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

Birchbrook’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	$380K	Hold	10,520	–	–	0.18%	66
2026 Q1	$306K	Hold	10,520	–	–	0.15%	65
2025 Q4	$300K	Hold	10,520	–	–	0.15%	63
2025 Q3	$294K	Hold	10,520	–	–	0.15%	63
2025 Q2	$266K	Hold	10,520	–	–	0.14%	65
2025 Q1	$246K	Hold	10,520	–	–	0.14%	61
2024 Q4	$272K	Hold	10,520	–	–	0.15%	56
2024 Q3	$271K	Hold	10,520	–	–	0.15%	55
2024 Q2	$250K	Hold	10,520	–	–	0.15%	58
2024 Q1	$259K	Hold	10,520	–	–	0.15%	56
2023 Q4	$248K	Buy	+10,520	New	+$222K	0.16%	59

Other funds holding SCHA

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

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

Birchbrook's SCHA Position: Q2 2026 in Review

Birchbrook held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 10,520 shares worth $380K. The position accounts for 0.18% of the portfolio, ranked #66.

Birchbrook first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Birchbrook held 10,520 shares of Schwab U.S Small- Cap ETF worth $380K as of Q2 2026.
Birchbrook left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.18% of Birchbrook's portfolio in Q2 2026, its #66 holding.
Birchbrook first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.