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Copper Harbor Investment Advisors, LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Copper Harbor Investment Advisors, LLC’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 		$220K Buy
+6,083
New +$201K 0.05% 91

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TCM
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DAS
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ETC
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Copper Harbor Investment Advisors, LLC's SCHA Position: Q2 2026 in Review

Copper Harbor Investment Advisors, LLC opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,083 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #91 among its holdings.

500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Copper Harbor Investment Advisors, LLC held 6,083 shares of Schwab U.S Small- Cap ETF worth $220K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Copper Harbor Investment Advisors, LLC position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.05% of Copper Harbor Investment Advisors, LLC's portfolio in Q2 2026, its #91 holding.
  • 500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Copper Harbor Investment Advisors, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.