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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

WealthPlan Investment Management's SCHA Position: Q1 2026 in Review

WealthPlan Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.7% in Q1 2026, selling an estimated $5.46K and leaving 25,898 shares worth $753K. The position accounts for 0.04% of the portfolio, ranked #245.

WealthPlan Investment Management first reported a position in SCHA in Q1 2022 and has held it in 9 quarters since. The position peaked at $1.12M in Q1 2022. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

WealthPlan Investment Management held 25,898 shares of Schwab U.S Small- Cap ETF worth $753K as of Q1 2026.
WealthPlan Investment Management sold 182 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $5.46K.
Schwab U.S Small- Cap ETF made up 0.04% of WealthPlan Investment Management's portfolio in Q1 2026, its #245 holding.
WealthPlan Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 9 quarters since.
WealthPlan Investment Management's Schwab U.S Small- Cap ETF position peaked at $1.12M in Q1 2022.
1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.