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Alley Investment Management Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Alley Investment Management Company’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 		$257K Sell
7,121
-11
-0.2% -$363 0.03% 85
2026
Q1 		$207K Sell
7,132
-158
-2% -$4.74K 0.03% 84
2025
Q4 		$208K Sell
7,290
-106
-1% -$2.99K 0.02% 90
2025
Q3 		$206K Buy
+7,396
New +$198K 0.02% 86

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Alley Investment Management Company's SCHA Position: Q2 2026 in Review

Alley Investment Management Company reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.15% in Q2 2026, selling an estimated $363 and leaving 7,121 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #85.

Alley Investment Management Company first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 960 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Alley Investment Management Company held 7,121 shares of Schwab U.S Small- Cap ETF worth $257K as of Q2 2026.
  • Alley Investment Management Company sold 11 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $363.
  • Schwab U.S Small- Cap ETF made up 0.03% of Alley Investment Management Company's portfolio in Q2 2026, its #85 holding.
  • Alley Investment Management Company first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 960 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Alley Investment Management Company's 13F filing for Q2 2026, filed 23 Jul 2026.