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Financial Management Professionals’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Financial Management Professionals’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 		$2.6K Sell
72
-10
-12% -$330 ﹤0.01% 760
2026
Q1 		$2.38K Hold
82
– – ﹤0.01% 704
2025
Q4 		$2.33K Hold
82
– – ﹤0.01% 700
2025
Q3 		$2.29K Sell
82
-12
-13% -$321 ﹤0.01% 692
2025
Q2 		$2.38K Hold
94
– – ﹤0.01% 722
2025
Q1 		$2.2K Buy
94
+12
+15% +$306 ﹤0.01% 731
2024
Q4 		$2.12K Hold
82
– – ﹤0.01% 723
2024
Q3 		$2K Hold
82
– – ﹤0.01% 761
2024
Q2 		$2K Hold
82
– – ﹤0.01% 721
2024
Q1 		$2K Hold
82
– – ﹤0.01% 782
2023
Q4 		$2K Sell
82
-2
-2% -$42 ﹤0.01% 781
2023
Q3 		$2K Hold
84
– – ﹤0.01% 734
2023
Q2 		$2K Hold
84
– – ﹤0.01% 762
2023
Q1 		$2K Sell
84
-284
-77% -$6.1K ﹤0.01% 816
2022
Q4 		$7K Buy
368
+282
+328% +$5.78K ﹤0.01% 573
2022
Q3 		$2K Hold
86
– – ﹤0.01% 766
2022
Q2 		$2K Sell
86
-170
-66% -$3.63K ﹤0.01% 774
2022
Q1 		$6K Sell
256
-100
-28% -$2.36K ﹤0.01% 608
2021
Q4 		$9K Sell
356
-100
-22% -$2.59K ﹤0.01% 509
2021
Q3 		$11K Sell
456
-1,156,028
-100% -$29.4M ﹤0.01% 460
2021
Q2 		$30.1M Sell
1,156,484
-2,473,396
-68% -$63.2M 7.75% 2
2021
Q1 		$90.4M Buy
3,629,880
+580,272
+19% +$14.3M 24.21% 1
2020
Q4 		$67.9M Buy
3,049,608
+1,731,544
+131% +$34.5M 19.03% 1
2020
Q3 		$22.5M Buy
1,318,064
+1,317,912
+867,047% +$22.7M 8.03% 4
2020
Q2 		$2K Buy
152
+56
+58% +$839 ﹤0.01% 515
2020
Q1 		$1K Hold
96
– – ﹤0.01% 285
2019
Q4 		$2K Hold
96
– – ﹤0.01% 282
2019
Q3 		$2K Hold
96
– – ﹤0.01% 259
2019
Q2 		$2K Hold
96
– – ﹤0.01% 281
2019
Q1 		$2K Hold
96
– – ﹤0.01% 236
2018
Q4 		$1K Sell
96
-1,898,432
-100% -$32.1M ﹤0.01% 261
2018
Q3 		$36.2M Sell
1,898,528
-71,912
-4% -$1.37M 14.04% 2
2018
Q2 		$36.2M Buy
1,970,440
+1,970,304
+1,448,753% +$35.6M 14.76% 2
2018
Q1 		$2K Sell
136
-1,916,452
-100% -$33.8M ﹤0.01% 255
2017
Q4 		$33.4M Buy
1,916,588
+1,911,908
+40,853% +$32.7M 14.1% 2
2017
Q3 		$78K Sell
4,680
-1,698,368
-100% -$27.3M 0.03% 64
2017
Q2 		$27.2M Sell
1,703,048
-28,020
-2% -$443K 12.35% 2
2017
Q1 		$27.6M Buy
1,731,068
+56,776
+3% +$889K 14.07% 2
2016
Q4 		$25.7M Buy
1,674,292
+35,548
+2% +$523K 13.39% 2
2016
Q3 		$23.6M Buy
1,638,744
+1,633,112
+28,997% +$23.2M 12.25% 2
2016
Q2 		$76K Buy
5,632
+880
+19% +$11.7K 0.04% 66
2016
Q1 		$62K Hold
4,752
– – 0.03% 65
2015
Q4 		$61K Sell
4,752
-1,338,328
-100% -$17.9M 0.03% 68
2015
Q3 		$17.1M Buy
1,343,080
+1,338,648
+30,204% +$18.4M 11.54% 2
2015
Q2 		$63K Hold
4,432
– – 0.03% 73
2015
Q1 		$64K Sell
4,432
-15,484
-78% -$216K 0.03% 73
2014
Q4 		$274K Hold
19,916
– – 0.15% 35
2014
Q3 		$255K Hold
19,916
– – 0.17% 32
2014
Q2 		$272K Sell
19,916
-1,422,752
-99% -$18.8M 0.18% 32
2014
Q1 		$19.3M Sell
1,442,668
-25,984
-2% -$344K 13.29% 2
2013
Q4 		$19.3M Sell
1,468,652
-34,268
-2% -$431K 13.01% 2
2013
Q3 		$18.1M Buy
1,502,920
+5,436
+0.4% +$63.9K 11.22% 2
2013
Q2 		$16.5M Buy
+1,497,484
New +$16.2M 12.11% 2

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Financial Management Professionals's SCHA Position: Q2 2026 in Review

Financial Management Professionals reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q2 2026, selling an estimated $330 and leaving 72 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Financial Management Professionals first reported a position in SCHA in Q2 2013 and has held it in 53 quarters since. The position peaked at $90.4M in Q1 2021. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Financial Management Professionals held 72 shares of Schwab U.S Small- Cap ETF worth $2.6K as of Q2 2026.
  • Financial Management Professionals sold 10 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $330.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #760 holding.
  • Financial Management Professionals first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • Financial Management Professionals's Schwab U.S Small- Cap ETF position peaked at $90.4M in Q1 2021.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.