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Contravisory Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Contravisory Investment Management’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 		$98.6K Sell
2,730
-142
-5% -$4.69K 0.02% 233
2026
Q1 		$83.5K Buy
2,872
+85
+3% +$2.55K 0.02% 241
2025
Q4 		$79.4K Buy
2,787
+446
+19% +$12.6K 0.02% 258
2025
Q3 		$65.3K Sell
2,341
-7
-0.3% -$187 0.01% 269
2025
Q2 		$59.4K Buy
2,348
+148
+7% +$3.5K 0.01% 274
2025
Q1 		$51.5K Buy
2,200
+480
+28% +$12.2K 0.01% 278
2024
Q4 		$44.5K Buy
1,720
+88
+5% +$2.34K 0.01% 248
2024
Q3 		$42K Buy
1,632
+42
+3% +$1.04K 0.01% 240
2024
Q2 		$37.7K Buy
1,590
+312
+24% +$7.39K 0.01% 235
2024
Q1 		$31.5K Buy
1,278
+246
+24% +$5.76K 0.01% 248
2023
Q4 		$24.4K Hold
1,032
– – 0.01% 265
2023
Q3 		$21.4K Buy
1,032
+94
+10% +$2.06K 0.01% 246
2023
Q2 		$20.5K Buy
938
+168
+22% +$3.5K 0.01% 238
2023
Q1 		$16.1K Hold
770
– – ﹤0.01% 257
2022
Q4 		$15.6K Hold
770
– – ﹤0.01% 250
2022
Q3 		$15K Buy
770
+62
+9% +$1.3K 0.01% 250
2022
Q2 		$14K Buy
708
+168
+31% +$3.59K ﹤0.01% 253
2022
Q1 		$13K Hold
540
– – ﹤0.01% 264
2021
Q4 		$14K Buy
540
+48
+10% +$1.24K ﹤0.01% 252
2021
Q3 		$12K Sell
492
-140
-22% -$3.56K ﹤0.01% 249
2021
Q2 		$16K Buy
632
+488
+339% +$12.5K ﹤0.01% 244
2021
Q1 		$4K Hold
144
– – ﹤0.01% 256
2020
Q4 		$3K Buy
144
+4
+3% +$80 ﹤0.01% 242
2020
Q3 		$2K Buy
140
+72
+106% +$1.24K ﹤0.01% 242
2020
Q2 		$1K Hold
68
– – ﹤0.01% 247
2020
Q1 		$1K Sell
68
-18,720
-100% -$318K ﹤0.01% 279
2019
Q4 		$355K Buy
18,788
+4
+0% +$72 0.13% 106
2019
Q3 		$327K Hold
18,784
– – 0.12% 106
2019
Q2 		$336K Hold
18,784
– – 0.13% 103
2019
Q1 		$328K Buy
+18,784
New +$321K 0.13% 106

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Contravisory Investment Management's SCHA Position: Q2 2026 in Review

Contravisory Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.9% in Q2 2026, selling an estimated $4.69K and leaving 2,730 shares worth $98.6K. The position accounts for 0.02% of the portfolio, ranked #233.

Contravisory Investment Management first reported a position in SCHA in Q1 2019 and has held it in 30 quarters since. The position peaked at $355K in Q4 2019. 251 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Contravisory Investment Management held 2,730 shares of Schwab U.S Small- Cap ETF worth $98.6K as of Q2 2026.
  • Contravisory Investment Management sold 142 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $4.69K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Contravisory Investment Management's portfolio in Q2 2026, its #233 holding.
  • Contravisory Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Contravisory Investment Management's Schwab U.S Small- Cap ETF position peaked at $355K in Q4 2019.
  • 251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.