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

WealthPLAN 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 		$205K Buy
+5,682
New +$188K 0.04% 212
2024
Q4 		– Sell
-33,366
Closed -$859K – 260
2024
Q3 		$859K Buy
33,366
+316
+1% +$7.85K 0.12% 134
2024
Q2 		$784K Buy
33,050
+2
+0% +$47 0.08% 158
2024
Q1 		$814K Sell
33,048
-366
-1% -$8.57K 0.08% 160
2023
Q4 		$789K Sell
33,414
-62
-0.2% -$1.31K 0.08% 170
2023
Q3 		$693K Buy
33,476
+746
+2% +$16.4K 0.08% 169
2023
Q2 		$717K Sell
32,730
-532
-2% -$11.1K 0.1% 157
2023
Q1 		$697K Sell
33,262
-2,042
-6% -$43.9K 0.08% 171
2022
Q4 		$796K Buy
+35,304
New +$723K 0.06% 196
2022
Q1 		$1.12M Sell
51,986
-1,526
-3% -$36K 0.08% 163
2021
Q4 		$1.25M Buy
53,512
+1,068
+2% +$27.6K 0.08% 155
2021
Q3 		$1.35M Buy
52,444
+3,992
+8% +$101K 0.09% 144
2021
Q2 		$1.24M Buy
48,452
+3,132
+7% +$80.1K 0.09% 135
2021
Q1 		$1.16M Sell
45,320
-684
-1% -$16.8K 0.09% 133
2020
Q4 		$1.13M Buy
46,004
+9,740
+27% +$194K 0.1% 131
2020
Q3 		$700K Sell
36,264
-3,772
-9% -$64.9K 0.07% 157
2020
Q2 		$717K Sell
40,036
-5,816
-13% -$87.1K 0.07% 147
2020
Q1 		$645K Buy
45,852
+2,476
+6% +$42.1K 0.08% 136
2019
Q4 		$832K Sell
43,376
-1,800
-4% -$32.6K 0.1% 121
2019
Q3 		$820K Sell
45,176
-208
-0.5% -$3.67K 0.11% 122
2019
Q2 		$791K Buy
45,384
+21,900
+93% +$387K 0.12% 122
2019
Q1 		$414K Buy
23,484
+2,732
+13% +$46.7K 0.06% 175
2018
Q4 		$369K Buy
20,752
+2,604
+14% +$44K 0.06% 176
2018
Q3 		$300K Buy
18,148
+720
+4% +$13.7K 0.05% 189
2018
Q2 		$321K Buy
+17,428
New +$315K 0.07% 185
2016
Q3 		– Sell
-272
Closed -$1.84K – 1061
2016
Q2 		$1.84K Buy
+272
New +$3.61K ﹤0.01% 2253
2015
Q4 		$12.5K Buy
+2,880
New +$38.4K ﹤0.01% 1080

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

WealthPLAN Partners's SCHA Position: Q2 2026 in Review

WealthPLAN Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 5,682 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #212 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in SCHA as recently as Q3 2024.

WealthPLAN Partners first reported a position in SCHA in Q4 2015 and has held it in 27 quarters since. The position peaked at $1.35M in Q3 2021. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • WealthPLAN Partners held 5,682 shares of Schwab U.S Small- Cap ETF worth $205K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new WealthPLAN Partners position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.04% of WealthPLAN Partners's portfolio in Q2 2026, its #212 holding.
  • WealthPLAN Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and has held it in 27 quarters since.
  • WealthPLAN Partners's Schwab U.S Small- Cap ETF position peaked at $1.35M in Q3 2021.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.