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

Bensler’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	$1.75M	Sell	48,568 -1,099	-2%	-$36.3K	0.16%	84
2026 Q1	$1.44M	Sell	49,667 -8,657	-15%	-$259K	0.15%	88
2025 Q4	$1.66M	Sell	58,324 -2,611	-4%	-$73.7K	0.17%	86
2025 Q3	$1.7M	Sell	60,935 -3,709	-6%	-$99.2K	0.18%	83
2025 Q2	$1.64M	Sell	64,644 -15,799	-20%	-$374K	0.18%	84
2025 Q1	$1.88M	Sell	80,443 -11,666	-13%	-$297K	0.24%	80
2024 Q4	$2.38M	Sell	92,109 -7,307	-7%	-$194K	0.28%	73
2024 Q3	$2.56M	Sell	99,416 -8,212	-8%	-$204K	0.32%	71
2024 Q2	$2.55M	Sell	107,628 -15,550	-13%	-$369K	0.34%	67
2024 Q1	$3.03M	Sell	123,178 -26,200	-18%	-$614K	0.44%	60
2023 Q4	$3.53M	Sell	149,378 -17,148	-10%	-$361K	0.59%	57
2023 Q3	$3.45M	Sell	166,526 -5,002	-3%	-$110K	0.66%	48
2023 Q2	$3.76M	Sell	171,528 -12,564	-7%	-$262K	0.71%	47
2023 Q1	$3.86M	Sell	184,092 -10,582	-5%	-$227K	0.78%	44
2022 Q4	$3.94M	Sell	194,674 -1,958	-1%	-$40.1K	0.88%	42
2022 Q3	$3.72M	Sell	196,632 -276	-0.1%	-$5.77K	0.89%	39
2022 Q2	$3.84M	Sell	196,908 -4,102	-2%	-$87.7K	0.91%	37
2022 Q1	$4.76M	Buy	+201,010	New	+$4.74M	1%	31

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Bensler's SCHA Position: Q2 2026 in Review

Bensler reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q2 2026, selling an estimated $36.3K and leaving 48,568 shares worth $1.75M. The position accounts for 0.16% of the portfolio, ranked #84.

Bensler first reported a position in SCHA in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.76M in Q1 2022. 542 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Bensler held 48,568 shares of Schwab U.S Small- Cap ETF worth $1.75M as of Q2 2026.
Bensler sold 1,099 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $36.3K.
Schwab U.S Small- Cap ETF made up 0.16% of Bensler's portfolio in Q2 2026, its #84 holding.
Bensler first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 18 quarters since.
Bensler's Schwab U.S Small- Cap ETF position peaked at $4.76M in Q1 2022.
542 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.