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Cutler Investment Counsel’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cutler Investment Counsel’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 		$7.91M Buy
218,995
+17,195
+9% +$568K 0.74% 44
2026
Q1 		$5.87M Buy
201,800
+19,283
+11% +$578K 0.6% 52
2025
Q4 		$5.2M Buy
182,517
+785
+0.4% +$22.2K 0.54% 52
2025
Q3 		$5.07M Sell
181,732
-1,009
-0.6% -$27K 0.53% 54
2025
Q2 		$4.62M Buy
182,741
+18,991
+12% +$449K 0.51% 54
2025
Q1 		$3.84M Sell
163,750
-1,670
-1% -$42.6K 0.46% 58
2024
Q4 		$4.28M Buy
165,420
+8,276
+5% +$220K 0.53% 55
2024
Q3 		$4.05M Sell
157,144
-2,858
-2% -$71K 0.51% 54
2024
Q2 		$3.81M Buy
160,002
+7,052
+5% +$167K 0.52% 53
2024
Q1 		$3.77M Buy
152,950
+19,200
+14% +$450K 0.5% 52
2023
Q4 		$3.16M Buy
133,750
+4,060
+3% +$85.6K 0.45% 54
2023
Q3 		$2.69M Buy
129,690
+4,170
+3% +$91.5K 0.42% 53
2023
Q2 		$2.75M Sell
125,520
-2,184
-2% -$45.5K 0.42% 52
2023
Q1 		$2.68M Buy
127,704
+14,792
+13% +$318K 0.42% 49
2022
Q4 		$2.29M Sell
112,912
-6,564
-5% -$135K 0.35% 55
2022
Q3 		$2.26M Buy
119,476
+6,088
+5% +$127K 0.38% 51
2022
Q2 		$2.21M Buy
113,388
+4,276
+4% +$91.4K 0.35% 56
2022
Q1 		$2.58M Buy
109,112
+100,504
+1,168% +$2.37M 0.36% 55
2021
Q4 		$220K Buy
+8,608
New +$223K 0.03% 93

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

Cutler Investment Counsel's SCHA Position: Q2 2026 in Review

Cutler Investment Counsel increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.5% in Q2 2026, buying an estimated $568K and bringing the position to 218,995 shares worth $7.91M. The position accounts for 0.74% of the portfolio, ranked #44.

Cutler Investment Counsel 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.

  • Cutler Investment Counsel held 218,995 shares of Schwab U.S Small- Cap ETF worth $7.91M as of Q2 2026.
  • Cutler Investment Counsel bought 17,195 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $568K.
  • Schwab U.S Small- Cap ETF made up 0.74% of Cutler Investment Counsel's portfolio in Q2 2026, its #44 holding.
  • Cutler Investment Counsel 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 Cutler Investment Counsel's 13F filing for Q2 2026, filed 14 Jul 2026.