Zynergy Retirement Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Zynergy Retirement 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	$20.4M	Sell	565,809 -5,784	-1%	-$191K	11.08%	4
2026 Q1	$16.6M	Sell	571,593 -10,718	-2%	-$321K	10.05%	5
2025 Q4	$16.6M	Buy	582,311 +10,442	+2%	+$295K	10.2%	4
2025 Q3	$16M	Buy	571,869 +5,086	+0.9%	+$136K	10.06%	5
2025 Q2	$14.3M	Buy	566,783 +35,669	+7%	+$843K	9.62%	5
2025 Q1	$13.7M	Buy	531,114 +265,541	+100%	+$6.77M	9.74%	5
2024 Q4	$13.7M	Sell	265,573 -265,573	-50%	-$7.07M	9.64%	5
2024 Q3	$13.7M	Buy	531,146 +1,244	+0.2%	+$30.9K	9.64%	5
2024 Q2	$12.6M	Buy	+529,902	New	+$12.6M	9.62%	5

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

Zynergy Retirement Planning's SCHA Position: Q2 2026 in Review

Zynergy Retirement Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q2 2026, selling an estimated $191K and leaving 565,809 shares worth $20.4M. The position accounts for 11.08% of the portfolio, ranked #4.

Zynergy Retirement Planning first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Zynergy Retirement Planning held 565,809 shares of Schwab U.S Small- Cap ETF worth $20.4M as of Q2 2026.
Zynergy Retirement Planning sold 5,784 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $191K.
Schwab U.S Small- Cap ETF made up 11.08% of Zynergy Retirement Planning's portfolio in Q2 2026, its #4 holding.
Zynergy Retirement Planning first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.