Planning Strategies Inc.’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Planning Strategies Inc.’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	$4.05K	Buy	+112	New	+$3.7K	﹤0.01%	444

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BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Planning Strategies Inc.'s SCHA Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 112 shares worth $4.05K. The stake represents ﹤0.01% of the portfolio and ranks #444 among its holdings.

635 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Planning Strategies Inc. held 112 shares of Schwab U.S Small- Cap ETF worth $4.05K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Planning Strategies Inc. position in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #444 holding.
635 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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