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

Wilkins Miller 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 		$7.34M Sell
203,147
-257
-0.1% -$8.49K 4.04% 4
2026
Q1 		$5.91M Buy
203,404
+2,699
+1% +$80.9K 3.58% 8
2025
Q4 		$5.72M Buy
200,705
+17,652
+10% +$498K 3.4% 8
2025
Q3 		$5.08M Buy
183,053
+7,278
+4% +$195K 3.14% 8
2025
Q2 		$4.45M Sell
175,775
-8,860
-5% -$209K 3.03% 9
2025
Q1 		$4.33M Sell
184,635
-3,257
-2% -$83K 3.25% 9
2024
Q4 		$4.86M Buy
+187,892
New +$5M 5.08% 5

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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Wilkins Miller Wealth Management's SCHA Position: Q2 2026 in Review

Wilkins Miller Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.13% in Q2 2026, selling an estimated $8.49K and leaving 203,147 shares worth $7.34M. The position accounts for 4.04% of the portfolio, ranked #4.

Wilkins Miller Wealth Management first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wilkins Miller Wealth Management held 203,147 shares of Schwab U.S Small- Cap ETF worth $7.34M as of Q2 2026.
  • Wilkins Miller Wealth Management sold 257 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $8.49K.
  • Schwab U.S Small- Cap ETF made up 4.04% of Wilkins Miller Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Wilkins Miller Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wilkins Miller Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.