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Builder Investment Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Builder Investment 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 		$350K Hold
9,687
– – 0.07% 89
2026
Q1 		$282K Sell
9,687
-860
-8% -$25.8K 0.06% 91
2025
Q4 		$300K Buy
10,547
+644
+7% +$18.2K 0.06% 86
2025
Q3 		$276K Buy
9,903
+1
+0% +$27 0.06% 90
2025
Q2 		$251K Hold
9,902
– – 0.06% 91
2025
Q1 		$232K Hold
9,902
– – 0.07% 92
2024
Q4 		$256K Buy
9,902
+644
+7% +$17.1K 0.07% 89
2024
Q3 		$238K Hold
9,258
– – 0.06% 93
2024
Q2 		$220K Buy
9,258
+16
+0.2% +$379 0.06% 94
2024
Q1 		$228K Hold
9,242
– – 0.07% 98
2023
Q4 		$218K Buy
+9,242
New +$195K 0.08% 93
2023
Q3 		– Sell
-10,284
Closed -$225K – 98
2023
Q2 		$225K Sell
10,284
-928
-8% -$19.3K 0.09% 85
2023
Q1 		$235K Buy
11,212
+380
+4% +$8.17K 0.1% 82
2022
Q4 		$219K Buy
+10,832
New +$222K 0.1% 85

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Builder Investment Group's SCHA Position: Q2 2026 in Review

Builder Investment Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 9,687 shares worth $350K. The position accounts for 0.07% of the portfolio, ranked #89.

Builder Investment Group first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. 311 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Builder Investment Group held 9,687 shares of Schwab U.S Small- Cap ETF worth $350K as of Q2 2026.
  • Builder Investment Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.07% of Builder Investment Group's portfolio in Q2 2026, its #89 holding.
  • Builder Investment Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 311 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.