WealthPlan Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

WealthPlan Investment 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	$952K	Buy	26,348 +450	+2%	+$14.9K	0.05%	238
2026 Q1	$753K	Sell	25,898 -182	-0.7%	-$5.46K	0.04%	245
2025 Q4	$743K	Buy	26,080 +39	+0.1%	+$1.1K	0.05%	218
2025 Q3	$727K	Sell	26,041 -755	-3%	-$20.2K	0.05%	200
2025 Q2	$678K	Sell	26,796 -631	-2%	-$14.9K	0.05%	214
2025 Q1	$643K	Sell	27,427 -234	-0.8%	-$5.96K	0.06%	154
2024 Q4	$715K	Buy	+27,661	New	+$736K	0.07%	145
2023 Q1	–	Sell	-35,304	Closed	-$795K	–	542
2022 Q4	$795K	Buy	35,304 +1,734	+5%	+$35.5K	0.06%	195
2022 Q3	$695K	Buy	+33,570	New	+$702K	0.05%	201
2022 Q1	$1.12M	Buy	+51,986	New	+$1.23M	0.08%	163

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

WealthPlan Investment Management's SCHA Position: Q2 2026 in Review

WealthPlan Investment Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q2 2026, buying an estimated $14.9K and bringing the position to 26,348 shares worth $952K. The position accounts for 0.05% of the portfolio, ranked #238.

WealthPlan Investment Management first reported a position in SCHA in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.12M in Q1 2022. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

WealthPlan Investment Management held 26,348 shares of Schwab U.S Small- Cap ETF worth $952K as of Q2 2026.
WealthPlan Investment Management bought 450 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $14.9K.
Schwab U.S Small- Cap ETF made up 0.05% of WealthPlan Investment Management's portfolio in Q2 2026, its #238 holding.
WealthPlan Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 10 quarters since.
WealthPlan Investment Management's Schwab U.S Small- Cap ETF position peaked at $1.12M in Q1 2022.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.