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Bowman & Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bowman & Company’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
2025
Q2 		– Sell
-12,411
Closed -$291K – 115
2025
Q1 		$291K Buy
12,411
+28
+0.2% +$714 0.14% 94
2024
Q4 		$320K Buy
12,383
+375
+3% +$9.98K 0.17% 95
2024
Q3 		$309K Buy
12,008
+80
+0.7% +$1.99K 0.16% 91
2024
Q2 		$283K Hold
11,928
– – 0.16% 86
2024
Q1 		$294K Buy
11,928
+28
+0.2% +$656 0.18% 85
2023
Q4 		$281K Buy
11,900
+62
+0.5% +$1.31K 0.2% 78
2023
Q3 		$245K Buy
+11,838
New +$260K 0.2% 77

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bowman & Company's SCHA Position: Q2 2025 in Review

Bowman & Company sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 12,411 shares — an estimated $291K sold.

Bowman & Company first reported a position in SCHA in Q3 2023 and held it in 7 quarters. The position peaked at $320K in Q4 2024. 1,138 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Bowman & Company reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Bowman & Company sold 12,411 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $291K.
  • Bowman & Company first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and held it in 7 quarters.
  • Bowman & Company's Schwab U.S Small- Cap ETF position peaked at $320K in Q4 2024.
  • 1,138 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Bowman & Company's 13F filing for Q2 2025, filed 9 Jul 2025.