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

WorthPointe’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 		$226K Buy
+6,267
New +$207K 0.06% 117

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

WorthPointe's SCHA Position: Q2 2026 in Review

WorthPointe opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,267 shares worth $226K. The stake represents 0.06% of the portfolio and ranks #117 among its holdings.

1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • WorthPointe held 6,267 shares of Schwab U.S Small- Cap ETF worth $226K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new WorthPointe position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.06% of WorthPointe's portfolio in Q2 2026, its #117 holding.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.