Fort Point Capital Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fort Point Capital Partners’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	$12.7M	Buy	351,492 +20,108	+6%	+$664K	0.88%	23
2026 Q1	$9.64M	Sell	331,384 -10,765	-3%	-$323K	1.17%	21
2025 Q4	$10.5M	Buy	342,149 +733	+0.2%	+$20.7K	1.17%	22
2025 Q3	$9.53M	Buy	341,416 +11,058	+3%	+$296K	1.12%	25
2025 Q2	$8.36M	Buy	330,358 +53,451	+19%	+$1.26M	0.6%	34
2025 Q1	$6.49M	Sell	276,907 -50,462	-15%	-$1.29M	0.72%	34
2024 Q4	$8.47M	Buy	327,369 +94,623	+41%	+$2.52M	0.92%	29
2024 Q3	$5.99M	Buy	232,746 +7,178	+3%	+$178K	0.74%	33
2024 Q2	$5.35M	Buy	225,568 +19,518	+9%	+$463K	0.68%	34
2024 Q1	$5.07M	Buy	206,050 +32,052	+18%	+$751K	0.68%	32
2023 Q4	$4.11M	Sell	173,998 -33,118	-16%	-$698K	0.58%	35
2023 Q3	$4.29M	Buy	207,116 +101,134	+95%	+$2.22M	0.65%	31
2023 Q2	$2.32M	Buy	+105,982	New	+$2.21M	0.33%	50

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fort Point Capital Partners's SCHA Position: Q2 2026 in Review

Fort Point Capital Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.1% in Q2 2026, buying an estimated $664K and bringing the position to 351,492 shares worth $12.7M. The position accounts for 0.88% of the portfolio, ranked #23.

Fort Point Capital Partners first reported a position in SCHA in Q2 2023 and has held it in 13 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Fort Point Capital Partners held 351,492 shares of Schwab U.S Small- Cap ETF worth $12.7M as of Q2 2026.
Fort Point Capital Partners bought 20,108 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $664K.
Schwab U.S Small- Cap ETF made up 0.88% of Fort Point Capital Partners's portfolio in Q2 2026, its #23 holding.
Fort Point Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Fort Point Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.