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

Empirical 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	$15M	Sell	414,348 -14,854	-3%	-$491K	0.22%	83
2026 Q1	$12.5M	Sell	429,202 -84,193	-16%	-$2.52M	0.22%	82
2025 Q4	$14.6M	Buy	513,395 +51,455	+11%	+$1.45M	0.26%	71
2025 Q3	$12.9M	Buy	461,940 +6,187	+1%	+$165K	0.26%	76
2025 Q2	$11.5M	Buy	455,753 +25,239	+6%	+$597K	0.26%	76
2025 Q1	$10.1M	Buy	430,514 +27,647	+7%	+$705K	0.26%	83
2024 Q4	$10.4M	Sell	402,867 -6,969	-2%	-$185K	0.28%	75
2024 Q3	$10.6M	Buy	409,836 +1,878	+0.5%	+$46.6K	0.3%	73
2024 Q2	$9.68M	Sell	407,958 -1,314	-0.3%	-$31.1K	0.29%	70
2024 Q1	$10.1M	Sell	409,272 -7,494	-2%	-$176K	0.3%	68
2023 Q4	$9.84M	Sell	416,766 -9,462	-2%	-$199K	0.33%	63
2023 Q3	$8.83M	Buy	426,228 +1,354	+0.3%	+$29.7K	0.35%	63
2023 Q2	$9.3M	Buy	424,874 +24,898	+6%	+$519K	0.37%	55
2023 Q1	$8.39M	Buy	399,976 +9,134	+2%	+$196K	0.36%	56
2022 Q4	$7.92M	Sell	390,842 -2,268	-0.6%	-$46.5K	0.37%	53
2022 Q3	$7.43M	Buy	393,110 +4,472	+1%	+$93.5K	0.39%	56
2022 Q2	$7.58M	Buy	388,638 +16,928	+5%	+$362K	0.4%	51
2022 Q1	$8.8M	Buy	371,710 +23,686	+7%	+$559K	0.44%	43
2021 Q4	$8.91M	Buy	348,024 +1,544	+0.4%	+$39.9K	0.44%	44
2021 Q3	$8.67M	Sell	346,480 -11,084	-3%	-$281K	0.49%	39
2021 Q2	$9.31M	Buy	357,564 +255,716	+251%	+$6.54M	0.56%	35
2021 Q1	$2.54M	Sell	101,848 -266,480	-72%	-$6.55M	0.2%	80
2020 Q4	$8.2M	Sell	368,328 -6,756	-2%	-$135K	0.62%	33
2020 Q3	$6.41M	Buy	375,084 +9,372	+3%	+$161K	0.55%	38
2020 Q2	$5.97M	Buy	365,712 +261,320	+250%	+$3.91M	0.56%	35
2020 Q1	$1.34M	Buy	104,392 +42,220	+68%	+$718K	0.15%	96
2019 Q4	$1.18M	Sell	62,172 -19,524	-24%	-$353K	0.13%	114
2019 Q3	$1.42M	Buy	81,696 +38,944	+91%	+$688K	0.17%	88
2019 Q2	$764K	Buy	42,752 +5,100	+14%	+$90.2K	0.1%	118
2019 Q1	$658K	Sell	37,652 -2,688	-7%	-$46K	0.1%	119
2018 Q4	$612K	Sell	40,340 -1,096	-3%	-$18.5K	0.1%	110
2018 Q3	$789K	Buy	41,436 +16,748	+68%	+$319K	0.14%	84
2018 Q2	$454K	Buy	24,688 +9,412	+62%	+$170K	0.09%	114
2018 Q1	$264K	Buy	+15,276	New	+$269K	0.05%	142

Other funds holding SCHA

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Empirical Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.5% in Q2 2026, selling an estimated $491K and leaving 414,348 shares worth $15M. The position accounts for 0.22% of the portfolio, ranked #83.

Empirical Wealth Management first reported a position in SCHA in Q1 2018 and has held it in 34 quarters since. 614 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Empirical Wealth Management held 414,348 shares of Schwab U.S Small- Cap ETF worth $15M as of Q2 2026.
Empirical Wealth Management sold 14,854 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $491K.
Schwab U.S Small- Cap ETF made up 0.22% of Empirical Wealth Management's portfolio in Q2 2026, its #83 holding.
Empirical Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 34 quarters since.
614 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.