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Aspect Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aspect Partners’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 		$57.8K Hold
1,600
– – 0.02% 140
2026
Q1 		$46.5K Hold
1,600
– – 0.02% 147
2025
Q4 		$45.6K Sell
1,600
-796
-33% -$22.5K 0.02% 147
2025
Q3 		$66.8K Sell
2,396
-36
-1% -$963 0.03% 136
2025
Q2 		$61.5K Buy
2,432
+20
+0.8% +$473 0.03% 143
2025
Q1 		$56.5K Buy
2,412
+16
+0.7% +$408 0.03% 122
2024
Q4 		$62K Buy
2,396
+1,600
+201% +$42.6K 0.04% 121
2024
Q3 		$20.5K Hold
796
– – 0.01% 185
2024
Q2 		$18.9K Hold
796
– – 0.01% 193
2024
Q1 		$19.6K Hold
796
– – 0.02% 183
2023
Q4 		$18.8K Buy
+796
New +$16.8K 0.01% 187

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Aspect Partners's SCHA Position: Q2 2026 in Review

Aspect Partners held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 1,600 shares worth $57.8K. The position accounts for 0.02% of the portfolio, ranked #140.

Aspect Partners first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.8K in Q3 2025. 419 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Aspect Partners held 1,600 shares of Schwab U.S Small- Cap ETF worth $57.8K as of Q2 2026.
  • Aspect Partners left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Aspect Partners's portfolio in Q2 2026, its #140 holding.
  • Aspect Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Aspect Partners's Schwab U.S Small- Cap ETF position peaked at $66.8K in Q3 2025.
  • 419 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.