WWM
SCHA icon

Western Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Western Wealth 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 		$555K Sell
15,348
-747
-5% -$24.7K 0.02% 640
2026
Q1 		$468K Buy
16,095
+5,957
+59% +$179K 0.02% 659
2025
Q4 		$289K Sell
10,138
-505
-5% -$14.3K 0.01% 675
2025
Q3 		$297K Sell
10,643
-107
-1% -$2.86K 0.02% 599
2025
Q2 		$272K Sell
10,750
-206
-2% -$4.87K 0.02% 581
2025
Q1 		$257K Sell
10,956
-989
-8% -$25.2K 0.02% 576
2024
Q4 		$309K Sell
11,945
-1,221
-9% -$32.5K 0.02% 599
2024
Q3 		$339K Sell
13,166
-666
-5% -$16.5K 0.02% 562
2024
Q2 		$328K Sell
13,832
-5,836
-30% -$138K 0.02% 469
2024
Q1 		$484K Sell
19,668
-900
-4% -$21.1K 0.04% 371
2023
Q4 		$486K Sell
20,568
-7,990
-28% -$168K 0.04% 420
2023
Q3 		$591K Buy
28,558
+9,446
+49% +$207K 0.05% 349
2023
Q2 		$419K Buy
19,112
+110
+0.6% +$2.29K 0.04% 422
2023
Q1 		$398K Sell
19,002
-1,074
-5% -$23.1K 0.04% 430
2022
Q4 		$407K Sell
20,076
-8,920
-31% -$183K 0.04% 385
2022
Q3 		$571K Buy
28,996
+11,976
+70% +$250K 0.03% 438
2022
Q2 		$331K Sell
17,020
-36
-0.2% -$770 0.02% 582
2022
Q1 		$404K Sell
17,056
-1,652
-9% -$39K 0.02% 588
2021
Q4 		$480K Buy
+18,708
New +$484K 0.05% 336
2021
Q2 		$367K Buy
14,124
+2,868
+25% +$73.3K 0.04% 438
2021
Q1 		$280K Buy
11,256
+996
+10% +$24.5K 0.04% 418
2020
Q4 		$228K Buy
+10,260
New +$204K 0.03% 418

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

Western Wealth Management's SCHA Position: Q2 2026 in Review

Western Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.6% in Q2 2026, selling an estimated $24.7K and leaving 15,348 shares worth $555K. The position accounts for 0.02% of the portfolio, ranked #640.

Western Wealth Management first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. The position peaked at $591K in Q3 2023. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Western Wealth Management held 15,348 shares of Schwab U.S Small- Cap ETF worth $555K as of Q2 2026.
  • Western Wealth Management sold 747 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $24.7K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Western Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Western Wealth Management's Schwab U.S Small- Cap ETF position peaked at $591K in Q3 2023.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.