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

Zhang Financial’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 		$1M Buy
27,814
+2,361
+9% +$78K 0.03% 197
2026
Q1 		$740K Buy
25,453
+3,277
+15% +$98.2K 0.03% 217
2025
Q4 		$632K Buy
22,176
+359
+2% +$10.1K 0.02% 205
2025
Q3 		$609K Buy
21,817
+8
+0% +$214 0.02% 198
2025
Q2 		$552K Sell
21,809
-1,592
-7% -$37.6K 0.03% 196
2025
Q1 		$548K Buy
23,401
+2,407
+11% +$61.4K 0.03% 200
2024
Q4 		$543K Sell
20,994
-1,184
-5% -$31.5K 0.03% 192
2024
Q3 		$571K Sell
22,178
-1,370
-6% -$34K 0.04% 185
2024
Q2 		$559K Buy
23,548
+10,070
+75% +$239K 0.04% 175
2024
Q1 		$332K Sell
13,478
-20,162
-60% -$472K 0.02% 215
2023
Q4 		$795K Buy
33,640
+2,580
+8% +$54.4K 0.07% 146
2023
Q3 		$641K Sell
31,060
-2,074
-6% -$45.5K 0.07% 142
2023
Q2 		$732K Sell
33,134
-1,210
-4% -$25.2K 0.08% 139
2023
Q1 		$720K Sell
34,344
-16,160
-32% -$347K 0.08% 134
2022
Q4 		$1.02M Buy
50,504
+4,940
+11% +$101K 0.13% 95
2022
Q3 		$861K Buy
45,564
+80
+0.2% +$1.67K 0.13% 88
2022
Q2 		$886K Buy
45,484
+5,070
+13% +$108K 0.14% 86
2022
Q1 		$957K Buy
+40,414
New +$954K 0.16% 85

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Zhang Financial's SCHA Position: Q2 2026 in Review

Zhang Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.3% in Q2 2026, buying an estimated $78K and bringing the position to 27,814 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #197.

Zhang Financial first reported a position in SCHA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.02M in Q4 2022. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Zhang Financial held 27,814 shares of Schwab U.S Small- Cap ETF worth $1M as of Q2 2026.
  • Zhang Financial bought 2,361 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $78K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Zhang Financial's portfolio in Q2 2026, its #197 holding.
  • Zhang Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 18 quarters since.
  • Zhang Financial's Schwab U.S Small- Cap ETF position peaked at $1.02M in Q4 2022.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.