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Fairfield, Bush & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fairfield, Bush & Co’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 		$286K Buy
7,918
+377
+5% +$12.5K 0.14% 105
2026
Q1 		$219K Sell
7,541
-99
-1% -$2.97K 0.12% 115
2025
Q4 		$218K Sell
7,640
-97
-1% -$2.74K 0.11% 109
2025
Q3 		$216K Buy
+7,737
New +$207K 0.11% 114

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fairfield, Bush & Co's SCHA Position: Q2 2026 in Review

Fairfield, Bush & Co increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5% in Q2 2026, buying an estimated $12.5K and bringing the position to 7,918 shares worth $286K. The position accounts for 0.14% of the portfolio, ranked #105.

Fairfield, Bush & Co first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Fairfield, Bush & Co held 7,918 shares of Schwab U.S Small- Cap ETF worth $286K as of Q2 2026.
  • Fairfield, Bush & Co bought 377 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $12.5K.
  • Schwab U.S Small- Cap ETF made up 0.14% of Fairfield, Bush & Co's portfolio in Q2 2026, its #105 holding.
  • Fairfield, Bush & Co first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Fairfield, Bush & Co's 13F filing for Q2 2026, filed 13 Aug 2026.