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Affinity Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Affinity Capital Advisors’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 		– Sell
-7,746
Closed -$225K – 212
2026
Q1 		$225K Buy
+7,746
New +$232K 0.03% 168

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Affinity Capital Advisors's SCHA Position: Q2 2026 in Review

Affinity Capital Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 7,746 shares — an estimated $225K sold.

Affinity Capital Advisors first reported a position in SCHA in Q1 2026 and held it in 1 quarter. The position peaked at $225K in Q1 2026. 264 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Affinity Capital Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Affinity Capital Advisors sold 7,746 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $225K.
  • Affinity Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and held it in 1 quarter.
  • Affinity Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $225K in Q1 2026.
  • 264 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Affinity Capital Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.