CWA Asset Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CWA Asset Management 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	$1.11M	Hold	30,773	–	–	0.03%	383
2026 Q1	$895K	Buy	30,773 +73	+0.2%	+$2.19K	0.03%	391
2025 Q4	$874K	Buy	30,700 +381	+1%	+$10.8K	0.03%	379
2025 Q3	$846K	Sell	30,319 -120	-0.4%	-$3.21K	0.03%	384
2025 Q2	$770K	Buy	30,439 +207	+0.7%	+$4.89K	0.03%	372
2025 Q1	$708K	Hold	30,232	–	–	0.03%	363
2024 Q4	$782K	Sell	30,232 -10	-0%	-$266	0.04%	303
2024 Q3	$779K	Buy	+30,242	New	+$751K	0.04%	287
2024 Q1	$720K	Hold	29,230	–	–	0.04%	271
2023 Q4	$690K	Sell	29,230 -82	-0.3%	-$1.73K	0.05%	207
2023 Q3	$607K	Hold	29,312	–	–	0.04%	185
2023 Q2	$642K	Buy	29,312 +60	+0.2%	+$1.25K	0.04%	173
2023 Q1	$613K	Hold	29,252	–	–	0.05%	172
2022 Q4	$592K	Buy	29,252 +160	+0.5%	+$3.28K	0.05%	178
2022 Q3	$550K	Sell	29,092 -1,664	-5%	-$34.8K	0.05%	160
2022 Q2	$600K	Buy	30,756 +2,260	+8%	+$48.3K	0.06%	160
2022 Q1	$675K	Hold	28,496	–	–	0.05%	159
2021 Q4	$729K	Hold	28,496	–	–	0.05%	156
2021 Q3	$713K	Hold	28,496	–	–	0.06%	152
2021 Q2	$747K	Hold	28,496	–	–	0.06%	147
2021 Q1	$710K	Hold	28,496	–	–	0.06%	148
2020 Q4	$634K	Hold	28,496	–	–	0.07%	148
2020 Q3	$487K	Sell	28,496 -932	-3%	-$16K	0.07%	136
2020 Q2	$481K	Hold	29,428	–	–	0.08%	125
2020 Q1	$379K	Buy	29,428 +12,276	+72%	+$209K	0.07%	138
2019 Q4	$324K	Hold	17,152	–	–	0.05%	174
2019 Q3	$298K	Hold	17,152	–	–	0.05%	163
2019 Q2	$307K	Buy	+17,152	New	+$303K	0.05%	170

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

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

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CWA Asset Management Group's SCHA Position: Q2 2026 in Review

CWA Asset Management Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 30,773 shares worth $1.11M. The position accounts for 0.03% of the portfolio, ranked #383.

CWA Asset Management Group first reported a position in SCHA in Q2 2019 and has held it in 28 quarters since. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

CWA Asset Management Group held 30,773 shares of Schwab U.S Small- Cap ETF worth $1.11M as of Q2 2026.
CWA Asset Management Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.03% of CWA Asset Management Group's portfolio in Q2 2026, its #383 holding.
CWA Asset Management Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 28 quarters since.
500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on CWA Asset Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.