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

Dunhill 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 		$256K Buy
7,086
+120
+2% +$3.96K 0.05% 133
2026
Q1 		$203K Buy
6,966
+4,252
+157% +$127K 0.05% 153
2025
Q4 		$77.3K Buy
2,714
+2,286
+534% +$64.6K 0.02% 217
2025
Q3 		$11.9K Sell
428
-2
-0.5% -$53 ﹤0.01% 443
2025
Q2 		$10.9K Hold
430
– – ﹤0.01% 429
2025
Q1 		$10.1K Buy
+430
New +$11K ﹤0.01% 415
2024
Q3 		– Sell
-136
Closed -$3.23K – 971
2024
Q2 		$3.23K Hold
136
– – ﹤0.01% 479
2024
Q1 		$3.35K Buy
+136
New +$3.19K ﹤0.01% 393

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

Dunhill Financial's SCHA Position: Q2 2026 in Review

Dunhill Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q2 2026, buying an estimated $3.96K and bringing the position to 7,086 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #133.

Dunhill Financial first reported a position in SCHA in Q1 2024 and has held it in 8 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Dunhill Financial held 7,086 shares of Schwab U.S Small- Cap ETF worth $256K as of Q2 2026.
  • Dunhill Financial bought 120 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.96K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Dunhill Financial's portfolio in Q2 2026, its #133 holding.
  • Dunhill Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.