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

Climber Capital’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	$1.2M	Buy	36,040 +494	+1%	+$16.3K	0.74%	31
2026 Q1	$956K	Sell	35,546 -14,048	-28%	-$421K	0.63%	34
2025 Q4	$1.34M	Buy	+49,594	New	+$1.4M	0.87%	31
2025 Q2	$1.33M	Hold	55,574	–	–	0.85%	31
2025 Q1	$1.02M	Buy	55,574 +4,410	+9%	+$112K	0.8%	32
2024 Q4	$1.25M	Buy	+51,164	New	+$1.36M	1.03%	25

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

Climber Capital's SCHA Position: Q2 2026 in Review

Climber Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.4% in Q2 2026, buying an estimated $16.3K and bringing the position to 36,040 shares worth $1.2M. The position accounts for 0.74% of the portfolio, ranked #31.

Climber Capital first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.34M in Q4 2025. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Climber Capital held 36,040 shares of Schwab U.S Small- Cap ETF worth $1.2M as of Q2 2026.
Climber Capital bought 494 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $16.3K.
Schwab U.S Small- Cap ETF made up 0.74% of Climber Capital's portfolio in Q2 2026, its #31 holding.
Climber Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Climber Capital's Schwab U.S Small- Cap ETF position peaked at $1.34M in Q4 2025.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Climber Capital's 13F filing for Q2 2026, filed 22 Jul 2026.