Blue Sky Capital Consultants Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Blue Sky Capital Consultants Group’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	$2.24M	Buy	61,980 +12,041	+24%	+$398K	0.96%	29
2026 Q1	$1.45M	Buy	49,939 +5,108	+11%	+$153K	0.69%	33
2025 Q4	$1.28M	Buy	44,831 +18,617	+71%	+$526K	0.55%	33
2025 Q3	$731K	Sell	26,214 -1,567	-6%	-$41.9K	0.32%	36
2025 Q2	$703K	Sell	27,781 -1,267	-4%	-$30K	0.35%	36
2025 Q1	$681K	Buy	29,048 +103	+0.4%	+$2.63K	0.44%	37
2024 Q4	$749K	Buy	+28,945	New	+$770K	0.45%	35

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

Blue Sky Capital Consultants Group's SCHA Position: Q2 2026 in Review

Blue Sky Capital Consultants Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 24% in Q2 2026, buying an estimated $398K and bringing the position to 61,980 shares worth $2.24M. The position accounts for 0.96% of the portfolio, ranked #29.

Blue Sky Capital Consultants Group first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Blue Sky Capital Consultants Group held 61,980 shares of Schwab U.S Small- Cap ETF worth $2.24M as of Q2 2026.
Blue Sky Capital Consultants Group bought 12,041 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $398K.
Schwab U.S Small- Cap ETF made up 0.96% of Blue Sky Capital Consultants Group's portfolio in Q2 2026, its #29 holding.
Blue Sky Capital Consultants Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q2 2026, filed 4 Aug 2026.