Fort Vancouver Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fort Vancouver Investment Management’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	$297K	Sell	8,218 -2,475	-23%	-$81.8K	0.14%	28
2026 Q1	$311K	Sell	10,693 -849	-7%	-$25.4K	0.16%	27
2025 Q4	$329K	Sell	11,542 -1,355	-11%	-$38.3K	0.18%	27
2025 Q3	$360K	Sell	12,897 -812	-6%	-$21.7K	0.2%	27
2025 Q2	$347K	Sell	13,709 -116	-0.8%	-$2.74K	0.24%	26
2025 Q1	$324K	Sell	13,825 -1,389	-9%	-$35.4K	0.25%	23
2024 Q4	$393K	Sell	15,214 -248	-2%	-$6.6K	0.33%	22
2024 Q3	$398K	Sell	15,462 -582	-4%	-$14.4K	0.34%	21
2024 Q2	$381K	Buy	+16,044	New	+$380K	0.37%	21

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Fort Vancouver Investment Management's SCHA Position: Q2 2026 in Review

Fort Vancouver Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 23% in Q2 2026, selling an estimated $81.8K and leaving 8,218 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #28.

Fort Vancouver Investment Management first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. The position peaked at $398K in Q3 2024. 670 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Fort Vancouver Investment Management held 8,218 shares of Schwab U.S Small- Cap ETF worth $297K as of Q2 2026.
Fort Vancouver Investment Management sold 2,475 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $81.8K.
Schwab U.S Small- Cap ETF made up 0.14% of Fort Vancouver Investment Management's portfolio in Q2 2026, its #28 holding.
Fort Vancouver Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
Fort Vancouver Investment Management's Schwab U.S Small- Cap ETF position peaked at $398K in Q3 2024.
670 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Fort Vancouver Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.