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

Wealth Enhancement Trust 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 		$3.33M Sell
92,201
-2,919
-3% -$96.5K 0.37% 65
2026
Q1 		$2.77M Sell
95,120
-25,542
-21% -$766K 0.33% 72
2025
Q4 		$3.44M Buy
+120,662
New +$3.41M 0.43% 51

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.1% in Q2 2026, selling an estimated $96.5K and leaving 92,201 shares worth $3.33M. The position accounts for 0.37% of the portfolio, ranked #65.

Wealth Enhancement Trust Services first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.44M in Q4 2025. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wealth Enhancement Trust Services held 92,201 shares of Schwab U.S Small- Cap ETF worth $3.33M as of Q2 2026.
  • Wealth Enhancement Trust Services sold 2,919 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $96.5K.
  • Schwab U.S Small- Cap ETF made up 0.37% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #65 holding.
  • Wealth Enhancement Trust Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's Schwab U.S Small- Cap ETF position peaked at $3.44M in Q4 2025.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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