Bellevue Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bellevue Asset 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	$35.2K	Buy	974 +2	+0.2%	+$66	0.02%	209
2026 Q1	$28.3K	Buy	972 +1	+0.1%	+$30	0.01%	218
2025 Q4	$27.7K	Buy	971 +3	+0.3%	+$85	0.01%	214
2025 Q3	$27K	Buy	968 +4	+0.4%	+$107	0.01%	216
2025 Q2	$24.4K	Hold	964	–	–	0.01%	221
2025 Q1	$22.6K	Hold	964	–	–	0.01%	222
2024 Q4	$24.9K	Buy	964 +668	+226%	+$17.8K	0.01%	219
2024 Q3	$7.62K	Hold	296	–	–	﹤0.01%	283
2024 Q2	$7.02K	Hold	296	–	–	﹤0.01%	286
2024 Q1	$7.29K	Hold	296	–	–	﹤0.01%	276
2023 Q4	$6.99K	Hold	296	–	–	0.01%	278
2023 Q3	$6.13K	Hold	296	–	–	﹤0.01%	279
2023 Q2	$6.48K	Hold	296	–	–	﹤0.01%	288
2023 Q1	$6.21K	Hold	296	–	–	﹤0.01%	298
2022 Q4	$5.96K	Hold	296	–	–	﹤0.01%	301
2022 Q3	$6K	Hold	296	–	–	﹤0.01%	309
2022 Q2	$6K	Hold	296	–	–	﹤0.01%	313
2022 Q1	$7K	Hold	296	–	–	﹤0.01%	330
2021 Q4	$8K	Hold	296	–	–	﹤0.01%	337
2021 Q3	$7K	Hold	296	–	–	﹤0.01%	359
2021 Q2	$8K	Hold	296	–	–	﹤0.01%	348
2021 Q1	$7K	Hold	296	–	–	﹤0.01%	385
2020 Q4	$7K	Hold	296	–	–	﹤0.01%	377
2020 Q3	$5K	Hold	296	–	–	﹤0.01%	401
2020 Q2	$5K	Hold	296	–	–	0.01%	403
2020 Q1	$4K	Buy	296 +200	+208%	+$3.4K	﹤0.01%	425
2019 Q4	$2K	Buy	+96	New	+$1.74K	﹤0.01%	456

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

Bellevue Asset Management's SCHA Position: Q2 2026 in Review

Bellevue Asset Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.21% in Q2 2026, buying an estimated $66 and bringing the position to 974 shares worth $35.2K. The position accounts for 0.02% of the portfolio, ranked #209.

Bellevue Asset Management first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Bellevue Asset Management held 974 shares of Schwab U.S Small- Cap ETF worth $35.2K as of Q2 2026.
Bellevue Asset Management bought 2 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.
Schwab U.S Small- Cap ETF made up 0.02% of Bellevue Asset Management's portfolio in Q2 2026, its #209 holding.
Bellevue Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.