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F.L. Putnam Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

F.L. Putnam Investment 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 		$593K Sell
16,410
-920
-5% -$30.4K 0.01% 441
2026
Q1 		$504K Sell
17,330
-2,179
-11% -$65.3K 0.01% 415
2025
Q4 		$556K Buy
+19,509
New +$551K 0.01% 406
2025
Q3 		– Sell
-10,614
Closed -$269K – 605
2025
Q2 		$269K Sell
10,614
-1,880
-15% -$44.4K ﹤0.01% 511
2025
Q1 		$293K Hold
12,494
– – 0.01% 495
2024
Q4 		$323K Sell
12,494
-828
-6% -$22K 0.01% 479
2024
Q3 		$343K Buy
13,322
+252
+2% +$6.26K 0.01% 483
2024
Q2 		$310K Sell
13,070
-610
-4% -$14.5K 0.01% 486
2024
Q1 		$337K Buy
13,680
+218
+2% +$5.11K 0.01% 404
2023
Q4 		$318K Sell
13,462
-3,862
-22% -$81.4K 0.01% 409
2023
Q3 		$359K Sell
17,324
-6,676
-28% -$146K 0.01% 386
2023
Q2 		$526K Buy
24,000
+50
+0.2% +$1.04K 0.01% 346
2023
Q1 		$502K Sell
23,950
-418
-2% -$8.98K 0.02% 302
2022
Q4 		$494K Buy
24,368
+168
+0.7% +$3.44K 0.02% 291
2022
Q3 		$457K Buy
24,200
+4,394
+22% +$91.9K 0.02% 285
2022
Q2 		$386K Sell
19,806
-224
-1% -$4.79K 0.01% 306
2022
Q1 		$474K Buy
20,030
+3,966
+25% +$93.6K 0.02% 290
2021
Q4 		$411K Sell
16,064
-428
-3% -$11.1K 0.01% 306
2021
Q3 		$413K Sell
16,492
-4,300
-21% -$109K 0.01% 299
2021
Q2 		$542K Sell
20,792
-7,184
-26% -$184K 0.02% 272
2021
Q1 		$697K Buy
27,976
+10,808
+63% +$266K 0.03% 218
2020
Q4 		$382K Buy
17,168
+3,648
+27% +$72.6K 0.02% 251
2020
Q3 		$231K Sell
13,520
-7,720
-36% -$133K 0.01% 274
2020
Q2 		$347K Sell
21,240
-25,308
-54% -$379K 0.02% 236
2020
Q1 		$600K Sell
46,548
-24,648
-35% -$419K 0.05% 177
2019
Q4 		$1.35M Sell
71,196
-9,464
-12% -$171K 0.08% 142
2019
Q3 		$1.41M Sell
80,660
-41,016
-34% -$724K 0.1% 130
2019
Q2 		$2.17M Sell
121,676
-38,016
-24% -$672K 0.17% 104
2019
Q1 		$2.79M Sell
159,692
-6,036
-4% -$103K 0.23% 97
2018
Q4 		$2.51M Buy
165,728
+42,824
+35% +$724K 0.27% 94
2018
Q3 		$2.34M Buy
122,904
+5,696
+5% +$109K 0.21% 100
2018
Q2 		$2.16M Sell
117,208
-29,836
-20% -$540K 0.21% 107
2018
Q1 		$2.54M Buy
147,044
+54,296
+59% +$957K 0.23% 106
2017
Q4 		$1.62M Buy
92,748
+28,408
+44% +$486K 0.15% 125
2017
Q3 		$1.08M Buy
+64,340
New +$1.03M 0.1% 140
2017
Q1 		$750K Buy
47,660
+26,332
+123% +$412K 0.08% 148
2016
Q4 		$328K Buy
+21,328
New +$314K 0.04% 172

Other funds holding SCHA

AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

F.L. Putnam Investment Management's SCHA Position: Q2 2026 in Review

F.L. Putnam Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.3% in Q2 2026, selling an estimated $30.4K and leaving 16,410 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #441.

F.L. Putnam Investment Management first reported a position in SCHA in Q4 2016 and has held it in 37 quarters since. The position peaked at $2.79M in Q1 2019. 1,048 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • F.L. Putnam Investment Management held 16,410 shares of Schwab U.S Small- Cap ETF worth $593K as of Q2 2026.
  • F.L. Putnam Investment Management sold 920 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $30.4K.
  • Schwab U.S Small- Cap ETF made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #441 holding.
  • F.L. Putnam Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 37 quarters since.
  • F.L. Putnam Investment Management's Schwab U.S Small- Cap ETF position peaked at $2.79M in Q1 2019.
  • 1,048 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.