Bond & Devick Financial Network’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bond & Devick Financial Network’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	$1.12M	Hold	31,122	–	–	0.28%	58
2026 Q1	$905K	Hold	31,122	–	–	0.25%	61
2025 Q4	$886K	Hold	31,122	–	–	0.25%	58
2025 Q3	$868K	Hold	31,122	–	–	0.26%	57
2025 Q2	$787K	Hold	31,122	–	–	0.26%	63
2025 Q1	$729K	Buy	31,122 +15,561	+100%	+$397K	0.26%	59
2024 Q4	$801K	Sell	15,561 -15,561	-50%	-$414K	0.34%	55
2024 Q3	$801K	Hold	31,122	–	–	0.34%	55
2024 Q2	$738K	Hold	31,122	–	–	0.4%	50
2024 Q1	$766K	Hold	31,122	–	–	0.42%	49
2023 Q4	$735K	Buy	31,122 +2,502	+9%	+$52.7K	0.42%	50
2023 Q3	$593K	Hold	28,620	–	–	0.38%	52
2023 Q2	$627K	Hold	28,620	–	–	0.39%	52
2023 Q1	$600K	Hold	28,620	–	–	0.38%	53
2022 Q4	$580K	Buy	28,620 +1,000	+4%	+$20.5K	0.41%	51
2022 Q3	$522K	Hold	27,620	–	–	0.43%	52
2022 Q2	$538K	Hold	27,620	–	–	0.47%	54
2022 Q1	$654K	Hold	27,620	–	–	0.52%	47
2021 Q4	$707K	Hold	27,620	–	–	0.53%	44
2021 Q3	$691K	Sell	27,620 -800	-3%	-$20.3K	0.57%	43
2021 Q2	$740K	Hold	28,420	–	–	0.61%	41
2021 Q1	$708K	Buy	28,420 +400	+1%	+$9.84K	0.65%	37
2020 Q4	$623K	Buy	+28,020	New	+$558K	0.71%	41

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

Bond & Devick Financial Network's SCHA Position: Q2 2026 in Review

Bond & Devick Financial Network held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 31,122 shares worth $1.12M. The position accounts for 0.28% of the portfolio, ranked #58.

Bond & Devick Financial Network first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Bond & Devick Financial Network held 31,122 shares of Schwab U.S Small- Cap ETF worth $1.12M as of Q2 2026.
Bond & Devick Financial Network left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.28% of Bond & Devick Financial Network's portfolio in Q2 2026, its #58 holding.
Bond & Devick Financial Network first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.