Csenge Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Csenge Advisory Group’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	$3.89M	Sell	107,662 -14,602	-12%	-$483K	0.16%	121
2026 Q1	$3.56M	Sell	122,264 -2,671	-2%	-$80.1K	0.16%	119
2025 Q4	$3.56M	Buy	124,935 +8,598	+7%	+$243K	0.16%	119
2025 Q3	$3.25M	Buy	116,337 +6,353	+6%	+$170K	0.16%	123
2025 Q2	$2.66M	Buy	109,984 +9,428	+9%	+$223K	0.14%	127
2025 Q1	$2.2M	Buy	100,556 +13,958	+16%	+$356K	0.12%	140
2024 Q4	$2.24M	Sell	86,598 -79,050	-48%	-$2.1M	0.12%	131
2024 Q3	$2.14M	Buy	165,648 +87,422	+112%	+$2.17M	0.11%	144
2024 Q2	$1.86M	Buy	78,226 +7,006	+10%	+$166K	0.11%	147
2024 Q1	$1.75M	Buy	71,220 +7,618	+12%	+$178K	0.1%	161
2023 Q4	$1.5M	Buy	63,602 +15,580	+32%	+$328K	0.09%	177
2023 Q3	$995K	Buy	48,022 +2,984	+7%	+$65.5K	0.07%	214
2023 Q2	$986K	Buy	45,038 +3,272	+8%	+$68.2K	0.07%	216
2023 Q1	$876K	Sell	41,766 -214	-0.5%	-$4.6K	0.06%	234
2022 Q4	$850K	Sell	41,980 -294	-0.7%	-$6.03K	0.07%	242
2022 Q3	$799K	Buy	42,274 +5,054	+14%	+$106K	0.07%	238
2022 Q2	$726K	Buy	37,220 +23,362	+169%	+$499K	0.06%	273
2022 Q1	$328K	Buy	+13,858	New	+$327K	0.03%	482
2018 Q4	–	Sell	-724	Closed	-$12K	–	1241
2018 Q3	$12K	Buy	+724	New	+$13.8K	﹤0.01%	482

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Csenge Advisory Group's SCHA Position: Q2 2026 in Review

Csenge Advisory Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q2 2026, selling an estimated $483K and leaving 107,662 shares worth $3.89M. The position accounts for 0.16% of the portfolio, ranked #121.

Csenge Advisory Group first reported a position in SCHA in Q3 2018 and has held it in 19 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Csenge Advisory Group held 107,662 shares of Schwab U.S Small- Cap ETF worth $3.89M as of Q2 2026.
Csenge Advisory Group sold 14,602 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $483K.
Schwab U.S Small- Cap ETF made up 0.16% of Csenge Advisory Group's portfolio in Q2 2026, its #121 holding.
Csenge Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 19 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.