Cooper/Haims Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Sell |
48,278
-719
| -1% | -$21.6K | 0.66% | 20 |
|
|
2025
Q4 | $1.4M | Buy |
48,997
+77
| +0.2% | +$2.17K | 0.63% | 20 |
|
|
2025
Q3 | $1.36M | Sell |
48,920
-1,432
| -3% | -$38.3K | 0.64% | 21 |
|
|
2025
Q2 | $1.27M | Sell |
50,352
-16
| -0% | -$378 | 0.63% | 21 |
|
|
2025
Q1 | $1.18M | Sell |
50,368
-4,212
| -8% | -$107K | 0.64% | 22 |
|
|
2024
Q4 | $1.41M | Buy |
54,580
+124
| +0.2% | +$3.3K | 0.8% | 19 |
|
|
2024
Q3 | $1.4M | Sell |
54,456
-178
| -0.3% | -$4.42K | 0.77% | 20 |
|
|
2024
Q2 | $1.3M | Sell |
54,634
-10,584
| -16% | -$251K | 0.73% | 20 |
|
|
2024
Q1 | $1.61M | Sell |
65,218
-1,582
| -2% | -$37.1K | 0.93% | 19 |
|
|
2023
Q4 | $1.58M | Sell |
66,800
-12,286
| -16% | -$259K | 0.89% | 20 |
|
|
2023
Q3 | $1.64M | Sell |
79,086
-10,318
| -12% | -$226K | 1.27% | 14 |
|
|
2023
Q2 | $1.96M | Sell |
89,404
-3,760
| -4% | -$78.4K | 1.5% | 11 |
|
|
2023
Q1 | $1.95M | Sell |
93,164
-3,948
| -4% | -$84.9K | 1.56% | 11 |
|
|
2022
Q4 | $1.97M | Sell |
97,112
-50
| -0.1% | -$1.02K | 1.4% | 13 |
|
|
2022
Q3 | $1.84M | Sell |
97,162
-1,714
| -2% | -$35.8K | 1.52% | 12 |
|
|
2022
Q2 | $1.93M | Sell |
98,876
-6,606
| -6% | -$141K | 1.27% | 14 |
|
|
2022
Q1 | $2.5M | Sell |
105,482
-14,046
| -12% | -$332K | 1.63% | 12 |
|
|
2021
Q4 | $3.06M | Sell |
119,528
-2,020
| -2% | -$52.3K | 1.88% | 11 |
|
|
2021
Q3 | $3.04M | Sell |
121,548
-14,680
| -11% | -$373K | 1.83% | 10 |
|
|
2021
Q2 | $3.55M | Sell |
136,228
-5,148
| -4% | -$132K | 2.33% | 8 |
|
|
2021
Q1 | $3.52M | Sell |
141,376
-5,016
| -3% | -$123K | 2.49% | 9 |
|
|
2020
Q4 | $3.26M | Sell |
146,392
-10,324
| -7% | -$206K | 2.5% | 8 |
|
|
2020
Q3 | $2.68M | Sell |
156,716
-28,668
| -15% | -$494K | 2.21% | 8 |
|
|
2020
Q2 | $3.03M | Sell |
185,384
-13,756
| -7% | -$206K | 2.46% | 7 |
|
|
2020
Q1 | $2.56M | Sell |
199,140
-16,708
| -8% | -$284K | 2.23% | 7 |
|
|
2019
Q4 | $4.08M | Sell |
215,848
-12,156
| -5% | -$220K | 2.25% | 7 |
|
|
2019
Q3 | $3.98M | Sell |
228,004
-6,912
| -3% | -$122K | 2.43% | 7 |
|
|
2019
Q2 | $4.2M | Sell |
234,916
-47,936
| -17% | -$848K | 2.61% | 7 |
|
|
2019
Q1 | $4.95M | Sell |
282,852
-78,340
| -22% | -$1.34M | 3.15% | 7 |
|
|
2018
Q4 | $5.48M | Sell |
361,192
-107,264
| -23% | -$1.81M | 3.78% | 7 |
|
|
2018
Q3 | $8.92M | Sell |
468,456
-104,064
| -18% | -$1.98M | 6.14% | 7 |
|
|
2018
Q2 | $10.5M | Buy |
572,520
+45,040
| +9% | +$815K | 7.79% | 7 |
|
|
2018
Q1 | $9.12M | Buy |
527,480
+41,092
| +8% | +$724K | 8.03% | 6 |
|
|
2017
Q4 | $8.48M | Buy |
+486,388
| New | +$8.33M | 7.85% | 6 |
|
Other funds holding SCHA
AA
Cooper/Haims Advisors's SCHA Position: Q1 2026 in Review
Cooper/Haims Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.5% in Q1 2026, selling an estimated $21.6K and leaving 48,278 shares worth $1.4M. The position accounts for 0.66% of the portfolio, ranked #20.
Cooper/Haims Advisors first reported a position in SCHA in Q4 2017 and has held it in 34 quarters since. The position peaked at $10.5M in Q2 2018. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Cooper/Haims Advisors held 48,278 shares of Schwab U.S Small- Cap ETF worth $1.4M as of Q1 2026.
- Cooper/Haims Advisors sold 719 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $21.6K.
- Schwab U.S Small- Cap ETF made up 0.66% of Cooper/Haims Advisors's portfolio in Q1 2026, its #20 holding.
- Cooper/Haims Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Cooper/Haims Advisors's Schwab U.S Small- Cap ETF position peaked at $10.5M in Q2 2018.
- 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.