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BCS Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

BCS Wealth 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 		$6.02M Sell
166,639
-6,618
-4% -$219K 1.08% 22
2026
Q1 		$5.04M Sell
173,257
-186,102
-52% -$5.58M 1.03% 25
2025
Q4 		$10.2M Buy
359,359
+164,357
+84% +$4.64M 1.03% 24
2025
Q3 		$5.44M Sell
195,002
-36,863
-16% -$986K 1.23% 20
2025
Q2 		$5.87M Buy
231,865
+30,963
+15% +$732K 1.26% 15
2025
Q1 		$4.71M Sell
200,902
-15,392
-7% -$392K 1.21% 19
2024
Q4 		$5.59M Buy
+216,294
New +$5.75M 1.39% 16
2024
Q2 		– Sell
-229,848
Closed -$5.66M – 203
2024
Q1 		$5.66M Sell
229,848
-1,540
-0.7% -$36.1K 1.82% 12
2023
Q4 		$5.46M Sell
231,388
-3,590
-2% -$75.7K 2.01% 10
2023
Q3 		$4.87M Buy
+234,978
New +$5.16M 2.02% 10
2023
Q2 		– Sell
-263,020
Closed -$5.51M – 149
2023
Q1 		$5.51M Buy
263,020
+19,172
+8% +$412K 2.49% 10
2022
Q4 		$4.94M Buy
243,848
+38,646
+19% +$792K 2.07% 9
2022
Q3 		$3.88M Buy
205,202
+4,550
+2% +$95.2K 1.82% 12
2022
Q2 		$3.91M Buy
200,652
+2,152
+1% +$46K 1.74% 12
2022
Q1 		$4.7M Sell
198,500
-24,932
-11% -$589K 1.95% 11
2021
Q4 		$5.72M Buy
223,432
+21,168
+10% +$548K 2.05% 10
2021
Q3 		$5.06M Buy
202,264
+5,384
+3% +$137K 2.15% 12
2021
Q2 		$5.13M Sell
196,880
-4,888
-2% -$125K 2.73% 9
2021
Q1 		$5.03M Buy
201,768
+1,248
+0.6% +$30.7K 2.39% 10
2020
Q4 		$4.46M Sell
200,520
-4,848
-2% -$96.5K 2.32% 10
2020
Q3 		$3.51M Sell
205,368
-3,092
-1% -$53.2K 1.98% 12
2020
Q2 		$3.4M Sell
208,460
-10,960
-5% -$164K 2.04% 12
2020
Q1 		$2.83M Buy
219,420
+34,344
+19% +$584K 1.98% 12
2019
Q4 		$3.5M Buy
+185,076
New +$3.35M 2.33% 13

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

BCS Wealth Management's SCHA Position: Q2 2026 in Review

BCS Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q2 2026, selling an estimated $219K and leaving 166,639 shares worth $6.02M. The position accounts for 1.08% of the portfolio, ranked #22.

BCS Wealth Management first reported a position in SCHA in Q4 2019 and has held it in 24 quarters since. The position peaked at $10.2M in Q4 2025. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • BCS Wealth Management held 166,639 shares of Schwab U.S Small- Cap ETF worth $6.02M as of Q2 2026.
  • BCS Wealth Management sold 6,618 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $219K.
  • Schwab U.S Small- Cap ETF made up 1.08% of BCS Wealth Management's portfolio in Q2 2026, its #22 holding.
  • BCS Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • BCS Wealth Management's Schwab U.S Small- Cap ETF position peaked at $10.2M in Q4 2025.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.