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

BCK 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 		$1.65M Sell
45,638
-1,826
-4% -$60.3K 0.79% 10
2026
Q1 		$1.38M Sell
47,464
-281
-0.6% -$8.42K 0.75% 10
2025
Q4 		$1.36M Sell
47,745
-425
-0.9% -$12K 0.73% 10
2025
Q3 		$1.34M Sell
48,170
-470
-1% -$12.6K 0.72% 10
2025
Q2 		$1.23M Sell
48,640
-350
-0.7% -$8.27K 0.72% 10
2025
Q1 		$1.15M Sell
48,990
-255
-0.5% -$6.5K 0.72% 10
2024
Q4 		$1.27M Sell
49,245
-5,201
-10% -$138K 0.78% 10
2024
Q3 		$1.4M Sell
54,446
-686
-1% -$17K 0.67% 10
2024
Q2 		$1.31M Sell
55,132
-1,968
-3% -$46.6K 0.68% 11
2024
Q1 		$1.41M Sell
57,100
-3,770
-6% -$88.3K 0.75% 10
2023
Q4 		$1.44M Sell
60,870
-3,376
-5% -$71.2K 0.82% 9
2023
Q3 		$1.33M Sell
64,246
-1,190
-2% -$26.1K 0.83% 9
2023
Q2 		$1.43M Sell
65,436
-8,984
-12% -$187K 0.9% 9
2023
Q1 		$1.56M Sell
74,420
-8,968
-11% -$193K 1.01% 10
2022
Q4 		$1.69M Sell
83,388
-33,814
-29% -$693K 1.14% 11
2022
Q3 		$2.21M Buy
117,202
+51,878
+79% +$1.09M 1.6% 10
2022
Q2 		$1.27M Sell
65,324
-284
-0.4% -$6.07K 0.89% 9
2022
Q1 		$1.55M Sell
65,608
-628
-0.9% -$14.8K 0.96% 9
2021
Q4 		$1.7M Sell
66,236
-1,400
-2% -$36.2K 1.02% 9
2021
Q3 		$1.69M Sell
67,636
-4,424
-6% -$112K 1.07% 9
2021
Q2 		$1.88M Sell
72,060
-4,900
-6% -$125K 1.24% 9
2021
Q1 		$1.95M Sell
76,960
-5,948
-7% -$146K 1.39% 9
2020
Q4 		$1.84M Buy
+82,908
New +$1.65M 1.61% 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
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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
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
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

BCK Partners's SCHA Position: Q2 2026 in Review

BCK Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q2 2026, selling an estimated $60.3K and leaving 45,638 shares worth $1.65M. The position accounts for 0.79% of the portfolio, ranked #10.

BCK Partners first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.21M in Q3 2022. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • BCK Partners held 45,638 shares of Schwab U.S Small- Cap ETF worth $1.65M as of Q2 2026.
  • BCK Partners sold 1,826 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $60.3K.
  • Schwab U.S Small- Cap ETF made up 0.79% of BCK Partners's portfolio in Q2 2026, its #10 holding.
  • BCK Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • BCK Partners's Schwab U.S Small- Cap ETF position peaked at $2.21M in Q3 2022.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on BCK Partners's 13F filing for Q2 2026, filed 20 Jul 2026.