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

Becker 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	$265K	Hold	7,325	–	–	0.01%	277
2026 Q1	$213K	Sell	7,325 -160	-2%	-$4.8K	0.01%	289
2025 Q4	$213K	Buy	7,485 +160	+2%	+$4.52K	0.01%	294
2025 Q3	$204K	Sell	7,325 -1,000	-12%	-$26.7K	0.01%	288
2025 Q2	$211K	Buy	+8,325	New	+$197K	0.01%	272
2025 Q1	–	Sell	-8,325	Closed	-$215K	–	279
2024 Q4	$215K	Sell	8,325 -1	-0%	-$27	0.01%	260
2024 Q3	$214K	Buy	+8,326	New	+$207K	0.01%	265

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Becker Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,325 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #277.

Becker Capital Management first reported a position in SCHA in Q3 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Becker Capital Management held 7,325 shares of Schwab U.S Small- Cap ETF worth $265K as of Q2 2026.
Becker Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Becker Capital Management's portfolio in Q2 2026, its #277 holding.
Becker Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Becker Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.