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 Q2	$329K	Sell	9,107 -3,208	-26%	-$106K	0.11%	44
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 $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

Wrenne Financial Planning's SCHA Position: Q2 2026 in Review

Wrenne Financial Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 26% in Q2 2026, selling an estimated $106K and leaving 9,107 shares worth $329K. The position accounts for 0.11% of the portfolio, ranked #44.

Wrenne Financial Planning first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. The position peaked at $376K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Wrenne Financial Planning held 9,107 shares of Schwab U.S Small- Cap ETF worth $329K as of Q2 2026.
Wrenne Financial Planning sold 3,208 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $106K.
Schwab U.S Small- Cap ETF made up 0.11% of Wrenne Financial Planning's portfolio in Q2 2026, its #44 holding.
Wrenne Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
Wrenne Financial Planning's Schwab U.S Small- Cap ETF position peaked at $376K in Q3 2025.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wrenne Financial Planning's 13F filing for Q2 2026, filed 27 Jul 2026.