XY Planning Network’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

XY Planning Network’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 Q3	$1.63M	Buy	50,014 +1,107	+2%	+$37.9K	0.18%	112
2026 Q2	$1.77M	Buy	48,907 +564	+1%	+$18.6K	0.22%	101
2026 Q1	$1.42M	Buy	48,343 +234	+0.5%	+$7.01K	0.23%	101
2025 Q4	$1.37M	Buy	48,109 +253	+0.5%	+$7.14K	0.24%	100
2025 Q3	$1.21M	Hold	47,856	–	–	0.41%	63
2025 Q2	$1.21M	Buy	+47,856	New	+$1.13M	0.41%	63

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return

TruNorth Capital Management Kalamazoo, Michigan $641M AUM 11.29% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return

XY Planning Network's SCHA Position: Q3 2026 in Review

XY Planning Network increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q3 2026, buying an estimated $37.9K and bringing the position to 50,014 shares worth $1.63M. The position accounts for 0.18% of the portfolio, ranked #112.

XY Planning Network first reported a position in SCHA in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.77M in Q2 2026. 477 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

XY Planning Network held 50,014 shares of Schwab U.S Small- Cap ETF worth $1.63M as of Q3 2026.
XY Planning Network bought 1,107 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $37.9K.
Schwab U.S Small- Cap ETF made up 0.18% of XY Planning Network's portfolio in Q3 2026, its #112 holding.
XY Planning Network first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's Schwab U.S Small- Cap ETF position peaked at $1.77M in Q2 2026.
477 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.