CSI
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Cross Staff Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cross Staff Investments’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 		$353K Buy
9,775
+1
+0% +$33 0.2% 104
2026
Q1 		$284K Hold
9,774
– – 0.14% 111
2025
Q4 		$278K Buy
9,774
+1
+0% +$28 0.15% 112
2025
Q3 		$273K Sell
9,773
-38
-0.4% -$1.02K 0.19% 114
2025
Q2 		$248K Buy
9,811
+1
+0% +$24 0.18% 112
2025
Q1 		$230K Buy
9,810
+1
+0% +$25 0.17% 113
2024
Q4 		$254K Buy
9,809
+61
+0.6% +$1.62K 0.18% 105
2024
Q3 		$251K Buy
9,748
+2
+0% +$50 0.19% 111
2024
Q2 		$231K Buy
9,746
+40
+0.4% +$948 0.19% 108
2024
Q1 		$239K Buy
9,706
+250
+3% +$5.86K 0.2% 106
2023
Q4 		$223K Sell
9,456
-2,140
-18% -$45.1K 0.2% 107
2023
Q3 		$240K Buy
11,596
+2
+0% +$44 0.23% 101
2023
Q2 		$254K Sell
11,594
-260
-2% -$5.42K 0.23% 103
2023
Q1 		$249K Buy
11,854
+80
+0.7% +$1.72K 0.25% 100
2022
Q4 		$238K Buy
11,774
+92
+0.8% +$1.89K 0.25% 102
2022
Q3 		$221K Sell
11,682
-1,340
-10% -$28K 0.25% 103
2022
Q2 		$254K Buy
13,022
+6
+0% +$128 0.28% 100
2022
Q1 		$308K Hold
13,016
– – 0.29% 93
2021
Q4 		$333K Buy
+13,016
New +$337K 0.3% 97

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Cross Staff Investments's SCHA Position: Q2 2026 in Review

Cross Staff Investments increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q2 2026, buying an estimated $33 and bringing the position to 9,775 shares worth $353K. The position accounts for 0.2% of the portfolio, ranked #104.

Cross Staff Investments first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cross Staff Investments held 9,775 shares of Schwab U.S Small- Cap ETF worth $353K as of Q2 2026.
  • Cross Staff Investments bought 1 Schwab U.S Small- Cap ETF share in Q2 2026, an estimated $33.
  • Schwab U.S Small- Cap ETF made up 0.2% of Cross Staff Investments's portfolio in Q2 2026, its #104 holding.
  • Cross Staff Investments first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cross Staff Investments's 13F filing for Q2 2026, filed 22 Jul 2026.