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

Whipplewood Advisors’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	$13.3K	Sell	367 -2,922	-89%	-$96.6K	0.01%	222
2026 Q1	$95.6K	Buy	3,289 +2,868	+681%	+$86K	0.05%	196
2025 Q4	$12K	Sell	421 -21	-5%	-$593	0.01%	270
2025 Q3	$12.3K	Sell	442 -9,756	-96%	-$261K	0.01%	262
2025 Q2	$258K	Sell	10,198 -55,715	-85%	-$1.32M	0.14%	141
2025 Q1	$216K	Buy	65,913 +56,638	+611%	+$1.44M	0.13%	148
2024 Q4	$240K	Buy	+9,275	New	+$247K	0.14%	142

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

Whipplewood Advisors's SCHA Position: Q2 2026 in Review

Whipplewood Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 89% in Q2 2026, selling an estimated $96.6K and leaving 367 shares worth $13.3K. The position accounts for 0.01% of the portfolio, ranked #222.

Whipplewood Advisors first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $258K in Q2 2025. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Whipplewood Advisors held 367 shares of Schwab U.S Small- Cap ETF worth $13.3K as of Q2 2026.
Whipplewood Advisors sold 2,922 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $96.6K.
Schwab U.S Small- Cap ETF made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #222 holding.
Whipplewood Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Schwab U.S Small- Cap ETF position peaked at $258K in Q2 2025.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.