Fortitude Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fortitude Advisory Group’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	$611K	Buy	16,921 +2	+0%	+$66	0.23%	92
2026 Q1	$492K	Buy	16,919 +10	+0.1%	+$300	0.22%	98
2025 Q4	$482K	Sell	16,909 -1,207	-7%	-$34.1K	0.2%	83
2025 Q3	$505K	Sell	18,116 -377	-2%	-$10.1K	0.27%	80
2025 Q2	$468K	Buy	18,493 +614	+3%	+$14.5K	0.27%	77
2025 Q1	$387K	Sell	17,879 -44	-0.2%	-$1.12K	0.28%	77
2024 Q4	$463K	Buy	17,923 +271	+2%	+$7.21K	0.28%	74
2024 Q3	$455K	Buy	17,652 +544	+3%	+$13.5K	0.29%	80
2024 Q2	$406K	Buy	17,108 +366	+2%	+$8.68K	0.24%	86
2024 Q1	$412K	Buy	16,742 +1,882	+13%	+$44.1K	0.23%	95
2023 Q4	$351K	Sell	14,860 -116	-0.8%	-$2.44K	0.21%	106
2023 Q3	$310K	Sell	14,976 -2,684	-15%	-$58.9K	0.21%	108
2023 Q2	$387K	Sell	17,660 -2,788	-14%	-$58.1K	0.28%	90
2023 Q1	$429K	Sell	20,448 -3,112	-13%	-$66.9K	0.33%	75
2022 Q4	$477K	Buy	23,560 +444	+2%	+$9.1K	0.41%	66
2022 Q3	$437K	Sell	23,116 -148	-0.6%	-$3.1K	0.41%	62
2022 Q2	$454K	Buy	23,264 +396	+2%	+$8.47K	0.42%	60
2022 Q1	$542K	Buy	22,868 +2,184	+11%	+$51.6K	0.29%	57
2021 Q4	$530K	Buy	+20,684	New	+$535K	0.27%	62

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Fortitude Advisory Group's SCHA Position: Q2 2026 in Review

Fortitude Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q2 2026, buying an estimated $66 and bringing the position to 16,921 shares worth $611K. The position accounts for 0.23% of the portfolio, ranked #92.

Fortitude Advisory Group first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 597 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Fortitude Advisory Group held 16,921 shares of Schwab U.S Small- Cap ETF worth $611K as of Q2 2026.
Fortitude Advisory Group bought 2 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $66.
Schwab U.S Small- Cap ETF made up 0.23% of Fortitude Advisory Group's portfolio in Q2 2026, its #92 holding.
Fortitude Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
597 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.