Wolff Wiese Magana’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wolff Wiese Magana’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	$3.68K	Buy	102 +1	+1%	+$33	﹤0.01%	700
2026 Q1	$2.95K	Buy	+101	New	+$3.03K	﹤0.01%	706
2025 Q3	–	Sell	-28	Closed	-$709	–	1026
2025 Q2	$709	Buy	+28	New	+$662	﹤0.01%	874
2023 Q3	–	Sell	-144	Closed	-$3.15K	–	847
2023 Q2	$3.15K	Buy	+144	New	+$3K	﹤0.01%	503

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

Wolff Wiese Magana's SCHA Position: Q2 2026 in Review

Wolff Wiese Magana increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.99% in Q2 2026, buying an estimated $33 and bringing the position to 102 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Wolff Wiese Magana first reported a position in SCHA in Q2 2023 and has held it in 4 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Wolff Wiese Magana held 102 shares of Schwab U.S Small- Cap ETF worth $3.68K as of Q2 2026.
Wolff Wiese Magana bought 1 Schwab U.S Small- Cap ETF share in Q2 2026, an estimated $33.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #700 holding.
Wolff Wiese Magana first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 4 quarters since.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.