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Chatham Capital Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Chatham Capital Group’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 		$602K Hold
16,655
– – 0.08% 155
2026
Q1 		$484K Hold
16,655
– – 0.07% 162
2025
Q4 		$474K Hold
16,655
– – 0.07% 158
2025
Q3 		$465K Hold
16,655
– – 0.07% 159
2025
Q2 		$421K Hold
16,655
– – 0.06% 159
2025
Q1 		$390K Hold
16,655
– – 0.07% 166
2024
Q4 		$431K Sell
16,655
-1
-0% -$27 0.07% 157
2024
Q3 		$429K Hold
16,656
– – 0.07% 154
2024
Q2 		$395K Hold
16,656
– – 0.07% 156
2024
Q1 		$410K Buy
16,656
+2
+0% +$47 0.08% 158
2023
Q4 		$393K Sell
16,654
-6,890
-29% -$145K 0.08% 153
2023
Q3 		$488K Sell
23,544
-1,114
-5% -$24.4K 0.11% 145
2023
Q2 		$540K Hold
24,658
– – 0.11% 144
2023
Q1 		$517K Hold
24,658
– – 0.12% 147
2022
Q4 		$499K Buy
24,658
+7,458
+43% +$153K 0.12% 141
2022
Q3 		$325K Hold
17,200
– – 0.08% 155
2022
Q2 		$335K Buy
+17,200
New +$368K 0.08% 155

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 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
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Chatham Capital Group's SCHA Position: Q2 2026 in Review

Chatham Capital Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 16,655 shares worth $602K. The position accounts for 0.08% of the portfolio, ranked #155.

Chatham Capital Group first reported a position in SCHA in Q2 2022 and has held it in 17 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Chatham Capital Group held 16,655 shares of Schwab U.S Small- Cap ETF worth $602K as of Q2 2026.
  • Chatham Capital Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.08% of Chatham Capital Group's portfolio in Q2 2026, its #155 holding.
  • Chatham Capital Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.