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

Cedar Mountain 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	$13.9K	Hold	384	–	–	﹤0.01%	425
2026 Q1	$11.2K	Hold	384	–	–	﹤0.01%	429
2025 Q4	$10.9K	Hold	384	–	–	﹤0.01%	240
2025 Q3	$10.7K	Hold	384	–	–	﹤0.01%	248
2025 Q2	$9.71K	Hold	384	–	–	﹤0.01%	217
2025 Q1	$9K	Hold	384	–	–	﹤0.01%	210
2024 Q4	$9.93K	Hold	384	–	–	﹤0.01%	207
2024 Q3	$9.89K	Hold	384	–	–	﹤0.01%	198
2024 Q2	$9.11K	Hold	384	–	–	﹤0.01%	194
2024 Q1	$9.45K	Hold	384	–	–	﹤0.01%	190
2023 Q4	$9.07K	Hold	384	–	–	﹤0.01%	188
2023 Q3	$7.95K	Sell	384 -4	-1%	-$88	﹤0.01%	187
2023 Q2	$8.5K	Hold	388	–	–	﹤0.01%	177
2023 Q1	$8.13K	Hold	388	–	–	﹤0.01%	177
2022 Q4	$7.86K	Hold	388	–	–	﹤0.01%	176
2022 Q3	$7K	Hold	388	–	–	﹤0.01%	189
2022 Q2	$8K	Sell	388 -12	-3%	-$257	﹤0.01%	182
2022 Q1	$9K	Buy	400 +12	+3%	+$283	﹤0.01%	184
2021 Q4	$10K	Sell	388 -4	-1%	-$103	﹤0.01%	177
2021 Q3	$10K	Sell	392 -168	-30%	-$4.27K	﹤0.01%	168
2021 Q2	$15K	Hold	560	–	–	0.01%	136
2021 Q1	$14K	Sell	560 -48	-8%	-$1.18K	﹤0.01%	150
2020 Q4	$14K	Hold	608	–	–	0.01%	150
2020 Q3	$10K	Sell	608 -360	-37%	-$6.2K	﹤0.01%	162
2020 Q2	$16K	Sell	968 -56	-5%	-$839	0.01%	117
2020 Q1	$13K	Sell	1,024 -52	-5%	-$884	0.01%	113
2019 Q4	$20K	Buy	+1,076	New	+$19.5K	0.01%	109

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Cedar Mountain Advisors's SCHA Position: Q2 2026 in Review

Cedar Mountain Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 384 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Cedar Mountain Advisors first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $20K in Q4 2019. 247 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Cedar Mountain Advisors held 384 shares of Schwab U.S Small- Cap ETF worth $13.9K as of Q2 2026.
Cedar Mountain Advisors 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 Cedar Mountain Advisors's portfolio in Q2 2026, its #425 holding.
Cedar Mountain Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
Cedar Mountain Advisors's Schwab U.S Small- Cap ETF position peaked at $20K in Q4 2019.
247 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.