Columbus Macro’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Columbus Macro’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	$2.95M	Buy	81,762 +545	+0.7%	+$18K	0.29%	106
2026 Q1	$2.36M	Buy	81,217 +1,770	+2%	+$53.1K	0.25%	107
2025 Q4	$2.26M	Buy	79,447 +3,277	+4%	+$92.5K	0.25%	113
2025 Q3	$2.13M	Sell	76,170 -1,245	-2%	-$33.3K	0.24%	116
2025 Q2	$1.96M	Buy	77,415 +8,663	+13%	+$205K	0.24%	118
2025 Q1	$1.61M	Buy	68,752 +2,873	+4%	+$73.2K	0.21%	128
2024 Q4	$1.7M	Buy	65,879 +56,899	+634%	+$1.51M	0.24%	127
2024 Q3	$225K	Buy	8,980 +16	+0.2%	+$397	0.08%	165
2024 Q2	$213K	Buy	+8,964	New	+$212K	0.08%	170
2022 Q3	–	Sell	-38,442	Closed	-$749K	–	187
2022 Q2	$749K	Sell	38,442 -3,022	-7%	-$64.6K	0.28%	100
2022 Q1	$982K	Sell	41,464 -1,220	-3%	-$28.8K	0.34%	88
2021 Q4	$1.09M	Sell	42,684 -5,464	-11%	-$141K	0.37%	86
2021 Q3	$1.21M	Sell	48,148 -3,228	-6%	-$82K	0.4%	76
2021 Q2	$1.34M	Sell	51,376 -4,372	-8%	-$112K	0.42%	73
2021 Q1	$1.39M	Sell	55,748 -9,440	-14%	-$232K	0.43%	67
2020 Q4	$1.45M	Sell	65,188 -36,992	-36%	-$737K	0.45%	63
2020 Q3	$1.75M	Sell	102,180 -26,040	-20%	-$448K	0.53%	63
2020 Q2	$2.09M	Sell	128,220 -10,748	-8%	-$161K	0.57%	55
2020 Q1	$1.79M	Buy	138,968 +10,288	+8%	+$175K	0.52%	55
2019 Q4	$2.43M	Sell	128,680 -21,132	-14%	-$382K	0.54%	55
2019 Q3	$2.61M	Sell	149,812 -262,048	-64%	-$4.63M	0.66%	54
2019 Q2	$7.37M	Buy	411,860 +107,404	+35%	+$1.9M	1.58%	18
2019 Q1	$5.32M	Buy	304,456 +54,280	+22%	+$929K	1.16%	27
2018 Q4	$3.79M	Sell	250,176 -87,356	-26%	-$1.48M	0.87%	49
2018 Q3	$6.43M	Sell	337,532 -201,112	-37%	-$3.83M	1.59%	17
2018 Q2	$9.91M	Buy	+538,644	New	+$9.75M	2.58%	11

Other funds holding SCHA

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

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Columbus Macro's SCHA Position: Q2 2026 in Review

Columbus Macro increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.67% in Q2 2026, buying an estimated $18K and bringing the position to 81,762 shares worth $2.95M. The position accounts for 0.29% of the portfolio, ranked #106.

Columbus Macro first reported a position in SCHA in Q2 2018 and has held it in 26 quarters since. The position peaked at $9.91M in Q2 2018. 423 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Columbus Macro held 81,762 shares of Schwab U.S Small- Cap ETF worth $2.95M as of Q2 2026.
Columbus Macro bought 545 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $18K.
Schwab U.S Small- Cap ETF made up 0.29% of Columbus Macro's portfolio in Q2 2026, its #106 holding.
Columbus Macro first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 26 quarters since.
Columbus Macro's Schwab U.S Small- Cap ETF position peaked at $9.91M in Q2 2018.
423 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.