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Accredited Investors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Accredited Investors’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 		$271K Buy
+7,508
New +$248K 0.01% 256
2025
Q2 		– Sell
-9,009
Closed -$211K – 255
2025
Q1 		$211K Buy
+9,009
New +$230K 0.01% 226

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Accredited Investors's SCHA Position: Q2 2026 in Review

Accredited Investors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 7,508 shares worth $271K. The stake represents 0.01% of the portfolio and ranks #256 among its holdings. This is a return to the name: Accredited Investors previously reported a position in SCHA as recently as Q1 2025.

Accredited Investors first reported a position in SCHA in Q1 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Accredited Investors held 7,508 shares of Schwab U.S Small- Cap ETF worth $271K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Accredited Investors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #256 holding.
  • Accredited Investors first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.