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

Womack Financial’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	$7.41M	Sell	205,221 -5,963	-3%	-$197K	4.9%	4
2026 Q1	$6.14M	Buy	211,184 +2,447	+1%	+$73.3K	4.52%	4
2025 Q4	$5.94M	Buy	208,737 +239	+0.1%	+$6.75K	4.39%	5
2025 Q3	$5.82M	Buy	208,498 +10,111	+5%	+$270K	4.41%	5
2025 Q2	$5.02M	Buy	198,387 +8,916	+5%	+$211K	4.18%	6
2025 Q1	$4.44M	Buy	189,471 +4,634	+3%	+$118K	4.06%	6
2024 Q4	$4.78M	Buy	+184,837	New	+$4.92M	4.24%	5

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

Womack Financial's SCHA Position: Q2 2026 in Review

Womack Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.8% in Q2 2026, selling an estimated $197K and leaving 205,221 shares worth $7.41M. The position accounts for 4.9% of the portfolio, ranked #4.

Womack Financial 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.

Womack Financial held 205,221 shares of Schwab U.S Small- Cap ETF worth $7.41M as of Q2 2026.
Womack Financial sold 5,963 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $197K.
Schwab U.S Small- Cap ETF made up 4.9% of Womack Financial's portfolio in Q2 2026, its #4 holding.
Womack Financial 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 Womack Financial's 13F filing for Q2 2026, filed 14 Aug 2026.