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Farmers & Merchants Investments Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Farmers & Merchants Investments Inc’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 		$155K Hold
4,288
– – ﹤0.01% 340
2026
Q1 		$125K Hold
4,288
– – ﹤0.01% 345
2025
Q4 		$122K Hold
4,288
– – ﹤0.01% 343
2025
Q3 		$120K Hold
4,288
– – ﹤0.01% 346
2025
Q2 		$108K Sell
4,288
-218
-5% -$5.15K ﹤0.01% 358
2025
Q1 		$106K Hold
4,506
– – ﹤0.01% 366
2024
Q4 		$117K Hold
4,506
– – ﹤0.01% 357
2024
Q3 		$116K Hold
4,506
– – ﹤0.01% 363
2024
Q2 		$107K Buy
4,506
+218
+5% +$5.17K ﹤0.01% 360
2024
Q1 		$106K Hold
4,288
– – ﹤0.01% 341
2023
Q4 		$101K Sell
4,288
-1,632
-28% -$34.4K ﹤0.01% 336
2023
Q3 		$123K Hold
5,920
– – ﹤0.01% 315
2023
Q2 		$130K Sell
5,920
-480
-8% -$10K ﹤0.01% 316
2023
Q1 		$134K Hold
6,400
– – 0.01% 311
2022
Q4 		$130K Hold
6,400
– – 0.01% 313
2022
Q3 		$121K Sell
6,400
-1,038
-14% -$21.7K 0.01% 318
2022
Q2 		$145K Buy
7,438
+1,038
+16% +$22.2K 0.01% 300
2022
Q1 		$152K Sell
6,400
-1,124
-15% -$26.5K 0.01% 306
2021
Q4 		$193K Buy
7,524
+1,124
+18% +$29.1K 0.01% 294
2021
Q3 		$160K Hold
6,400
– – 0.01% 294
2021
Q2 		$167K Hold
6,400
– – 0.01% 250
2021
Q1 		$159K Buy
6,400
+2,112
+49% +$51.9K 0.01% 243
2020
Q4 		$95K Hold
4,288
– – ﹤0.01% 277
2020
Q3 		$73K Hold
4,288
– – ﹤0.01% 286
2020
Q2 		$70K Buy
+4,288
New +$64.2K ﹤0.01% 282

Other funds holding SCHA

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
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
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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Farmers & Merchants Investments Inc's SCHA Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 4,288 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #340.

Farmers & Merchants Investments Inc first reported a position in SCHA in Q2 2020 and has held it in 25 quarters since. The position peaked at $193K in Q4 2021. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Farmers & Merchants Investments Inc held 4,288 shares of Schwab U.S Small- Cap ETF worth $155K as of Q2 2026.
  • Farmers & Merchants Investments Inc left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #340 holding.
  • Farmers & Merchants Investments Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Farmers & Merchants Investments Inc's Schwab U.S Small- Cap ETF position peaked at $193K in Q4 2021.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.