Brucke Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Brucke Financial’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	$725K	Sell	20,066 -1,049	-5%	-$34.7K	0.32%	58
2026 Q1	$614K	Sell	21,115 -1,029	-5%	-$30.8K	0.31%	60
2025 Q4	$631K	Sell	22,144 -180	-0.8%	-$5.08K	0.34%	62
2025 Q3	$627K	Sell	22,324 -2,144	-9%	-$57.3K	0.37%	58
2025 Q2	$619K	Buy	24,468 +797	+3%	+$18.8K	0.43%	53
2025 Q1	$540K	Buy	23,671 +2,254	+11%	+$57.5K	0.47%	54
2024 Q4	$572K	Buy	+21,417	New	+$570K	0.49%	52

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

Brucke Financial's SCHA Position: Q2 2026 in Review

Brucke Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5% in Q2 2026, selling an estimated $34.7K and leaving 20,066 shares worth $725K. The position accounts for 0.32% of the portfolio, ranked #58.

Brucke Financial first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 670 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Brucke Financial held 20,066 shares of Schwab U.S Small- Cap ETF worth $725K as of Q2 2026.
Brucke Financial sold 1,049 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $34.7K.
Schwab U.S Small- Cap ETF made up 0.32% of Brucke Financial's portfolio in Q2 2026, its #58 holding.
Brucke Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
670 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.