Clarity Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clarity Capital 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	$515K	Buy	14,245 +41	+0.3%	+$1.35K	0.22%	61
2026 Q1	$413K	Buy	14,204 +19	+0.1%	+$570	0.19%	72
2025 Q4	$404K	Buy	14,185 +63	+0.4%	+$1.78K	0.2%	70
2025 Q3	$394K	Buy	14,122 +45	+0.3%	+$1.2K	0.21%	65
2025 Q2	$356K	Buy	14,077 +46	+0.3%	+$1.09K	0.21%	67
2025 Q1	$329K	Sell	14,031 -5,805	-29%	-$148K	0.22%	63
2024 Q4	$513K	Buy	19,836 +84	+0.4%	+$2.23K	0.34%	46
2024 Q3	$509K	Buy	19,752 +134	+0.7%	+$3.33K	0.36%	49
2024 Q2	$465K	Hold	19,618	–	–	0.36%	49
2024 Q1	$483K	Buy	19,618 +44	+0.2%	+$1.03K	0.39%	50
2023 Q4	$462K	Buy	+19,574	New	+$413K	0.4%	48

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Clarity Capital Advisors's SCHA Position: Q2 2026 in Review

Clarity Capital Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.29% in Q2 2026, buying an estimated $1.35K and bringing the position to 14,245 shares worth $515K. The position accounts for 0.22% of the portfolio, ranked #61.

Clarity Capital Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 684 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Clarity Capital Advisors held 14,245 shares of Schwab U.S Small- Cap ETF worth $515K as of Q2 2026.
Clarity Capital Advisors bought 41 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.35K.
Schwab U.S Small- Cap ETF made up 0.22% of Clarity Capital Advisors's portfolio in Q2 2026, its #61 holding.
Clarity Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
684 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.