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

Cambridge 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	$1.91M	Sell	52,959 -1,130	-2%	-$37.3K	0.33%	52
2026 Q1	$1.57M	Sell	54,089 -200	-0.4%	-$6K	0.31%	53
2025 Q4	$1.55M	Sell	54,289 -140	-0.3%	-$3.95K	0.29%	58
2025 Q3	$1.52M	Buy	54,429 +134	+0.2%	+$3.58K	0.3%	57
2025 Q2	$1.37M	Sell	54,295 -1,122	-2%	-$26.5K	0.29%	57
2025 Q1	$1.3M	Sell	55,417 -102	-0.2%	-$2.6K	0.28%	57
2024 Q4	$1.44M	Buy	55,519 +613	+1%	+$16.3K	0.32%	53
2024 Q3	$1.41M	Sell	54,906 -440	-0.8%	-$10.9K	0.31%	55
2024 Q2	$1.31M	Buy	55,346 +506	+0.9%	+$12K	0.31%	55
2024 Q1	$1.35M	Buy	54,840 +294	+0.5%	+$6.89K	0.32%	54
2023 Q4	$1.29M	Buy	54,546 +932	+2%	+$19.6K	0.32%	51
2023 Q3	$1.11M	Sell	53,614 -5,782	-10%	-$127K	0.3%	58
2023 Q2	$1.3M	Buy	59,396 +174	+0.3%	+$3.63K	0.33%	46
2023 Q1	$1.24M	Sell	59,222 -882	-1%	-$19K	0.32%	53
2022 Q4	$1.22M	Buy	60,104 +4,210	+8%	+$86.3K	0.33%	50
2022 Q3	$1.06M	Buy	55,894 +384	+0.7%	+$8.03K	0.3%	54
2022 Q2	$1.08M	Sell	55,510 -656	-1%	-$14K	0.3%	59
2022 Q1	$1.33M	Buy	56,166 +1,334	+2%	+$31.5K	0.32%	53
2021 Q4	$1.4M	Buy	54,832 +6,412	+13%	+$166K	0.32%	55
2021 Q3	$1.21M	Buy	48,420 +64	+0.1%	+$1.63K	0.3%	59
2021 Q2	$1.26M	Buy	48,356 +176	+0.4%	+$4.5K	0.3%	60
2021 Q1	$1.2M	Buy	48,180 +24	+0%	+$590	0.31%	57
2020 Q4	$1.07M	Sell	48,156 -7,560	-14%	-$151K	0.29%	63
2020 Q3	$952K	Sell	55,716 -2,412	-4%	-$41.5K	0.28%	62
2020 Q2	$950K	Sell	58,128 -3,876	-6%	-$58K	0.3%	59
2020 Q1	$799K	Buy	62,004 +2,568	+4%	+$43.6K	0.29%	60
2019 Q4	$1.12M	Sell	59,436 -1,032	-2%	-$18.7K	0.34%	51
2019 Q3	$1.05M	Buy	60,468 +48	+0.1%	+$848	0.35%	47
2019 Q2	$1.08M	Buy	60,420 +6,192	+11%	+$109K	0.36%	47
2019 Q1	$948K	Sell	54,228 -16,404	-23%	-$281K	0.32%	55
2018 Q4	$1.07M	Buy	70,632 +7,972	+13%	+$135K	0.4%	46
2018 Q3	$1.19M	Buy	62,660 +1,900	+3%	+$36.2K	0.4%	46
2018 Q2	$1.12M	Buy	60,760 +2,020	+3%	+$36.5K	0.4%	52
2018 Q1	$1.01M	Buy	58,740 +12,916	+28%	+$228K	0.36%	53
2017 Q4	$799K	Buy	45,824 +416	+0.9%	+$7.12K	0.29%	63
2017 Q3	$765K	Sell	45,408 -40	-0.1%	-$643	0.29%	62
2017 Q2	$726K	Sell	45,448 -4,508	-9%	-$71.2K	0.29%	63
2017 Q1	$787K	Buy	49,956 +2,576	+5%	+$40.3K	0.32%	63
2016 Q4	$728K	Buy	47,380 +6,808	+17%	+$100K	0.32%	64
2016 Q3	$584K	Sell	40,572 -216	-0.5%	-$3.06K	0.26%	73
2016 Q2	$551K	Sell	40,788 -500	-1%	-$6.64K	0.25%	75
2016 Q1	$537K	Sell	41,288 -832	-2%	-$10.1K	0.25%	74
2015 Q4	$548K	Sell	42,120 -2,400	-5%	-$32K	0.31%	73
2015 Q3	$565K	Buy	44,520 +4,356	+11%	+$60K	0.33%	65
2015 Q2	$577K	Buy	40,164 +1,560	+4%	+$22.6K	0.33%	67
2015 Q1	$556K	Buy	38,604 +892	+2%	+$12.5K	0.32%	69
2014 Q4	$520K	Buy	+37,712	New	+$501K	0.32%	69

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cambridge Advisors's SCHA Position: Q2 2026 in Review

Cambridge Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q2 2026, selling an estimated $37.3K and leaving 52,959 shares worth $1.91M. The position accounts for 0.33% of the portfolio, ranked #52.

Cambridge Advisors first reported a position in SCHA in Q4 2014 and has held it in 47 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Cambridge Advisors held 52,959 shares of Schwab U.S Small- Cap ETF worth $1.91M as of Q2 2026.
Cambridge Advisors sold 1,130 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $37.3K.
Schwab U.S Small- Cap ETF made up 0.33% of Cambridge Advisors's portfolio in Q2 2026, its #52 holding.
Cambridge Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 47 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.