Elmwood Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Elmwood Wealth 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	$1.72M	Sell	47,687 -2,210	-4%	-$73K	0.43%	60
2026 Q1	$1.45M	Sell	49,897 -65	-0.1%	-$1.95K	0.4%	61
2025 Q4	$1.42M	Sell	49,962 -117	-0.2%	-$3.3K	0.45%	62
2025 Q3	$1.4M	Sell	50,079 -795	-2%	-$21.3K	0.5%	59
2025 Q2	$1.29M	Sell	50,874 -1,500	-3%	-$35.5K	0.51%	64
2025 Q1	$1.23M	Sell	52,374 -475	-0.9%	-$12.1K	0.5%	68
2024 Q4	$1.37M	Sell	52,849 -3,711	-7%	-$98.7K	0.55%	62
2024 Q3	$1.46M	Buy	56,560 +100	+0.2%	+$2.48K	0.6%	61
2024 Q2	$1.34M	Sell	56,460 -1,264	-2%	-$30K	0.6%	59
2024 Q1	$1.42M	Buy	57,724 +40,280	+231%	+$944K	0.61%	61
2023 Q4	$412K	Sell	17,444 -47,748	-73%	-$1.01M	0.29%	78
2023 Q3	$1.35M	Sell	65,192 -3,930	-6%	-$86.2K	0.65%	53
2023 Q2	$1.51M	Sell	69,122 -4,598	-6%	-$95.8K	0.71%	47
2023 Q1	$1.55M	Sell	73,720 -670	-0.9%	-$14.4K	0.73%	45
2022 Q4	$1.51M	Sell	74,390 -348	-0.5%	-$7.13K	0.75%	42
2022 Q3	$1.41M	Sell	74,738 -4,018	-5%	-$84K	0.71%	46
2022 Q2	$1.53M	Buy	78,756 +3,440	+5%	+$73.5K	0.87%	42
2022 Q1	$1.78M	Buy	75,316 +9,436	+14%	+$223K	0.91%	41
2021 Q4	$1.69M	Buy	+65,880	New	+$1.7M	0.8%	47
2021 Q2	$1.64M	Buy	63,016 +160	+0.3%	+$4.09K	0.86%	39
2021 Q1	$1.57M	Buy	+62,856	New	+$1.55M	0.96%	37
2020 Q3	$947K	Hold	57,992	–	–	0.77%	45
2020 Q2	$947K	Sell	57,992 -108,336	-65%	-$1.62M	0.77%	45
2020 Q1	$2.87M	Buy	166,328 +81,344	+96%	+$1.38M	2.75%	5
2019 Q4	$1.61M	Sell	84,984 -368	-0.4%	-$6.66K	1.4%	22
2019 Q3	$1.49M	Sell	85,352 -4,096	-5%	-$72.3K	1.5%	21
2019 Q2	$1.6M	Sell	89,448 -2,740	-3%	-$48.5K	1.41%	21
2019 Q1	$1.61M	Sell	92,188 -62,904	-41%	-$1.08M	1.49%	17
2018 Q4	$2.35M	Buy	155,092 +264	+0.2%	+$4.46K	2.27%	9
2018 Q3	$2.95M	Buy	154,828 +3,504	+2%	+$66.8K	2.45%	7
2018 Q2	$2.78M	Sell	151,324 -15,004	-9%	-$271K	2.53%	6
2018 Q1	$2.87M	Buy	+166,328	New	+$2.93M	2.75%	5

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Elmwood Wealth Management's SCHA Position: Q2 2026 in Review

Elmwood Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.4% in Q2 2026, selling an estimated $73K and leaving 47,687 shares worth $1.72M. The position accounts for 0.43% of the portfolio, ranked #60.

Elmwood Wealth Management first reported a position in SCHA in Q1 2018 and has held it in 32 quarters since. The position peaked at $2.95M in Q3 2018. 278 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Elmwood Wealth Management held 47,687 shares of Schwab U.S Small- Cap ETF worth $1.72M as of Q2 2026.
Elmwood Wealth Management sold 2,210 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $73K.
Schwab U.S Small- Cap ETF made up 0.43% of Elmwood Wealth Management's portfolio in Q2 2026, its #60 holding.
Elmwood Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 32 quarters since.
Elmwood Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2.95M in Q3 2018.
278 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.