AC
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Apella Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Apella Capital’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 		$1.77M Sell
51,237
-3,682
-7% -$122K 0.03% 284
2026
Q1 		$1.77M Sell
54,919
-1,582
-3% -$47.4K 0.03% 274
2025
Q4 		$1.61M Buy
56,501
+9,929
+21% +$280K 0.03% 224
2025
Q3 		$1.3M Buy
46,572
+35,610
+325% +$952K 0.03% 219
2025
Q2 		$282K Buy
10,962
+2
+0% +$47 0.01% 360
2025
Q1 		$245K Sell
10,960
-1,939
-15% -$49.4K 0.01% 343
2024
Q4 		$334K Buy
12,899
+9
+0.1% +$239 0.01% 277
2024
Q3 		$327K Buy
+12,890
New +$320K 0.01% 262
2024
Q1 		– Sell
-10,158
Closed -$232K – 300
2023
Q4 		$232K Buy
+10,158
New +$214K 0.01% 264

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

Apella Capital's SCHA Position: Q2 2026 in Review

Apella Capital reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.7% in Q2 2026, selling an estimated $122K and leaving 51,237 shares worth $1.77M. The position accounts for 0.03% of the portfolio, ranked #284.

Apella Capital first reported a position in SCHA in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.77M in Q1 2026. 311 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Apella Capital held 51,237 shares of Schwab U.S Small- Cap ETF worth $1.77M as of Q2 2026.
  • Apella Capital sold 3,682 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $122K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Apella Capital's portfolio in Q2 2026, its #284 holding.
  • Apella Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • Apella Capital's Schwab U.S Small- Cap ETF position peaked at $1.77M in Q1 2026.
  • 311 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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