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Aull & Monroe Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aull & Monroe Investment 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 		$216K Buy
+5,977
New +$198K 0.09% 122

Other funds holding SCHA

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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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

Aull & Monroe Investment Management's SCHA Position: Q2 2026 in Review

Aull & Monroe Investment Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 5,977 shares worth $216K. The stake represents 0.09% of the portfolio and ranks #122 among its holdings.

500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Aull & Monroe Investment Management held 5,977 shares of Schwab U.S Small- Cap ETF worth $216K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Aull & Monroe Investment Management position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.09% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #122 holding.
  • 500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.