Carmel Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Carmel Capital Management’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	$233K	Buy	+6,456	New	+$213K	0.05%	26
2024 Q4	–	Sell	-8,188	Closed	-$211K	–	27
2024 Q3	$211K	Buy	+8,188	New	+$203K	0.08%	28
2024 Q2	–	Sell	-8,188	Closed	-$202K	–	30
2024 Q1	$202K	Sell	8,188 -412	-5%	-$9.65K	0.08%	30
2023 Q4	$203K	Buy	+8,600	New	+$181K	0.1%	31
2022 Q2	–	Sell	-8,600	Closed	-$204K	–	37
2022 Q1	$204K	Hold	8,600	–	–	0.11%	37
2021 Q4	$220K	Buy	+8,600	New	+$223K	0.11%	38

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

Carmel Capital Management's SCHA Position: Q2 2026 in Review

Carmel Capital Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,456 shares worth $233K. The stake represents 0.05% of the portfolio and ranks #26 among its holdings. This is a return to the name: Carmel Capital Management previously reported a position in SCHA as recently as Q3 2024.

Carmel Capital Management first reported a position in SCHA in Q4 2021 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Carmel Capital Management held 6,456 shares of Schwab U.S Small- Cap ETF worth $233K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Carmel Capital Management position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.05% of Carmel Capital Management's portfolio in Q2 2026, its #26 holding.
Carmel Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 6 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Carmel Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.