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

WJ Financial 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	$2.31M	Sell	63,801 -420	-0.7%	-$13.9K	1.69%	14
2026 Q1	$1.87M	Buy	64,221 +4,224	+7%	+$127K	1.51%	17
2025 Q4	$1.71M	Buy	59,997 +696	+1%	+$19.7K	1.52%	17
2025 Q3	$1.65M	Buy	+59,301	New	+$1.59M	1.61%	17

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

WJ Financial Advisors's SCHA Position: Q2 2026 in Review

WJ Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.65% in Q2 2026, selling an estimated $13.9K and leaving 63,801 shares worth $2.31M. The position accounts for 1.69% of the portfolio, ranked #14.

WJ Financial Advisors first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

WJ Financial Advisors held 63,801 shares of Schwab U.S Small- Cap ETF worth $2.31M as of Q2 2026.
WJ Financial Advisors sold 420 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $13.9K.
Schwab U.S Small- Cap ETF made up 1.69% of WJ Financial Advisors's portfolio in Q2 2026, its #14 holding.
WJ Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.