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

Cahill Financial Advisors’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 		$4.09M Sell
113,089
-4,576
-4% -$151K 0.39% 48
2026
Q1 		$3.42M Sell
117,665
-14,858
-11% -$445K 0.37% 49
2025
Q4 		$3.77M Sell
132,523
-6,991
-5% -$197K 0.41% 45
2025
Q3 		$3.89M Sell
139,514
-4,531
-3% -$121K 0.44% 45
2025
Q2 		$3.64M Sell
144,045
-1,577
-1% -$37.3K 0.45% 42
2025
Q1 		$3.41M Sell
145,622
-6,663
-4% -$170K 0.46% 39
2024
Q4 		$3.94M Sell
152,285
-4,385
-3% -$117K 0.53% 31
2024
Q3 		$4.03M Buy
156,670
+132
+0.1% +$3.28K 0.55% 32
2024
Q2 		$3.71M Buy
156,538
+172
+0.1% +$4.08K 0.51% 39
2024
Q1 		$3.85M Buy
156,366
+3,890
+3% +$91.1K 0.53% 37
2023
Q4 		$3.6M Sell
152,476
-1,704
-1% -$35.9K 0.53% 38
2023
Q3 		$3.19M Sell
154,180
-2,440
-2% -$53.5K 0.53% 38
2023
Q2 		$3.43M Buy
156,620
+6,768
+5% +$141K 0.55% 37
2023
Q1 		$3.14M Sell
149,852
-10,022
-6% -$215K 0.56% 40
2022
Q4 		$3.24M Sell
159,874
-40,490
-20% -$830K 0.62% 36
2022
Q3 		$3.79M Buy
200,364
+6,590
+3% +$138K 0.8% 31
2022
Q2 		$3.78M Sell
193,774
-5,120
-3% -$109K 0.8% 31
2022
Q1 		$4.71M Sell
198,894
-4,322
-2% -$102K 0.89% 26
2021
Q4 		$5.2M Sell
203,216
-13,136
-6% -$340K 1% 24
2021
Q3 		$5.41M Sell
216,352
-20,392
-9% -$518K 1.11% 19
2021
Q2 		$6.17M Buy
236,744
+3,928
+2% +$100K 1.39% 16
2021
Q1 		$5.8M Sell
232,816
-24,376
-9% -$600K 1.42% 14
2020
Q4 		$5.72M Buy
257,192
+154,032
+149% +$3.07M 1.44% 15
2020
Q3 		$1.76M Buy
103,160
+312
+0.3% +$5.37K 0.63% 43
2020
Q2 		$1.68M Sell
102,848
-83,156
-45% -$1.25M 0.65% 46
2020
Q1 		$2.4M Buy
186,004
+23,768
+15% +$404K 1.11% 25
2019
Q4 		$3.07M Buy
162,236
+1,292
+0.8% +$23.4K 1.11% 21
2019
Q3 		$2.81M Buy
160,944
+2,432
+2% +$42.9K 1.09% 24
2019
Q2 		$2.83M Sell
158,512
-264
-0.2% -$4.67K 1.12% 21
2019
Q1 		$2.78M Buy
158,776
+7,108
+5% +$122K 1.16% 21
2018
Q4 		$2.3M Buy
151,668
+2,800
+2% +$47.3K 1.15% 20
2018
Q3 		$2.83M Buy
148,868
+256
+0.2% +$4.88K 1.25% 18
2018
Q2 		$2.73M Sell
148,612
-360
-0.2% -$6.51K 1.26% 18
2018
Q1 		$2.58M Sell
148,972
-556
-0.4% -$9.8K 1.23% 19
2017
Q4 		$2.61M Sell
149,528
-106,044
-41% -$1.82M 1.31% 18
2017
Q3 		$4.3M Sell
255,572
-8,584
-3% -$138K 2.28% 9
2017
Q2 		$4.22M Buy
264,156
+1,620
+0.6% +$25.6K 2.34% 7
2017
Q1 		$4.13M Sell
262,536
-23,400
-8% -$366K 2.39% 6
2016
Q4 		$4.39M Sell
285,936
-5,936
-2% -$87.3K 2.68% 6
2016
Q3 		$4.2M Buy
291,872
+796
+0.3% +$11.3K 2.73% 6
2016
Q2 		$3.93M Buy
291,076
+9,324
+3% +$124K 2.74% 5
2016
Q1 		$3.67M Buy
281,752
+8,788
+3% +$106K 2.75% 6
2015
Q4 		$3.56M Buy
272,964
+18,088
+7% +$241K 2.91% 7
2015
Q3 		$3.24M Buy
254,876
+560
+0.2% +$7.71K 2.63% 9
2015
Q2 		$3.65M Buy
254,316
+7,680
+3% +$111K 2.74% 6
2015
Q1 		$3.55M Buy
246,636
+7,596
+3% +$106K 2.71% 9
2014
Q4 		$3.29M Buy
239,040
+12,036
+5% +$160K 2.54% 9
2014
Q3 		$2.92M Sell
227,004
-1,932
-0.8% -$25.8K 2.33% 10
2014
Q2 		$3.14M Buy
228,936
+9,844
+4% +$130K 2.46% 10
2014
Q1 		$2.94M Buy
219,092
+45,060
+26% +$596K 2.51% 10
2013
Q4 		$2.29M Buy
+174,032
New +$2.19M 1.98% 14

Other funds holding SCHA

AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cahill Financial Advisors's SCHA Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.9% in Q2 2026, selling an estimated $151K and leaving 113,089 shares worth $4.09M. The position accounts for 0.39% of the portfolio, ranked #48.

Cahill Financial Advisors first reported a position in SCHA in Q4 2013 and has held it in 51 quarters since. The position peaked at $6.17M in Q2 2021. 1,091 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cahill Financial Advisors held 113,089 shares of Schwab U.S Small- Cap ETF worth $4.09M as of Q2 2026.
  • Cahill Financial Advisors sold 4,576 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $151K.
  • Schwab U.S Small- Cap ETF made up 0.39% of Cahill Financial Advisors's portfolio in Q2 2026, its #48 holding.
  • Cahill Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 51 quarters since.
  • Cahill Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $6.17M in Q2 2021.
  • 1,091 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.