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

Coastwise 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	$1.55M	Buy	42,900 +1,791	+4%	+$59.2K	0.9%	29
2026 Q1	$1.2M	Sell	41,109 -580	-1%	-$17.4K	0.66%	37
2025 Q4	$1.19M	Buy	41,689 +830	+2%	+$23.4K	0.59%	40
2025 Q3	$1.14M	Buy	40,859 +3,190	+8%	+$85.3K	0.8%	33
2025 Q2	$953K	Buy	37,669 +1,826	+5%	+$43.2K	0.76%	37
2025 Q1	$840K	Sell	35,843 -40	-0.1%	-$1.02K	0.71%	39
2024 Q4	$928K	Buy	35,883 +1,045	+3%	+$27.8K	0.74%	35
2024 Q3	$897K	Buy	34,838 +1,968	+6%	+$48.9K	0.74%	36
2024 Q2	$780K	Sell	32,870 -4,324	-12%	-$102K	0.74%	34
2024 Q1	$916K	Sell	37,194 -1,948	-5%	-$45.6K	0.85%	33
2023 Q4	$925K	Sell	39,142 -1,966	-5%	-$41.4K	0.94%	30
2023 Q3	$851K	Buy	41,108 +176	+0.4%	+$3.86K	0.98%	33
2023 Q2	$896K	Buy	40,932 +38	+0.1%	+$792	1.01%	27
2023 Q1	$857K	Buy	40,894 +4,006	+11%	+$86.1K	0.98%	32
2022 Q4	$747K	Buy	36,888 +910	+3%	+$18.6K	0.89%	31
2022 Q3	$680K	Buy	35,978 +266	+0.7%	+$5.56K	1.07%	31
2022 Q2	$696K	Buy	35,712 +4,950	+16%	+$106K	0.85%	34
2022 Q1	$728K	Buy	+30,762	New	+$726K	0.9%	32

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Coastwise Capital Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.4% in Q2 2026, buying an estimated $59.2K and bringing the position to 42,900 shares worth $1.55M. The position accounts for 0.9% of the portfolio, ranked #29.

Coastwise Capital Group first reported a position in SCHA in Q1 2022 and has held it in 18 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Coastwise Capital Group held 42,900 shares of Schwab U.S Small- Cap ETF worth $1.55M as of Q2 2026.
Coastwise Capital Group bought 1,791 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $59.2K.
Schwab U.S Small- Cap ETF made up 0.9% of Coastwise Capital Group's portfolio in Q2 2026, its #29 holding.
Coastwise Capital Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 18 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Coastwise Capital Group's 13F filing for Q2 2026, filed 16 Jul 2026.