White & Co Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

White & Co Financial Planning’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	$25.6M	Sell	707,188 -21,255	-3%	-$702K	15.83%	1
2026 Q1	$21.2M	Sell	728,443 -8,355	-1%	-$250K	14.89%	1
2025 Q4	$21M	Sell	736,798 -326	-0%	-$9.21K	15.69%	2
2025 Q3	$20.6M	Sell	737,124 -10,093	-1%	-$270K	15.48%	2
2025 Q2	$18.9M	Buy	747,217 +58,417	+8%	+$1.38M	15.1%	2
2025 Q1	$16.2M	Sell	688,800 -8,898	-1%	-$227K	13.94%	2
2024 Q4	$18M	Buy	+697,698	New	+$18.6M	15.3%	2

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

White & Co Financial Planning's SCHA Position: Q2 2026 in Review

White & Co Financial Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.9% in Q2 2026, selling an estimated $702K and leaving 707,188 shares worth $25.6M. The position accounts for 15.83% of the portfolio, ranked #1.

White & Co Financial Planning first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

White & Co Financial Planning held 707,188 shares of Schwab U.S Small- Cap ETF worth $25.6M as of Q2 2026.
White & Co Financial Planning sold 21,255 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $702K.
Schwab U.S Small- Cap ETF made up 15.83% of White & Co Financial Planning's portfolio in Q2 2026, its #1 holding.
White & Co Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on White & Co Financial Planning's 13F filing for Q2 2026, filed 16 Jul 2026.