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Caldwell Sutter Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Caldwell Sutter Capital’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 		$3.12K Hold
86
– – ﹤0.01% 755
2026
Q1 		$2.5K Hold
86
– – ﹤0.01% 729
2025
Q4 		$2.45K Buy
86
+1
+1% +$28 ﹤0.01% 719
2025
Q3 		$2.38K Buy
+85
New +$2.27K ﹤0.01% 719

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

Caldwell Sutter Capital's SCHA Position: Q2 2026 in Review

Caldwell Sutter Capital held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 86 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #755.

Caldwell Sutter Capital first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Caldwell Sutter Capital held 86 shares of Schwab U.S Small- Cap ETF worth $3.12K as of Q2 2026.
  • Caldwell Sutter Capital left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q2 2026, its #755 holding.
  • Caldwell Sutter Capital first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.