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

Wrenne Financial Planning’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 Q1	$358K	Sell	12,315 -40	-0.3%	-$1.2K	0.14%	31
2025 Q4	$352K	Sell	12,355 -1,126	-8%	-$31.8K	0.14%	32
2025 Q3	$376K	Sell	13,481 -116	-0.9%	-$3.1K	0.16%	31
2025 Q2	$344K	Buy	13,597 +1,067	+9%	+$25.2K	0.16%	32
2025 Q1	$294K	Buy	12,530 +399	+3%	+$10.2K	0.16%	34
2024 Q4	$314K	Buy	12,131 +539	+5%	+$14.3K	0.18%	32
2024 Q3	$298K	Buy	11,592 +2,928	+34%	+$72.7K	0.18%	33
2024 Q2	$206K	Buy	+8,664	New	+$205K	0.14%	38

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wrenne Financial Planning's SCHA Position: Q1 2026 in Review

Wrenne Financial Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.32% in Q1 2026, selling an estimated $1.2K and leaving 12,315 shares worth $358K. The position accounts for 0.14% of the portfolio, ranked #31.

Wrenne Financial Planning first reported a position in SCHA in Q2 2024 and has held it in 8 quarters since. The position peaked at $376K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Wrenne Financial Planning held 12,315 shares of Schwab U.S Small- Cap ETF worth $358K as of Q1 2026.
Wrenne Financial Planning sold 40 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.2K.
Schwab U.S Small- Cap ETF made up 0.14% of Wrenne Financial Planning's portfolio in Q1 2026, its #31 holding.
Wrenne Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Wrenne Financial Planning's Schwab U.S Small- Cap ETF position peaked at $376K in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Wrenne Financial Planning's 13F filing for Q1 2026, filed 15 May 2026.