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

ETF Store’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	$449K	Sell	12,415 -84	-0.7%	-$2.78K	0.38%	53
2026 Q1	$363K	Sell	12,499 -122	-1%	-$3.66K	0.35%	51
2025 Q4	$359K	Sell	12,621 -152	-1%	-$4.29K	0.37%	51
2025 Q3	$356K	Buy	12,773 +1,035	+9%	+$27.7K	0.38%	49
2025 Q2	$297K	Buy	11,738 +406	+4%	+$9.6K	0.34%	56
2025 Q1	$266K	Buy	11,332 +370	+3%	+$9.43K	0.33%	63
2024 Q4	$283K	Sell	10,962 -672	-6%	-$17.9K	0.35%	57
2024 Q3	$300K	Sell	11,634 -1,632	-12%	-$40.5K	0.31%	64
2024 Q2	$315K	Sell	13,266 -5,696	-30%	-$135K	0.32%	61
2024 Q1	$467K	Sell	18,962 -3,630	-16%	-$85K	0.27%	65
2023 Q4	$534K	Sell	22,592 -2,314	-9%	-$48.8K	0.34%	56
2023 Q3	$501K	Buy	24,906 +2,348	+10%	+$51.5K	0.36%	49
2023 Q2	$516K	Sell	22,558 -1,496	-6%	-$31.2K	0.36%	44
2023 Q1	$488K	Sell	24,054 -548	-2%	-$11.8K	0.37%	47
2022 Q4	$547K	Buy	24,602 +6,434	+35%	+$132K	0.42%	42
2022 Q3	$343K	Sell	18,168 -426	-2%	-$8.91K	0.3%	49
2022 Q2	$369K	Buy	18,594 +204	+1%	+$4.36K	0.3%	50
2022 Q1	$400K	Sell	18,390 -462	-2%	-$10.9K	0.31%	47
2021 Q4	$451K	Buy	+18,852	New	+$488K	0.34%	43

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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

ETF Store's SCHA Position: Q2 2026 in Review

ETF Store reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.67% in Q2 2026, selling an estimated $2.78K and leaving 12,415 shares worth $449K. The position accounts for 0.38% of the portfolio, ranked #53.

ETF Store first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $547K in Q4 2022. 707 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

ETF Store held 12,415 shares of Schwab U.S Small- Cap ETF worth $449K as of Q2 2026.
ETF Store sold 84 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.78K.
Schwab U.S Small- Cap ETF made up 0.38% of ETF Store's portfolio in Q2 2026, its #53 holding.
ETF Store first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
ETF Store's Schwab U.S Small- Cap ETF position peaked at $547K in Q4 2022.
707 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on ETF Store's 13F filing for Q2 2026, filed 29 Jul 2026.