Armbruster Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Armbruster Capital Management’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	$788K	Sell	21,805 -75	-0.3%	-$2.48K	0.12%	67
2026 Q1	$636K	Sell	21,880 -50	-0.2%	-$1.5K	0.1%	78
2025 Q4	$625K	Hold	21,930	–	–	0.1%	77
2025 Q3	$612K	Hold	21,930	–	–	0.1%	80
2025 Q2	$555K	Hold	21,930	–	–	0.1%	78
2025 Q1	$514K	Hold	21,930	–	–	0.1%	83
2024 Q4	$567K	Sell	21,930 -40	-0.2%	-$1.06K	0.12%	78
2024 Q3	$566K	Sell	21,970 -50	-0.2%	-$1.24K	0.11%	82
2024 Q2	$522K	Sell	22,020 -30	-0.1%	-$711	0.11%	79
2024 Q1	$543K	Hold	22,050	–	–	0.12%	69
2023 Q4	$521K	Hold	22,050	–	–	0.12%	67
2023 Q3	$457K	Hold	22,050	–	–	0.12%	69
2023 Q2	$483K	Hold	22,050	–	–	0.12%	67
2023 Q1	$462K	Sell	22,050 -30	-0.1%	-$645	0.12%	71
2022 Q4	$447K	Hold	22,080	–	–	0.12%	73
2022 Q3	$417K	Hold	22,080	–	–	0.12%	74
2022 Q2	$430K	Hold	22,080	–	–	0.12%	75
2022 Q1	$523K	Sell	22,080 -1,000	-4%	-$23.6K	0.13%	73
2021 Q4	$591K	Buy	23,080 +1,000	+5%	+$25.9K	0.14%	70
2021 Q3	$553K	Hold	22,080	–	–	0.16%	51
2021 Q2	$575K	Sell	22,080 -120	-0.5%	-$3.07K	0.16%	53
2021 Q1	$553K	Sell	22,200 -60	-0.3%	-$1.48K	0.16%	46
2020 Q4	$495K	Sell	22,260 -140	-0.6%	-$2.79K	0.17%	49
2020 Q3	$383K	Sell	22,400 -2,824	-11%	-$48.6K	0.15%	59
2020 Q2	$412K	Sell	25,224 -300	-1%	-$4.49K	0.17%	51
2020 Q1	$329K	Buy	+25,524	New	+$434K	0.16%	57
2018 Q2	–	Sell	-8,968	Closed	-$155K	–	171
2018 Q1	$155K	Buy	8,968 +60	+0.7%	+$1.06K	0.07%	77
2017 Q4	$155K	Sell	8,908 -232	-3%	-$3.97K	0.07%	76
2017 Q3	$154K	Sell	9,140 -252	-3%	-$4.05K	0.08%	72
2017 Q2	$150K	Buy	9,392 +20	+0.2%	+$316	0.08%	71
2017 Q1	$148K	Sell	9,372 -104	-1%	-$1.63K	0.08%	74
2016 Q4	$146K	Sell	9,476 -636	-6%	-$9.35K	0.09%	77
2016 Q3	$145K	Buy	10,112 +192	+2%	+$2.72K	0.09%	76
2016 Q2	$134K	Buy	9,920 +140	+1%	+$1.86K	0.09%	78
2016 Q1	$127K	Buy	9,780 +48	+0.5%	+$581	0.09%	78
2015 Q4	$127K	Buy	+9,732	New	+$130K	0.11%	79

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Armbruster Capital Management's SCHA Position: Q2 2026 in Review

Armbruster Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.34% in Q2 2026, selling an estimated $2.48K and leaving 21,805 shares worth $788K. The position accounts for 0.12% of the portfolio, ranked #67.

Armbruster Capital Management first reported a position in SCHA in Q4 2015 and has held it in 36 quarters since. 311 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Armbruster Capital Management held 21,805 shares of Schwab U.S Small- Cap ETF worth $788K as of Q2 2026.
Armbruster Capital Management sold 75 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.48K.
Schwab U.S Small- Cap ETF made up 0.12% of Armbruster Capital Management's portfolio in Q2 2026, its #67 holding.
Armbruster Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and has held it in 36 quarters since.
311 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Armbruster Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.