CFGA
SCHA icon

Cambridge Financial Group (Arizona)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cambridge Financial Group (Arizona)’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 		$4.65M Sell
128,796
-15,430
-11% -$510K 1.47% 11
2026
Q1 		$4.19M Sell
144,226
-59,942
-29% -$1.8M 1.42% 11
2025
Q4 		$5.45M Buy
204,168
+12,462
+7% +$352K 1.89% 11
2025
Q3 		$5.35M Sell
191,706
-5,893
-3% -$158K 1.72% 10
2025
Q2 		$5M Sell
197,599
-5,343
-3% -$126K 1.88% 10
2025
Q1 		$4.76M Buy
202,942
+10,074
+5% +$257K 2.02% 10
2024
Q4 		$4.99M Sell
192,868
-12,474
-6% -$332K 2.13% 10
2024
Q3 		$5.29M Sell
205,342
-5,510
-3% -$137K 2.2% 10
2024
Q2 		$5M Sell
210,852
-8,610
-4% -$204K 2.29% 10
2024
Q1 		$5.4M Buy
219,462
+3,120
+1% +$73.1K 2.57% 9
2023
Q4 		$5.11M Buy
+216,342
New +$4.56M 2.67% 10

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s SCHA Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, selling an estimated $510K and leaving 128,796 shares worth $4.65M. The position accounts for 1.47% of the portfolio, ranked #11.

Cambridge Financial Group (Arizona) first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.45M in Q4 2025. 467 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 128,796 shares of Schwab U.S Small- Cap ETF worth $4.65M as of Q2 2026.
  • Cambridge Financial Group (Arizona) sold 15,430 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $510K.
  • Schwab U.S Small- Cap ETF made up 1.47% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #11 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Cambridge Financial Group (Arizona)'s Schwab U.S Small- Cap ETF position peaked at $5.45M in Q4 2025.
  • 467 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.