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Wealth Preservation Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-764
Closed -$22.2K – 786
2026
Q1 		$22.2K Hold
764
– – 0.02% 300
2025
Q4 		$21.8K Hold
764
– – 0.01% 256
2025
Q3 		$21.3K Hold
764
– – 0.01% 249
2025
Q2 		$19.3K Hold
764
– – 0.01% 249
2025
Q1 		$17.9K Buy
+764
New +$19.5K 0.01% 269

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

Wealth Preservation Advisors's SCHA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 764 shares — an estimated $22.2K sold.

Wealth Preservation Advisors first reported a position in SCHA in Q1 2025 and held it in 5 quarters. The position peaked at $22.2K in Q1 2026. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 764 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $22.2K.
  • Wealth Preservation Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Schwab U.S Small- Cap ETF position peaked at $22.2K in Q1 2026.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.