016
Q1 		$25.8M Buy
1,987,852
+372,048
+23% +$4.51M 5.23% 5
2015
Q4 		$21M Buy
1,615,804
+376,348
+30% +$5.02M 5.33% 4
2015
Q3 		$16.7M Buy
1,239,456
+59,712
+5% +$822K 5.08% 3
2015
Q2 		$17M Buy
1,179,744
+302,908
+35% +$4.39M 5.23% 2
2015
Q1 		$12.6M Buy
876,836
+14,856
+2% +$207K 4.85% 3
2014
Q4 		$11.9M Buy
+861,980
New +$11.4M 4.68% 2

Other funds holding SCHA

CA
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services's SCHA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.7% in Q2 2026, buying an estimated $3.31M and bringing the position to 2,788,801 shares worth $97.4M. The position accounts for 0.16% of the portfolio, ranked #114.

Wealth Enhancement Advisory Services first reported a position in SCHA in Q4 2014 and has held it in 47 quarters since. The position peaked at $131M in Q4 2025. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 2,788,801 shares of Schwab U.S Small- Cap ETF worth $97.4M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 100,291 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.31M.
  • Schwab U.S Small- Cap ETF made up 0.16% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #114 holding.
  • Wealth Enhancement Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • Wealth Enhancement Advisory Services's Schwab U.S Small- Cap ETF position peaked at $131M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.