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

Elm Partners Management’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	$2.6M	Buy	71,857 +1,728	+2%	+$57.1K	0.09%	55
2026 Q1	$1.97M	Buy	70,129 +34,314	+96%	+$1.03M	0.09%	53
2025 Q4	$1.02M	Buy	35,815 +3,412	+11%	+$96.3K	0.05%	72
2025 Q3	$904K	Buy	32,403 +1,446	+5%	+$38.7K	0.05%	76
2025 Q2	$783K	Sell	30,957 -56,766	-65%	-$1.34M	0.05%	63
2025 Q1	$2.06M	Sell	87,723 -40,756	-32%	-$1.04M	0.13%	33
2024 Q4	$3.32M	Buy	128,479 +39,845	+45%	+$1.06M	0.23%	27
2024 Q3	$1.14M	Buy	88,634 +31,060	+54%	+$771K	0.08%	35
2024 Q2	$1.37M	Buy	57,574 +28,850	+100%	+$684K	0.1%	38
2024 Q1	$707K	Sell	28,724 -362	-1%	-$8.48K	0.06%	41
2023 Q4	$687K	Sell	29,086 -4,958	-15%	-$105K	0.06%	37
2023 Q3	$705K	Sell	34,044 -1,648	-5%	-$36.2K	0.07%	36
2023 Q2	$782K	Sell	35,692 -9,308	-21%	-$194K	0.08%	35
2023 Q1	$943K	Buy	+45,000	New	+$967K	0.1%	34
2022 Q2	–	Sell	-820	Closed	-$19K	–	37
2022 Q1	$19K	Buy	+820	New	+$19.4K	﹤0.01%	44
2021 Q3	–	Sell	-820	Closed	-$21K	–	41
2021 Q2	$21K	Hold	820	–	–	﹤0.01%	41
2021 Q1	$20K	Hold	820	–	–	﹤0.01%	41
2020 Q4	$18K	Hold	820	–	–	﹤0.01%	41
2020 Q3	$14K	Hold	820	–	–	﹤0.01%	41
2020 Q2	$13K	Hold	820	–	–	﹤0.01%	41
2020 Q1	$11K	Sell	820 -108	-12%	-$1.83K	﹤0.01%	37
2019 Q4	$16K	Hold	928	–	–	﹤0.01%	41
2019 Q3	$16K	Sell	928 -104	-10%	-$1.84K	﹤0.01%	40
2019 Q2	$18K	Hold	1,032	–	–	﹤0.01%	40
2019 Q1	$18K	Buy	+1,032	New	+$17.7K	﹤0.01%	38

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

Elm Partners Management's SCHA Position: Q2 2026 in Review

Elm Partners Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q2 2026, buying an estimated $57.1K and bringing the position to 71,857 shares worth $2.6M. The position accounts for 0.09% of the portfolio, ranked #55.

Elm Partners Management first reported a position in SCHA in Q1 2019 and has held it in 25 quarters since. The position peaked at $3.32M in Q4 2024. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Elm Partners Management held 71,857 shares of Schwab U.S Small- Cap ETF worth $2.6M as of Q2 2026.
Elm Partners Management bought 1,728 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $57.1K.
Schwab U.S Small- Cap ETF made up 0.09% of Elm Partners Management's portfolio in Q2 2026, its #55 holding.
Elm Partners Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 25 quarters since.
Elm Partners Management's Schwab U.S Small- Cap ETF position peaked at $3.32M in Q4 2024.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Elm Partners Management's 13F filing for Q2 2026, filed 28 Jul 2026.