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Downshift Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Downshift Financial’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 		$3.48M Sell
96,403
-17,926
-16% -$592K 1.56% 16
2026
Q1 		$3.65M Sell
114,329
-30,885
-21% -$926K 1.89% 13
2025
Q4 		$4.34M Buy
+145,214
New +$4.1M 2.67% 12

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Downshift Financial's SCHA Position: Q2 2026 in Review

Downshift Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q2 2026, selling an estimated $592K and leaving 96,403 shares worth $3.48M. The position accounts for 1.56% of the portfolio, ranked #16.

Downshift Financial first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.34M in Q4 2025. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Downshift Financial held 96,403 shares of Schwab U.S Small- Cap ETF worth $3.48M as of Q2 2026.
  • Downshift Financial sold 17,926 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $592K.
  • Schwab U.S Small- Cap ETF made up 1.56% of Downshift Financial's portfolio in Q2 2026, its #16 holding.
  • Downshift Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • Downshift Financial's Schwab U.S Small- Cap ETF position peaked at $4.34M in Q4 2025.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.