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

Boltwood 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 		$4.26M Sell
117,817
-115
-0.1% -$3.8K 0.98% 30
2026
Q1 		$3.43M Buy
117,932
+3,312
+3% +$99.3K 0.87% 31
2025
Q4 		$3.26M Buy
114,620
+1,245
+1% +$35.2K 0.85% 29
2025
Q3 		$3.16M Buy
113,375
+3,310
+3% +$88.5K 0.84% 30
2025
Q2 		$2.78M Buy
110,065
+14,327
+15% +$339K 0.79% 32
2025
Q1 		$2.24M Buy
95,738
+8,292
+9% +$211K 0.68% 40
2024
Q4 		$2.26M Sell
87,446
-570
-0.6% -$15.2K 0.69% 40
2024
Q3 		$2.27M Buy
88,016
+2,210
+3% +$54.9K 0.67% 42
2024
Q2 		$2.04M Sell
85,806
-2,940
-3% -$69.7K 0.64% 44
2024
Q1 		$2.18M Buy
88,746
+4,738
+6% +$111K 0.68% 42
2023
Q4 		$1.98M Buy
84,008
+11,020
+15% +$232K 0.66% 42
2023
Q3 		$1.51M Buy
72,988
+4,540
+7% +$99.6K 0.56% 48
2023
Q2 		$1.5M Buy
68,448
+17,600
+35% +$367K 0.54% 50
2023
Q1 		$1.07M Sell
50,848
-1,842
-3% -$39.6K 0.4% 68
2022
Q4 		$1.07M Buy
52,690
+7,444
+16% +$153K 0.43% 65
2022
Q3 		$855K Buy
45,246
+3,396
+8% +$71K 0.39% 70
2022
Q2 		$816K Buy
41,850
+3,848
+10% +$82.3K 0.35% 85
2022
Q1 		$900K Buy
38,002
+11,030
+41% +$260K 0.35% 87
2021
Q4 		$690K Buy
26,972
+3,152
+13% +$81.6K 0.25% 96
2021
Q3 		$596K Buy
23,820
+4,240
+22% +$108K 0.24% 103
2021
Q2 		$510K Buy
19,580
+3,180
+19% +$81.3K 0.21% 109
2021
Q1 		$409K Buy
16,400
+100
+0.6% +$2.46K 0.18% 115
2020
Q4 		$363K Buy
16,300
+800
+5% +$15.9K 0.18% 114
2020
Q3 		$265K Buy
15,500
+200
+1% +$3.44K 0.15% 127
2020
Q2 		$250K Sell
15,300
-8,700
-36% -$130K 0.15% 116
2020
Q1 		$309K Sell
24,000
-38,180
-61% -$649K 0.22% 109
2019
Q4 		$1.18M Buy
62,180
+24,076
+63% +$436K 0.66% 49
2019
Q3 		$664K Buy
38,104
+4,500
+13% +$79.5K 0.42% 80
2019
Q2 		$600K Buy
33,604
+2,280
+7% +$40.3K 0.38% 82
2019
Q1 		$548K Sell
31,324
-10,912
-26% -$187K 0.36% 82
2018
Q4 		$640K Sell
42,236
-1,128
-3% -$19.1K 0.44% 74
2018
Q3 		$825K Buy
43,364
+4,584
+12% +$87.4K 0.49% 69
2018
Q2 		$713K Buy
38,780
+4,760
+14% +$86.1K 0.46% 74
2018
Q1 		$588K Hold
34,020
– – 0.4% 80
2017
Q4 		$593K Buy
34,020
+600
+2% +$10.3K 0.36% 83
2017
Q3 		$562K Buy
33,420
+2,700
+9% +$43.4K 0.37% 82
2017
Q2 		$490K Hold
30,720
– – 0.33% 88
2017
Q1 		$483K Hold
30,720
– – 0.34% 86
2016
Q4 		$472K Hold
30,720
– – 0.36% 85
2016
Q3 		$442K Buy
30,720
+2,872
+10% +$40.7K 0.35% 84
2016
Q2 		$376K Buy
27,848
+4,068
+17% +$54K 0.31% 83
2016
Q1 		$309K Buy
23,780
+2,108
+10% +$25.5K 0.27% 90
2015
Q4 		$282K Buy
+21,672
New +$289K 0.26% 87

Other funds holding SCHA

Wealth Enhancement Advisory Services
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
CA
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
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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Boltwood Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.1% in Q2 2026, selling an estimated $3.8K and leaving 117,817 shares worth $4.26M. The position accounts for 0.98% of the portfolio, ranked #30.

Boltwood Capital Management first reported a position in SCHA in Q4 2015 and has held it in 43 quarters since. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Boltwood Capital Management held 117,817 shares of Schwab U.S Small- Cap ETF worth $4.26M as of Q2 2026.
  • Boltwood Capital Management sold 115 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.8K.
  • Schwab U.S Small- Cap ETF made up 0.98% of Boltwood Capital Management's portfolio in Q2 2026, its #30 holding.
  • Boltwood Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2015 and has held it in 43 quarters since.
  • 394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Boltwood Capital Management's 13F filing for Q2 2026, filed 6 Jul 2026.