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

Baldwin 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 		$295K Buy
8,160
+4
+0% +$132 0.03% 203
2026
Q1 		$237K Buy
8,156
+2
+0% +$60 0.03% 197
2025
Q4 		$232K Buy
8,154
+7
+0.1% +$198 0.03% 198
2025
Q3 		$227K Buy
8,147
+5
+0.1% +$134 0.03% 199
2025
Q2 		$206K Buy
+8,142
New +$192K 0.02% 205
2025
Q1 		– Sell
-23,907
Closed -$618K – 208
2024
Q4 		$618K Sell
23,907
-933
-4% -$24.8K 0.08% 130
2024
Q3 		$640K Sell
24,840
-2,122
-8% -$52.7K 0.08% 137
2024
Q2 		$640K Sell
26,962
-3,500
-11% -$83K 0.09% 132
2024
Q1 		$750K Buy
+30,462
New +$714K 0.1% 127
2023
Q2 		– Sell
-11,582
Closed -$243K – 203
2023
Q1 		$243K Sell
11,582
-232
-2% -$4.99K 0.04% 183
2022
Q4 		$239K Buy
11,814
+1,028
+10% +$21.1K 0.04% 183
2022
Q3 		$204 Sell
10,786
-13,136
-55% -$275K 0.04% 196
2022
Q2 		$466 Buy
23,922
+1,142
+5% +$24.4K 0.09% 145
2022
Q1 		$539 Sell
22,780
-2,308
-9% -$54.5K 0.08% 150
2021
Q4 		$642 Buy
25,088
+15,700
+167% +$406K 0.1% 141
2021
Q3 		$235K Sell
9,388
-460
-5% -$11.7K 0.04% 224
2021
Q2 		$256K Buy
9,848
+8
+0.1% +$205 0.04% 218
2021
Q1 		$245K Buy
9,840
+112
+1% +$2.75K 0.04% 217
2020
Q4 		$216K Buy
+9,728
New +$194K 0.04% 221

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Baldwin Investment Management's SCHA Position: Q2 2026 in Review

Baldwin Investment Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.05% in Q2 2026, buying an estimated $132 and bringing the position to 8,160 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #203.

Baldwin Investment Management first reported a position in SCHA in Q4 2020 and has held it in 19 quarters since. The position peaked at $750K in Q1 2024. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Baldwin Investment Management held 8,160 shares of Schwab U.S Small- Cap ETF worth $295K as of Q2 2026.
  • Baldwin Investment Management bought 4 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $132.
  • Schwab U.S Small- Cap ETF made up 0.03% of Baldwin Investment Management's portfolio in Q2 2026, its #203 holding.
  • Baldwin Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 19 quarters since.
  • Baldwin Investment Management's Schwab U.S Small- Cap ETF position peaked at $750K in Q1 2024.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.