Wilmington Savings Fund Society’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wilmington Savings Fund Society’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	$181K	Hold	5,000	–	–	﹤0.01%	606
2026 Q1	$145K	Hold	5,000	–	–	﹤0.01%	661
2025 Q4	$142K	Hold	5,000	–	–	﹤0.01%	665
2025 Q3	$140K	Hold	5,000	–	–	﹤0.01%	662
2025 Q2	$127K	Hold	5,000	–	–	﹤0.01%	949
2025 Q1	$117K	Hold	5,000	–	–	﹤0.01%	949
2024 Q4	$129K	Hold	5,000	–	–	﹤0.01%	965
2024 Q3	$129K	Buy	+5,000	New	+$124K	﹤0.01%	946

Other funds holding SCHA

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

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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 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

Wilmington Savings Fund Society's SCHA Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 5,000 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Wilmington Savings Fund Society first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 552 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Wilmington Savings Fund Society held 5,000 shares of Schwab U.S Small- Cap ETF worth $181K as of Q2 2026.
Wilmington Savings Fund Society left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #606 holding.
Wilmington Savings Fund Society first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
552 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.