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

Wealthquest’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 		$408K Buy
11,282
+2,586
+30% +$85.5K 0.03% 113
2026
Q1 		$253K Buy
+8,696
New +$261K 0.02% 128
2019
Q3 		– Sell
-13,540
Closed -$241K – 139
2019
Q2 		$241K Sell
13,540
-1,496
-10% -$26.5K 0.09% 108
2019
Q1 		$262K Buy
+15,036
New +$257K 0.1% 106

Other funds holding SCHA

Wealth Enhancement Advisory Services
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
CA
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 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

Wealthquest's SCHA Position: Q2 2026 in Review

Wealthquest increased its Schwab U.S Small- Cap ETF (SCHA) stake by 30% in Q2 2026, buying an estimated $85.5K and bringing the position to 11,282 shares worth $408K. The position accounts for 0.03% of the portfolio, ranked #113.

Wealthquest first reported a position in SCHA in Q1 2019 and has held it in 4 quarters since. 541 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wealthquest held 11,282 shares of Schwab U.S Small- Cap ETF worth $408K as of Q2 2026.
  • Wealthquest bought 2,586 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $85.5K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Wealthquest's portfolio in Q2 2026, its #113 holding.
  • Wealthquest first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 4 quarters since.
  • 541 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wealthquest's 13F filing for Q2 2026, filed 23 Jul 2026.