D.B. Root & Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $348K | Sell |
11,978
-332
| -3% | -$9.95K | 0.08% | 140 |
|
|
2025
Q4 | $351K | Buy |
12,310
+2,852
| +30% | +$80.5K | 0.09% | 140 |
|
|
2025
Q3 | $264K | Buy |
9,458
+207
| +2% | +$5.54K | 0.07% | 159 |
|
|
2025
Q2 | $234K | Sell |
9,251
-625
| -6% | -$14.8K | 0.07% | 168 |
|
|
2025
Q1 | $231K | Buy |
9,876
+86
| +0.9% | +$2.19K | 0.07% | 156 |
|
|
2024
Q4 | $253K | Sell |
9,790
-44
| -0.4% | -$1.17K | 0.08% | 154 |
|
|
2024
Q3 | $253K | Sell |
9,834
-162
| -2% | -$4.02K | 0.08% | 154 |
|
|
2024
Q2 | $237K | Buy |
9,996
+956
| +11% | +$22.7K | 0.08% | 172 |
|
|
2024
Q1 | $223K | Sell |
9,040
-1,946
| -18% | -$45.6K | 0.08% | 167 |
|
|
2023
Q4 | $260K | Sell |
10,986
-690
| -6% | -$14.5K | 0.09% | 149 |
|
|
2023
Q3 | $242K | Sell |
11,676
-2,008
| -15% | -$44.1K | 0.09% | 151 |
|
|
2023
Q2 | $300K | Sell |
13,684
-1,970
| -13% | -$41.1K | 0.11% | 150 |
|
|
2023
Q1 | $328K | Sell |
15,654
-6,084
| -28% | -$131K | 0.13% | 138 |
|
|
2022
Q4 | $440K | Sell |
21,738
-3,300
| -13% | -$67.6K | 0.19% | 110 |
|
|
2022
Q3 | $473K | Sell |
25,038
-2,946
| -11% | -$61.6K | 0.22% | 102 |
|
|
2022
Q2 | $545K | Sell |
27,984
-1,632
| -6% | -$34.9K | 0.23% | 103 |
|
|
2022
Q1 | $701K | Sell |
29,616
-420
| -1% | -$9.91K | 0.26% | 96 |
|
|
2021
Q4 | $768K | Buy |
30,036
+204
| +0.7% | +$5.28K | 0.28% | 96 |
|
|
2021
Q3 | $746K | Sell |
29,832
-5,508
| -16% | -$140K | 0.29% | 94 |
|
|
2021
Q2 | $920K | Buy |
35,340
+448
| +1% | +$11.5K | 0.34% | 80 |
|
|
2021
Q1 | $869K | Sell |
34,892
-1,672
| -5% | -$41.1K | 0.34% | 82 |
|
|
2020
Q4 | $813K | Sell |
36,564
-59,300
| -62% | -$1.18M | 0.32% | 79 |
|
|
2020
Q3 | $1.64M | Sell |
95,864
-2,504
| -3% | -$43.1K | 0.66% | 28 |
|
|
2020
Q2 | $1.61M | Sell |
98,368
-1,996
| -2% | -$29.9K | 0.7% | 27 |
|
|
2020
Q1 | $1.29M | Buy |
100,364
+2,724
| +3% | +$46.3K | 0.65% | 32 |
|
|
2019
Q4 | $1.85M | Buy |
97,640
+2,196
| +2% | +$39.7K | 0.81% | 23 |
|
|
2019
Q3 | $1.66M | Buy |
95,444
+2,276
| +2% | +$40.2K | 0.77% | 26 |
|
|
2019
Q2 | $1.66M | Buy |
93,168
+684
| +0.7% | +$12.1K | 0.74% | 30 |
|
|
2019
Q1 | $1.62M | Buy |
92,484
+4,796
| +5% | +$82.1K | 0.69% | 34 |
|
|
2018
Q4 | $1.33M | Buy |
87,688
+12,144
| +16% | +$205K | 0.66% | 38 |
|
|
2018
Q3 | $1.44M | Buy |
75,544
+14,816
| +24% | +$283K | 0.63% | 37 |
|
|
2018
Q2 | $1.12M | Buy |
60,728
+6,796
| +13% | +$123K | 0.53% | 59 |
|
|
2018
Q1 | $932K | Buy |
53,932
+15,684
| +41% | +$276K | 0.49% | 67 |
|
|
2017
Q4 | $667K | Buy |
+38,248
| New | +$655K | 0.57% | 62 |
|
Other funds holding SCHA
AA
D.B. Root & Company's SCHA Position: Q1 2026 in Review
D.B. Root & Company reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.7% in Q1 2026, selling an estimated $9.95K and leaving 11,978 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #140.
D.B. Root & Company first reported a position in SCHA in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.85M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- D.B. Root & Company held 11,978 shares of Schwab U.S Small- Cap ETF worth $348K as of Q1 2026.
- D.B. Root & Company sold 332 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $9.95K.
- Schwab U.S Small- Cap ETF made up 0.08% of D.B. Root & Company's portfolio in Q1 2026, its #140 holding.
- D.B. Root & Company first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- D.B. Root & Company's Schwab U.S Small- Cap ETF position peaked at $1.85M in Q4 2019.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.