Dearborn Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Dearborn Partners’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	$1.81M	Buy	50,093 +9,243	+23%	+$305K	0.1%	98
2026 Q1	$1.19M	Buy	40,850 +8,615	+27%	+$258K	0.06%	111
2025 Q4	$918K	Buy	32,235 +12,931	+67%	+$365K	0.05%	127
2025 Q3	$539K	Buy	19,304 +1,088	+6%	+$29.1K	0.03%	174
2025 Q2	$461K	Buy	18,216 +4,022	+28%	+$95.1K	0.02%	185
2025 Q1	$333K	Buy	14,194 +4,066	+40%	+$104K	0.02%	199
2024 Q4	$262K	Buy	10,128 +1,560	+18%	+$41.5K	0.01%	230
2024 Q3	$221K	Buy	+8,568	New	+$213K	0.01%	257

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Dearborn Partners's SCHA Position: Q2 2026 in Review

Dearborn Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 23% in Q2 2026, buying an estimated $305K and bringing the position to 50,093 shares worth $1.81M. The position accounts for 0.1% of the portfolio, ranked #98.

Dearborn Partners first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Dearborn Partners held 50,093 shares of Schwab U.S Small- Cap ETF worth $1.81M as of Q2 2026.
Dearborn Partners bought 9,243 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $305K.
Schwab U.S Small- Cap ETF made up 0.1% of Dearborn Partners's portfolio in Q2 2026, its #98 holding.
Dearborn Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Dearborn Partners's 13F filing for Q2 2026, filed 13 Aug 2026.