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

WPG Advisers’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 		$273K Sell
7,566
-364
-5% -$12K 0.16% 79
2026
Q1 		$231K Sell
7,930
-727
-8% -$21.8K 0.17% 72
2025
Q4 		$247K Sell
8,657
-287
-3% -$8.1K 0.18% 69
2025
Q3 		$250K Sell
8,944
-468
-5% -$12.5K 0.19% 65
2025
Q2 		$238K Buy
9,412
+232
+3% +$5.49K 0.2% 70
2025
Q1 		$215K Sell
9,180
-2,561
-22% -$65.3K 0.2% 78
2024
Q4 		$304K Buy
+11,741
New +$312K 0.28% 60

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

WPG Advisers's SCHA Position: Q2 2026 in Review

WPG Advisers reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.6% in Q2 2026, selling an estimated $12K and leaving 7,566 shares worth $273K. The position accounts for 0.16% of the portfolio, ranked #79.

WPG Advisers first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $304K in Q4 2024. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • WPG Advisers held 7,566 shares of Schwab U.S Small- Cap ETF worth $273K as of Q2 2026.
  • WPG Advisers sold 364 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $12K.
  • Schwab U.S Small- Cap ETF made up 0.16% of WPG Advisers's portfolio in Q2 2026, its #79 holding.
  • WPG Advisers first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Schwab U.S Small- Cap ETF position peaked at $304K in Q4 2024.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.