Cottage Street Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cottage Street Advisors’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	$288K	Buy	+7,983	New	+$264K	0.11%	118

Other funds holding SCHA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

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

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $253M AUM

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Cottage Street Advisors's SCHA Position: Q2 2026 in Review

Cottage Street Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 7,983 shares worth $288K. The stake represents 0.11% of the portfolio and ranks #118 among its holdings.

708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Cottage Street Advisors held 7,983 shares of Schwab U.S Small- Cap ETF worth $288K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Cottage Street Advisors position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.11% of Cottage Street Advisors's portfolio in Q2 2026, its #118 holding.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.