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

Cascade Investment 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	$311K	Hold	8,618	–	–	0.17%	103
2026 Q1	$251K	Hold	8,618	–	–	0.15%	110
2025 Q4	$245K	Hold	8,618	–	–	0.14%	109
2025 Q3	$240K	Sell	8,618 -3,846	-31%	-$103K	0.15%	108
2025 Q2	$315K	Hold	12,464	–	–	0.2%	100
2025 Q1	$292K	Hold	12,464	–	–	0.2%	101
2024 Q4	$322K	Sell	12,464 -68	-0.5%	-$1.81K	0.21%	96
2024 Q3	$323K	Sell	12,532 -400	-3%	-$9.93K	0.21%	97
2024 Q2	$307K	Hold	12,932	–	–	0.21%	99
2024 Q1	$318K	Buy	+12,932	New	+$303K	0.21%	101
2023 Q2	–	Sell	-68	Closed	-$1.43K	–	195
2023 Q1	$1.43K	Buy	+68	New	+$1.46K	﹤0.01%	232
2022 Q1	–	Sell	-920	Closed	-$23.6K	–	269
2021 Q4	$23.6K	Hold	920	–	–	0.01%	204
2021 Q3	$23K	Hold	920	–	–	0.02%	199
2021 Q2	$24K	Hold	920	–	–	0.02%	200
2021 Q1	$22.9K	Hold	920	–	–	0.01%	200
2020 Q4	$20.5K	Hold	920	–	–	0.02%	200
2020 Q3	$15.7K	Hold	920	–	–	0.01%	199
2020 Q2	$15K	Hold	920	–	–	0.01%	195
2020 Q1	$11.8K	Hold	920	–	–	0.01%	197
2019 Q4	$17.4K	Hold	920	–	–	0.01%	194
2019 Q3	$16K	Hold	920	–	–	0.01%	203
2019 Q2	$16.4K	Buy	+920	New	+$16.3K	0.01%	192

Other funds holding SCHA

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

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

Cascade Investment Advisors's SCHA Position: Q2 2026 in Review

Cascade Investment Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,618 shares worth $311K. The position accounts for 0.17% of the portfolio, ranked #103.

Cascade Investment Advisors first reported a position in SCHA in Q2 2019 and has held it in 22 quarters since. The position peaked at $323K in Q3 2024. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Cascade Investment Advisors held 8,618 shares of Schwab U.S Small- Cap ETF worth $311K as of Q2 2026.
Cascade Investment Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.17% of Cascade Investment Advisors's portfolio in Q2 2026, its #103 holding.
Cascade Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 22 quarters since.
Cascade Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $323K in Q3 2024.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.