WealthBridge Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WealthBridge Capital Management’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	$222K	Buy	+6,142	New	+$203K	0.04%	225
2019 Q2	–	Sell	-8,940	Closed	-$160K	–	720
2019 Q1	$160K	Buy	8,940 +600	+7%	+$10.3K	0.1%	130
2018 Q4	$127K	Buy	+8,340	New	+$141K	0.1%	140

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

WealthBridge Capital Management's SCHA Position: Q2 2026 in Review

WealthBridge Capital Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,142 shares worth $222K. The stake represents 0.04% of the portfolio and ranks #225 among its holdings. This is a return to the name: WealthBridge Capital Management previously reported a position in SCHA as recently as Q1 2019.

WealthBridge Capital Management first reported a position in SCHA in Q4 2018 and has held it in 3 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

WealthBridge Capital Management held 6,142 shares of Schwab U.S Small- Cap ETF worth $222K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new WealthBridge Capital Management position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.04% of WealthBridge Capital Management's portfolio in Q2 2026, its #225 holding.
WealthBridge Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 3 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.