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CRA Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CRA Financial Services’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 		$1.89M Sell
52,259
-520
-1% -$17.2K 0.22% 87
2026
Q1 		$1.53M Sell
52,779
-5,088
-9% -$153K 0.2% 90
2025
Q4 		$1.65M Sell
57,867
-8,620
-13% -$243K 0.22% 86
2025
Q3 		$1.85M Sell
66,487
-1,461
-2% -$39.1K 0.25% 80
2025
Q2 		$1.72M Buy
67,948
+937
+1% +$22.2K 0.26% 76
2025
Q1 		$1.57M Buy
67,011
+4,346
+7% +$111K 0.27% 73
2024
Q4 		$1.62M Buy
62,665
+13
+0% +$346 0.28% 69
2024
Q3 		$1.61M Sell
62,652
-1,528
-2% -$37.9K 0.3% 62
2024
Q2 		$1.52M Sell
64,180
-4,078
-6% -$96.7K 0.31% 60
2024
Q1 		$1.68M Sell
68,258
-300
-0.4% -$7.03K 0.37% 54
2023
Q4 		$1.62M Sell
68,558
-1,818
-3% -$38.3K 0.4% 52
2023
Q3 		$1.46M Sell
70,376
-2,162
-3% -$47.4K 0.4% 51
2023
Q2 		$1.59M Buy
72,538
+2,864
+4% +$59.7K 0.43% 47
2023
Q1 		$1.46M Buy
69,674
+526
+0.8% +$11.3K 0.43% 46
2022
Q4 		$1.4M Sell
69,148
-11,874
-15% -$243K 0.46% 45
2022
Q3 		$1.53M Sell
81,022
-838
-1% -$17.5K 0.55% 36
2022
Q2 		$1.6M Buy
81,860
+2,400
+3% +$51.3K 0.55% 31
2022
Q1 		$1.88M Buy
79,460
+2,052
+3% +$48.4K 0.57% 34
2021
Q4 		$1.98M Buy
77,408
+4,408
+6% +$114K 0.59% 31
2021
Q3 		$1.83M Buy
73,000
+4,556
+7% +$116K 0.62% 29
2021
Q2 		$1.78M Buy
68,444
+6,056
+10% +$155K 0.62% 28
2021
Q1 		$1.55M Buy
62,388
+5,676
+10% +$140K 0.6% 34
2020
Q4 		$1.26M Buy
56,712
+1,832
+3% +$36.5K 0.53% 35
2020
Q3 		$937K Buy
54,880
+1,096
+2% +$18.9K 0.45% 42
2020
Q2 		$879K Buy
53,784
+4,200
+8% +$62.9K 0.46% 42
2020
Q1 		$639K Buy
+49,584
New +$843K 0.41% 52

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

CRA Financial Services's SCHA Position: Q2 2026 in Review

CRA Financial Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.99% in Q2 2026, selling an estimated $17.2K and leaving 52,259 shares worth $1.89M. The position accounts for 0.22% of the portfolio, ranked #87.

CRA Financial Services first reported a position in SCHA in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.98M in Q4 2021. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • CRA Financial Services held 52,259 shares of Schwab U.S Small- Cap ETF worth $1.89M as of Q2 2026.
  • CRA Financial Services sold 520 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $17.2K.
  • Schwab U.S Small- Cap ETF made up 0.22% of CRA Financial Services's portfolio in Q2 2026, its #87 holding.
  • CRA Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 26 quarters since.
  • CRA Financial Services's Schwab U.S Small- Cap ETF position peaked at $1.98M in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.