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Curi RMB Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Curi RMB Capital’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 		$9.07M Sell
251,074
-35,400
-12% -$1.17M 0.14% 177
2026
Q1 		$8.33M Sell
286,474
-7,132
-2% -$214K 0.15% 160
2025
Q4 		$8.36M Buy
293,606
+824
+0.3% +$23.3K 0.14% 170
2025
Q3 		$8.17M Sell
292,782
-44,438
-13% -$1.19M 0.15% 163
2025
Q2 		$8.53M Sell
337,220
-42,018
-11% -$993K 0.16% 160
2025
Q1 		$8.89M Sell
379,238
-171,128
-31% -$4.36M 0.22% 137
2024
Q4 		$14.2M Buy
550,366
+9,820
+2% +$261K 0.33% 97
2024
Q3 		$13.9M Sell
540,546
-7,926
-1% -$197K 0.32% 98
2024
Q2 		$13M Buy
548,472
+6,210
+1% +$147K 0.31% 97
2024
Q1 		$13.4M Buy
542,262
+530,252
+4,415% +$12.4M 0.31% 99
2023
Q4 		$284K Buy
12,010
+1,716
+17% +$36.2K 0.01% 447
2023
Q3 		$213K Buy
10,294
+692
+7% +$15.2K 0.01% 475
2023
Q2 		$210K Buy
+9,602
New +$200K 0.01% 486
2020
Q1 		– Sell
-27,312
Closed -$516K – 753
2019
Q4 		$516K Buy
27,312
+4
+0% +$72 0.01% 443
2019
Q3 		$476K Buy
27,308
+4
+0% +$71 0.01% 490
2019
Q2 		$488K Hold
27,304
– – 0.01% 553
2019
Q1 		$477K Hold
27,304
– – 0.01% 583
2018
Q4 		$414K Buy
+27,304
New +$461K 0.01% 686

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

Curi RMB Capital's SCHA Position: Q2 2026 in Review

Curi RMB Capital reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q2 2026, selling an estimated $1.17M and leaving 251,074 shares worth $9.07M. The position accounts for 0.14% of the portfolio, ranked #177.

Curi RMB Capital first reported a position in SCHA in Q4 2018 and has held it in 18 quarters since. The position peaked at $14.2M in Q4 2024. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Curi RMB Capital held 251,074 shares of Schwab U.S Small- Cap ETF worth $9.07M as of Q2 2026.
  • Curi RMB Capital sold 35,400 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.17M.
  • Schwab U.S Small- Cap ETF made up 0.14% of Curi RMB Capital's portfolio in Q2 2026, its #177 holding.
  • Curi RMB Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Curi RMB Capital's Schwab U.S Small- Cap ETF position peaked at $14.2M in Q4 2024.
  • 1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.