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

Blume 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	$80.6K	Buy	2,232 +200	+10%	+$6.61K	0.01%	174
2026 Q1	$59.1K	Hold	2,032	–	–	0.01%	181
2025 Q4	$57.9K	Hold	2,032	–	–	0.01%	179
2025 Q3	$56.7K	Hold	2,032	–	–	0.01%	182
2025 Q2	$51.4K	Hold	2,032	–	–	0.01%	183
2025 Q1	$47.6K	Hold	2,032	–	–	0.01%	184
2024 Q4	$52.6K	Hold	2,032	–	–	0.01%	178
2024 Q3	$52.3K	Hold	2,032	–	–	0.01%	179
2024 Q2	$48.2K	Hold	2,032	–	–	0.01%	178
2024 Q1	$50K	Hold	2,032	–	–	0.01%	177
2023 Q4	$48K	Hold	2,032	–	–	0.01%	178
2023 Q3	$42.1K	Hold	2,032	–	–	0.01%	181
2023 Q2	$44.5K	Hold	2,032	–	–	0.01%	174
2023 Q1	$42.6K	Hold	2,032	–	–	0.01%	173
2022 Q4	$41.2K	Hold	2,032	–	–	0.01%	174
2022 Q3	$38K	Hold	2,032	–	–	0.01%	173
2022 Q2	$40K	Hold	2,032	–	–	0.02%	172
2022 Q1	$48K	Hold	2,032	–	–	0.02%	160
2021 Q4	$52K	Sell	2,032 -1,268	-38%	-$32.8K	0.02%	173
2021 Q3	$83K	Sell	3,300 -1,620	-33%	-$41.1K	0.03%	140
2021 Q2	$128K	Buy	4,920 +2,888	+142%	+$73.8K	0.05%	111
2021 Q1	$51K	Hold	2,032	–	–	0.02%	153
2020 Q4	$45K	Hold	2,032	–	–	0.02%	124
2020 Q3	$35K	Hold	2,032	–	–	0.02%	130
2020 Q2	$33K	Hold	2,032	–	–	0.02%	129
2020 Q1	$26K	Hold	2,032	–	–	0.02%	136
2019 Q4	$38K	Hold	2,032	–	–	0.02%	135
2019 Q3	$35K	Hold	2,032	–	–	0.02%	142
2019 Q2	$36K	Hold	2,032	–	–	0.02%	132
2019 Q1	$36K	Hold	2,032	–	–	0.02%	140
2018 Q4	$31K	Hold	2,032	–	–	0.02%	149
2018 Q3	$39K	Hold	2,032	–	–	0.02%	126
2018 Q2	$37K	Hold	2,032	–	–	0.02%	127
2018 Q1	$35K	Buy	2,032 +4	+0.2%	+$71	0.02%	132
2017 Q4	$35K	Buy	2,028 +12	+0.6%	+$205	0.02%	145
2017 Q3	$34K	Buy	2,016 +4	+0.2%	+$64	0.02%	140
2017 Q2	$32K	Buy	2,012 +8	+0.4%	+$126	0.02%	124
2017 Q1	$32K	Sell	2,004 -520	-21%	-$8.14K	0.02%	121
2016 Q4	$39K	Buy	+2,524	New	+$37.1K	0.02%	114

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

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

Blume Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.8% in Q2 2026, buying an estimated $6.61K and bringing the position to 2,232 shares worth $80.6K. The position accounts for 0.01% of the portfolio, ranked #174.

Blume Capital Management first reported a position in SCHA in Q4 2016 and has held it in 39 quarters since. The position peaked at $128K in Q2 2021. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Blume Capital Management held 2,232 shares of Schwab U.S Small- Cap ETF worth $80.6K as of Q2 2026.
Blume Capital Management bought 200 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.61K.
Schwab U.S Small- Cap ETF made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #174 holding.
Blume Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 39 quarters since.
Blume Capital Management's Schwab U.S Small- Cap ETF position peaked at $128K in Q2 2021.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.