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D.J. St. Germain’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

D.J. St. Germain’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 		$2.06K Buy
+57
New +$1.88K ﹤0.01% 823
2025
Q2 		– Sell
-1,872
Closed -$43.9K – 940
2025
Q1 		$43.9K Buy
1,872
+1,824
+3,800% +$46.5K ﹤0.01% 415
2024
Q4 		$1.24K Buy
+48
New +$1.28K ﹤0.01% 761

Other funds holding SCHA

Wealth Enhancement Advisory Services
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
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

D.J. St. Germain's SCHA Position: Q2 2026 in Review

D.J. St. Germain opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 57 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #823 among its holdings. This is a return to the name: D.J. St. Germain previously reported a position in SCHA as recently as Q1 2025.

D.J. St. Germain first reported a position in SCHA in Q4 2024 and has held it in 3 quarters since. The position peaked at $43.9K in Q1 2025. 402 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • D.J. St. Germain held 57 shares of Schwab U.S Small- Cap ETF worth $2.06K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new D.J. St. Germain position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #823 holding.
  • D.J. St. Germain first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 3 quarters since.
  • D.J. St. Germain's Schwab U.S Small- Cap ETF position peaked at $43.9K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.