CTA
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Chesley Taft & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Chesley Taft & Associates’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 		$682K Buy
18,874
+156
+0.8% +$5.16K 0.03% 256
2026
Q1 		$544K Hold
18,718
– – 0.02% 272
2025
Q4 		$533K Hold
18,718
– – 0.02% 273
2025
Q3 		$522K Buy
18,718
+1,604
+9% +$42.9K 0.02% 261
2025
Q2 		$433K Buy
17,114
+2,062
+14% +$48.7K 0.02% 268
2025
Q1 		$353K Buy
+15,052
New +$384K 0.02% 279

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
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

Chesley Taft & Associates's SCHA Position: Q2 2026 in Review

Chesley Taft & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.83% in Q2 2026, buying an estimated $5.16K and bringing the position to 18,874 shares worth $682K. The position accounts for 0.03% of the portfolio, ranked #256.

Chesley Taft & Associates first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Chesley Taft & Associates held 18,874 shares of Schwab U.S Small- Cap ETF worth $682K as of Q2 2026.
  • Chesley Taft & Associates bought 156 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.16K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Chesley Taft & Associates's portfolio in Q2 2026, its #256 holding.
  • Chesley Taft & Associates first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.