Focus Financial Network’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Focus Financial Network’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	$14M	Sell	387,046 -27,025	-7%	-$893K	0.43%	44
2026 Q1	$12M	Sell	414,071 -13,704	-3%	-$411K	0.43%	48
2025 Q4	$12.2M	Sell	427,775 -5,121	-1%	-$145K	0.42%	48
2025 Q3	$12.1M	Buy	432,896 +1,407	+0.3%	+$37.6K	0.43%	48
2025 Q2	$10.9M	Buy	431,489 +21,268	+5%	+$503K	0.43%	45
2025 Q1	$9.61M	Sell	410,221 -4,381	-1%	-$112K	0.39%	49
2024 Q4	$10.7M	Sell	414,602 -6,010	-1%	-$160K	0.43%	45
2024 Q3	$10.8M	Sell	420,612 -9,596	-2%	-$238K	0.44%	44
2024 Q2	$11M	Buy	430,208 +2,100	+0.5%	+$49.8K	0.47%	43
2024 Q1	$9.68M	Buy	428,108 +426	+0.1%	+$9.98K	0.47%	42
2023 Q4	$10.1M	Sell	427,682 -151,640	-26%	-$3.2M	0.38%	56
2023 Q3	$12M	Buy	579,322 +1,846	+0.3%	+$40.5K	0.68%	31
2023 Q2	$12.6M	Sell	577,476 -2,568	-0.4%	-$53.5K	0.7%	29
2023 Q1	$12.2M	Buy	+580,044	New	+$12.5M	0.76%	26
2021 Q1	–	Sell	-450,456	Closed	-$10M	–	512
2020 Q4	$10M	Buy	450,456 +11,576	+3%	+$230K	0.89%	27
2020 Q3	$7.5M	Buy	438,880 +81,784	+23%	+$1.41M	0.7%	33
2020 Q2	$5.83M	Sell	357,096 -93,484	-21%	-$1.4M	0.65%	35
2020 Q1	$5.8M	Sell	450,580 -156,140	-26%	-$2.65M	0.78%	33
2019 Q4	$11.5M	Sell	606,720 -38,988	-6%	-$705K	1.41%	14
2019 Q3	$11.3M	Buy	645,708 +36,316	+6%	+$641K	1.56%	12
2019 Q2	$10.9M	Buy	609,392 +15,680	+3%	+$277K	1.62%	12
2019 Q1	$10.4M	Buy	+593,712	New	+$10.2M	1.66%	12

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Focus Financial Network's SCHA Position: Q2 2026 in Review

Focus Financial Network reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.5% in Q2 2026, selling an estimated $893K and leaving 387,046 shares worth $14M. The position accounts for 0.43% of the portfolio, ranked #44.

Focus Financial Network first reported a position in SCHA in Q1 2019 and has held it in 22 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Focus Financial Network held 387,046 shares of Schwab U.S Small- Cap ETF worth $14M as of Q2 2026.
Focus Financial Network sold 27,025 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $893K.
Schwab U.S Small- Cap ETF made up 0.43% of Focus Financial Network's portfolio in Q2 2026, its #44 holding.
Focus Financial Network first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 22 quarters since.
272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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