Arcadia Investment 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 | $2.02M | Hold |
55,897
| – | – | 0.85% | 27 |
|
|
2026
Q1 | $1.63M | Sell |
55,897
-1,846
| -3% | -$55.3K | 0.77% | 26 |
|
|
2025
Q4 | $1.64M | Sell |
57,743
-225
| -0.4% | -$6.35K | 0.77% | 27 |
|
|
2025
Q3 | $1.62M | Sell |
57,968
-1,809
| -3% | -$48.4K | 0.79% | 27 |
|
|
2025
Q2 | $1.51M | Sell |
59,777
-528
| -0.9% | -$12.5K | 0.78% | 25 |
|
|
2025
Q1 | $1.41M | Sell |
60,305
-2,538
| -4% | -$64.7K | 0.79% | 25 |
|
|
2024
Q4 | $1.63M | Sell |
62,843
-673
| -1% | -$17.9K | 0.89% | 25 |
|
|
2024
Q3 | $1.64M | Sell |
63,516
-162
| -0.3% | -$4.02K | 0.88% | 25 |
|
|
2024
Q2 | $1.51M | Sell |
63,678
-676
| -1% | -$16K | 0.86% | 25 |
|
|
2024
Q1 | $1.58M | Sell |
64,354
-2,722
| -4% | -$63.8K | 0.9% | 24 |
|
|
2023
Q4 | $1.58M | Sell |
67,076
-650
| -1% | -$13.7K | 0.96% | 24 |
|
|
2023
Q3 | $1.4M | Sell |
67,726
-984
| -1% | -$21.6K | 0.93% | 25 |
|
|
2023
Q2 | $1.5M | Sell |
68,710
-1,002
| -1% | -$20.9K | 0.99% | 23 |
|
|
2023
Q1 | $1.46M | Hold |
69,712
| – | – | 1.01% | 22 |
|
|
2022
Q4 | $1.41M | Sell |
69,712
-1,176
| -2% | -$24.1K | 0.99% | 22 |
|
|
2022
Q3 | $1.34M | Buy |
70,888
+2,060
| +3% | +$43.1K | 1.01% | 22 |
|
|
2022
Q2 | $1.34M | Sell |
68,828
-2,984
| -4% | -$63.8K | 0.99% | 22 |
|
|
2022
Q1 | $1.7M | Sell |
71,812
-6,480
| -8% | -$153K | 1.03% | 23 |
|
|
2021
Q4 | $2M | Sell |
78,292
-752
| -1% | -$19.5K | 1.02% | 23 |
|
|
2021
Q3 | $1.98M | Sell |
79,044
-14,932
| -16% | -$379K | 1.07% | 25 |
|
|
2021
Q2 | $2.45M | Sell |
93,976
-167,324
| -64% | -$4.28M | 1.31% | 21 |
|
|
2021
Q1 | $6.51M | Sell |
261,300
-44,332
| -15% | -$1.09M | 3.58% | 10 |
|
|
2020
Q4 | $6.8M | Buy |
305,632
+152,748
| +100% | +$3.04M | 3.88% | 9 |
|
|
2020
Q3 | $2.61M | Buy |
152,884
+67,908
| +80% | +$1.17M | 1.67% | 18 |
|
|
2020
Q2 | $1.39M | Sell |
84,976
-2,740
| -3% | -$41K | 0.94% | 21 |
|
|
2020
Q1 | $1.13M | Buy |
87,716
+3,180
| +4% | +$54K | 0.9% | 23 |
|
|
2019
Q4 | $1.6M | Sell |
84,536
-1,864
| -2% | -$33.7K | 1.05% | 22 |
|
|
2019
Q3 | $1.51M | Sell |
86,400
-2,144
| -2% | -$37.9K | 1.02% | 22 |
|
|
2019
Q2 | $1.58M | Sell |
88,544
-1,044
| -1% | -$18.5K | 1.07% | 22 |
|
|
2019
Q1 | $1.57M | Sell |
89,588
-38,632
| -30% | -$661K | 1.18% | 22 |
|
|
2018
Q4 | $1.95M | Sell |
128,220
-50,516
| -28% | -$854K | 1.71% | 14 |
|
|
2018
Q3 | $3.4M | Sell |
178,736
-16,384
| -8% | -$312K | 2.65% | 12 |
|
|
2018
Q2 | $3.59M | Sell |
195,120
-4,652
| -2% | -$84.2K | 2.84% | 12 |
|
|
2018
Q1 | $3.45M | Sell |
199,772
-19,620
| -9% | -$346K | 2.96% | 12 |
|
|
2017
Q4 | $3.83M | Buy |
+219,392
| New | +$3.76M | 3.27% | 11 |
|
Other funds holding SCHA
AA
Arcadia Investment Advisors's SCHA Position: Q2 2026 in Review
Arcadia Investment Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 55,897 shares worth $2.02M. The position accounts for 0.85% of the portfolio, ranked #27.
Arcadia Investment Advisors first reported a position in SCHA in Q4 2017 and has held it in 35 quarters since. The position peaked at $6.8M in Q4 2020. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Arcadia Investment Advisors held 55,897 shares of Schwab U.S Small- Cap ETF worth $2.02M as of Q2 2026.
- Arcadia Investment Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
- Schwab U.S Small- Cap ETF made up 0.85% of Arcadia Investment Advisors's portfolio in Q2 2026, its #27 holding.
- Arcadia Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Arcadia Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $6.8M in Q4 2020.
- 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Arcadia Investment Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.