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CacheTech Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CacheTech Inc’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 		– Sell
-12,705
Closed -$369K – 181
2026
Q1 		$369K Hold
12,705
– – 0.07% 119
2025
Q4 		$362K Sell
12,705
-8,794
-41% -$248K 0.07% 142
2025
Q3 		$600K Sell
21,499
-144,494
-87% -$3.86M 0.12% 90
2025
Q2 		$4.2M Buy
165,993
+4,001
+2% +$94.6K 0.77% 32
2025
Q1 		$3.8M Buy
161,992
+13,179
+9% +$336K 0.74% 33
2024
Q4 		$3.85M Buy
148,813
+1,523
+1% +$40.5K 0.72% 29
2024
Q3 		$3.79M Buy
147,290
+9,004
+7% +$224K 0.81% 25
2024
Q2 		$3.28M Buy
+138,286
New +$3.28M 0.76% 26

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CacheTech Inc's SCHA Position: Q2 2026 in Review

CacheTech Inc sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 12,705 shares — an estimated $369K sold.

CacheTech Inc first reported a position in SCHA in Q2 2024 and held it in 8 quarters. The position peaked at $4.2M in Q2 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • CacheTech Inc reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • CacheTech Inc sold 12,705 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $369K.
  • CacheTech Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and held it in 8 quarters.
  • CacheTech Inc's Schwab U.S Small- Cap ETF position peaked at $4.2M in Q2 2025.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on CacheTech Inc's 13F filing for Q2 2026, filed 11 Aug 2026.