Wealthcare Advisory Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wealthcare Advisory Partners’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	$2.62M	Sell	72,545 -824	-1%	-$27.2K	0.05%	302
2026 Q1	$2.13M	Sell	73,369 -8,147	-10%	-$244K	0.04%	355
2025 Q4	$2.32M	Sell	81,516 -20,024	-20%	-$565K	0.05%	322
2025 Q3	$2.83M	Sell	101,540 -6,837	-6%	-$183K	0.06%	267
2025 Q2	$2.74M	Buy	108,377 +27,405	+34%	+$648K	0.06%	261
2025 Q1	$1.9M	Sell	80,972 -1,019	-1%	-$26K	0.05%	292
2024 Q4	$2.12M	Sell	81,991 -9,957	-11%	-$265K	0.06%	260
2024 Q3	$2.37M	Sell	91,948 -48,380	-34%	-$1.2M	0.07%	240
2024 Q2	$3.33M	Sell	140,328 -19,324	-12%	-$458K	0.1%	156
2024 Q1	$3.93M	Sell	159,652 -46,172	-22%	-$1.08M	0.13%	133
2023 Q4	$4.86M	Buy	205,824 +60,504	+42%	+$1.28M	0.19%	94
2023 Q3	$3.01M	Buy	145,320 +16,480	+13%	+$362K	0.14%	122
2023 Q2	$2.82M	Buy	128,840 +87,082	+209%	+$1.82M	0.13%	142
2023 Q1	$875K	Sell	41,758 -19,322	-32%	-$415K	0.04%	317
2022 Q4	$1.24M	Buy	61,080 +40,116	+191%	+$822K	0.06%	238
2022 Q3	$396K	Sell	20,964 -20,436	-49%	-$427K	0.02%	418
2022 Q2	$807K	Buy	41,400 +318	+0.8%	+$6.8K	0.05%	237
2022 Q1	$973K	Buy	41,082 +10,746	+35%	+$254K	0.06%	198
2021 Q4	$777K	Buy	30,336 +21,876	+259%	+$566K	0.05%	236
2021 Q3	$212K	Buy	+8,460	New	+$215K	0.01%	506
2021 Q2	–	Sell	-2,800	Closed	-$70K	–	1623
2021 Q1	$70K	Buy	+2,800	New	+$68.9K	0.01%	781
2020 Q2	–	Sell	-2,248	Closed	-$29K	–	1156
2020 Q1	$29K	Buy	2,248 +2,032	+941%	+$34.5K	﹤0.01%	631
2019 Q4	$4K	Buy	216 +108	+100%	+$1.95K	﹤0.01%	1165
2019 Q3	$2K	Sell	108 -348	-76%	-$6.14K	﹤0.01%	1235
2019 Q2	$8K	Buy	456 +32	+8%	+$566	﹤0.01%	967
2019 Q1	$7K	Sell	424 -2,548	-86%	-$43.6K	﹤0.01%	900
2018 Q4	$45K	Buy	2,972 +16	+0.5%	+$270	0.01%	450
2018 Q3	$56K	Hold	2,956	–	–	0.01%	443
2018 Q2	$54K	Hold	2,956	–	–	0.01%	449
2018 Q1	$51K	Buy	2,956 +708	+31%	+$12.5K	0.01%	393
2017 Q4	$39K	Buy	+2,248	New	+$38.5K	0.01%	416

Other funds holding SCHA

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

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Wealthcare Advisory Partners's SCHA Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q2 2026, selling an estimated $27.2K and leaving 72,545 shares worth $2.62M. The position accounts for 0.05% of the portfolio, ranked #302.

Wealthcare Advisory Partners first reported a position in SCHA in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.86M in Q4 2023. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Wealthcare Advisory Partners held 72,545 shares of Schwab U.S Small- Cap ETF worth $2.62M as of Q2 2026.
Wealthcare Advisory Partners sold 824 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $27.2K.
Schwab U.S Small- Cap ETF made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #302 holding.
Wealthcare Advisory Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 31 quarters since.
Wealthcare Advisory Partners's Schwab U.S Small- Cap ETF position peaked at $4.86M in Q4 2023.
394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.