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Forte Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Forte Capital’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
2025
Q2 		$601K Buy
23,768
+984
+4% +$23.3K 0.06% 161
2025
Q1 		$534K Buy
22,784
+88
+0.4% +$2.24K 0.06% 167
2024
Q4 		$587K Buy
22,696
+2
+0% +$53 0.07% 154
2024
Q3 		$584K Sell
22,694
-388
-2% -$9.63K 0.07% 157
2024
Q2 		$548K Sell
23,082
-1,264
-5% -$30K 0.07% 149
2024
Q1 		$599K Buy
24,346
+5,226
+27% +$122K 0.07% 145
2023
Q4 		$452K Sell
19,120
-56
-0.3% -$1.18K 0.06% 155
2023
Q3 		$397K Buy
19,176
+392
+2% +$8.6K 0.06% 151
2023
Q2 		$411K Buy
18,784
+682
+4% +$14.2K 0.06% 152
2023
Q1 		$380K Sell
18,102
-120
-0.7% -$2.58K 0.06% 155
2022
Q4 		$369K Buy
18,222
+116
+0.6% +$2.38K 0.06% 152
2022
Q3 		$342K Sell
18,106
-130
-0.7% -$2.72K 0.06% 156
2022
Q2 		$356K Buy
18,236
+7,808
+75% +$167K 0.06% 151
2022
Q1 		$534K Sell
10,428
-10,428
-50% -$246K 0.07% 150
2021
Q4 		$534K Sell
20,856
-1,120
-5% -$29K 0.07% 150
2021
Q3 		$550K Buy
21,976
+768
+4% +$19.5K 0.07% 145
2021
Q2 		$552K Buy
21,208
+1,620
+8% +$41.4K 0.08% 140
2021
Q1 		$488K Buy
19,588
+308
+2% +$7.58K 0.08% 140
2020
Q4 		$429K Buy
19,280
+6,052
+46% +$120K 0.07% 143
2020
Q3 		$226K Sell
13,228
-1,808
-12% -$31.1K 0.04% 170
2020
Q2 		$246K Buy
+15,036
New +$225K 0.05% 158
2018
Q1 		– Sell
-12,428
Closed -$216K – 143
2017
Q4 		$216K Buy
12,428
+92
+0.7% +$1.57K 0.06% 161
2017
Q3 		$208K Buy
+12,336
New +$198K 0.07% 158

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Forte Capital's SCHA Position: Q2 2025 in Review

Forte Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.3% in Q2 2025, buying an estimated $23.3K and bringing the position to 23,768 shares worth $601K. The position accounts for 0.06% of the portfolio, ranked #161.

Forte Capital first reported a position in SCHA in Q3 2017 and has held it in 23 quarters since. 1,139 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Forte Capital held 23,768 shares of Schwab U.S Small- Cap ETF worth $601K as of Q2 2025.
  • Forte Capital bought 984 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $23.3K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Forte Capital's portfolio in Q2 2025, its #161 holding.
  • Forte Capital first reported a position in Schwab U.S Small- Cap ETF in Q3 2017 and has held it in 23 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.