Acorn Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $773K | Buy |
21,407
+3,390
| +19% | +$112K | 0.19% | 115 |
|
|
2026
Q1 | $524K | Sell |
18,017
-1,201
| -6% | -$36K | 0.15% | 135 |
|
|
2025
Q4 | $547K | Sell |
19,218
-1,607
| -8% | -$45.4K | 0.16% | 125 |
|
|
2025
Q3 | $581K | Sell |
20,825
-661
| -3% | -$17.7K | 0.18% | 124 |
|
|
2025
Q2 | $544K | Buy |
21,486
+22
| +0.1% | +$520 | 0.2% | 109 |
|
|
2025
Q1 | $503K | Buy |
21,464
+48
| +0.2% | +$1.22K | 0.21% | 103 |
|
|
2024
Q4 | $554K | Sell |
21,416
-1,320
| -6% | -$35.1K | 0.23% | 90 |
|
|
2024
Q3 | $585K | Sell |
22,736
-94
| -0.4% | -$2.33K | 0.25% | 81 |
|
|
2024
Q2 | $542K | Sell |
22,830
-1,568
| -6% | -$37.2K | 0.27% | 78 |
|
|
2024
Q1 | $601K | Buy |
24,398
+56
| +0.2% | +$1.31K | 0.31% | 69 |
|
|
2023
Q4 | $575K | Sell |
24,342
-3,036
| -11% | -$64K | 0.34% | 67 |
|
|
2023
Q3 | $567K | Buy |
27,378
+1,750
| +7% | +$38.4K | 0.38% | 58 |
|
|
2023
Q2 | $561K | Sell |
25,628
-2,492
| -9% | -$51.9K | 0.38% | 67 |
|
|
2023
Q1 | $590K | Sell |
28,120
-34
| -0.1% | -$731 | 0.44% | 52 |
|
|
2022
Q4 | $570K | Sell |
28,154
-1,238
| -4% | -$25.4K | 0.44% | 56 |
|
|
2022
Q3 | $556K | Sell |
29,392
-1,474
| -5% | -$30.8K | 0.46% | 49 |
|
|
2022
Q2 | $602K | Sell |
30,866
-956
| -3% | -$20.4K | 0.48% | 50 |
|
|
2022
Q1 | $754K | Sell |
31,822
-2,514
| -7% | -$59.3K | 0.52% | 40 |
|
|
2021
Q4 | $879K | Buy |
34,336
+6,448
| +23% | +$167K | 0.56% | 42 |
|
|
2021
Q3 | $698K | Sell |
27,888
-752
| -3% | -$19.1K | 0.49% | 48 |
|
|
2021
Q2 | $746K | Sell |
28,640
-668
| -2% | -$17.1K | 0.52% | 47 |
|
|
2021
Q1 | $730K | Buy |
29,308
+80
| +0.3% | +$1.97K | 0.52% | 46 |
|
|
2020
Q4 | $650K | Sell |
29,228
-1,216
| -4% | -$24.2K | 0.51% | 45 |
|
|
2020
Q3 | $520K | Buy |
30,444
+172
| +0.6% | +$2.96K | 0.46% | 51 |
|
|
2020
Q2 | $494K | Buy |
30,272
+1,984
| +7% | +$29.7K | 0.46% | 49 |
|
|
2020
Q1 | $357K | Sell |
28,288
-11,752
| -29% | -$200K | 0.4% | 54 |
|
|
2019
Q4 | $754K | Sell |
40,040
-1,052
| -3% | -$19K | 0.63% | 32 |
|
|
2019
Q3 | $746K | Sell |
41,092
-8,004
| -16% | -$141K | 0.64% | 32 |
|
|
2019
Q2 | $858K | Sell |
49,096
-8,084
| -14% | -$143K | 0.79% | 28 |
|
|
2019
Q1 | $1.03M | Sell |
57,180
-4,628
| -7% | -$79.2K | 0.93% | 21 |
|
|
2018
Q4 | $994K | Sell |
61,808
-8,188
| -12% | -$138K | 1.02% | 21 |
|
|
2018
Q3 | $1.22M | Buy |
69,996
+1,432
| +2% | +$27.3K | 1.2% | 19 |
|
|
2018
Q2 | $1.27M | Buy |
68,564
+4,904
| +8% | +$88.7K | 1.08% | 18 |
|
|
2018
Q1 | $1.12M | Buy |
63,660
+8,600
| +16% | +$152K | 0.97% | 19 |
|
|
2017
Q4 | $972K | Buy |
+55,060
| New | +$943K | 0.89% | 20 |
|
Other funds holding SCHA
AA
Acorn Wealth Advisors's SCHA Position: Q2 2026 in Review
Acorn Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q2 2026, buying an estimated $112K and bringing the position to 21,407 shares worth $773K. The position accounts for 0.19% of the portfolio, ranked #115.
Acorn Wealth Advisors first reported a position in SCHA in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.27M in Q2 2018. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Acorn Wealth Advisors held 21,407 shares of Schwab U.S Small- Cap ETF worth $773K as of Q2 2026.
- Acorn Wealth Advisors bought 3,390 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $112K.
- Schwab U.S Small- Cap ETF made up 0.19% of Acorn Wealth Advisors's portfolio in Q2 2026, its #115 holding.
- Acorn Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Acorn Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.27M in Q2 2018.
- 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Acorn Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.