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

Barden 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 		$2.06M Buy
+56,987
New +$1.88M 1.9% 19
2025
Q2 		– Sell
-194,751
Closed -$4.56M – 61
2025
Q1 		$4.56M Buy
194,751
+5,513
+3% +$141K 4.06% 3
2024
Q4 		$4.89M Buy
189,238
+120,544
+175% +$3.21M 4.2% 3
2024
Q3 		$1.77M Buy
68,694
+4,258
+7% +$106K 1.55% 24
2024
Q2 		$1.53M Sell
64,436
-574
-0.9% -$13.6K 1.44% 27
2024
Q1 		$1.6M Sell
65,010
-78,192
-55% -$1.83M 1.55% 26
2023
Q4 		$2.98M Buy
143,202
+10,728
+8% +$226K 2.43% 13
2023
Q3 		$2.73M Buy
132,474
+4,484
+4% +$98.4K 2.66% 10
2023
Q2 		$2.8M Buy
127,990
+3,814
+3% +$79.5K 3.08% 6
2023
Q1 		$2.6M Buy
124,176
+1,228
+1% +$26.4K 2.49% 7
2022
Q4 		$2.49M Buy
122,948
+2,004
+2% +$41.1K 2.55% 8
2022
Q3 		$2.29M Buy
120,944
+3,220
+3% +$67.3K 2.66% 9
2022
Q2 		$2.3M Buy
117,724
+18,896
+19% +$404K 2.49% 9
2022
Q1 		$2.34M Buy
98,828
+3,056
+3% +$72.1K 2.29% 11
2021
Q4 		$2.45M Buy
+95,772
New +$2.48M 2.34% 9

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

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

Barden Capital Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 56,987 shares worth $2.06M. The stake represents 1.9% of the portfolio and ranks #19 among its holdings. This is a return to the name: Barden Capital Management previously reported a position in SCHA as recently as Q1 2025.

Barden Capital Management first reported a position in SCHA in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.89M in Q4 2024. 903 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Barden Capital Management held 56,987 shares of Schwab U.S Small- Cap ETF worth $2.06M as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Barden Capital Management position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 1.9% of Barden Capital Management's portfolio in Q2 2026, its #19 holding.
  • Barden Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Barden Capital Management's Schwab U.S Small- Cap ETF position peaked at $4.89M in Q4 2024.
  • 903 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Barden Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.