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

Bravias Capital 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	$2.06M	Sell	57,126 -394	-0.7%	-$13K	1.23%	17
2026 Q1	$1.67M	Sell	57,520 -1,571	-3%	-$47.1K	1.09%	21
2025 Q4	$1.68M	Buy	59,091 +3,825	+7%	+$108K	1.02%	21
2025 Q3	$1.54M	Buy	55,266 +2,201	+4%	+$58.9K	1.03%	22
2025 Q2	$1.34M	Buy	53,065 +1,805	+4%	+$42.7K	0.99%	22
2025 Q1	$1.2M	Buy	51,260 +43	+0.1%	+$1.1K	0.97%	22
2024 Q4	$1.37M	Buy	+51,217	New	+$1.36M	1.11%	20

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

Bravias Capital Group's SCHA Position: Q2 2026 in Review

Bravias Capital Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.68% in Q2 2026, selling an estimated $13K and leaving 57,126 shares worth $2.06M. The position accounts for 1.23% of the portfolio, ranked #17.

Bravias Capital Group first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Bravias Capital Group held 57,126 shares of Schwab U.S Small- Cap ETF worth $2.06M as of Q2 2026.
Bravias Capital Group sold 394 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $13K.
Schwab U.S Small- Cap ETF made up 1.23% of Bravias Capital Group's portfolio in Q2 2026, its #17 holding.
Bravias Capital Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Bravias Capital Group's 13F filing for Q2 2026, filed 30 Jul 2026.