FG
SCHA icon

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

Foster 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 		$4.05M Buy
112,096
+696
+0.6% +$23K 0.11% 59
2026
Q1 		$3.24M Buy
111,400
+4,871
+5% +$146K 0.1% 61
2025
Q4 		$3.03M Buy
106,529
+2,816
+3% +$79.5K 0.09% 64
2025
Q3 		$2.89M Buy
103,713
+4,115
+4% +$110K 0.09% 65
2025
Q2 		$2.52M Buy
99,598
+2,750
+3% +$65K 0.09% 65
2025
Q1 		$2.27M Buy
96,848
+1,089
+1% +$27.8K 0.08% 61
2024
Q4 		$2.48M Buy
95,759
+1,361
+1% +$36.2K 0.09% 59
2024
Q3 		$2.43M Sell
94,398
-1,878
-2% -$46.6K 0.09% 59
2024
Q2 		$2.28M Sell
96,276
-6,676
-6% -$158K 0.09% 58
2024
Q1 		$2.53M Buy
102,952
+25,000
+32% +$586K 0.13% 51
2023
Q4 		$1.61M Hold
77,952
– – 0.1% 53
2023
Q3 		$1.61M Sell
77,952
-4,870
-6% -$107K 0.1% 53
2023
Q2 		$1.81M Buy
82,822
+6,742
+9% +$141K 0.11% 50
2023
Q1 		$1.6M Buy
76,080
+3,092
+4% +$66.5K 0.1% 51
2022
Q4 		$1.48M Buy
72,988
+2,850
+4% +$58.4K 0.11% 53
2022
Q3 		$1.33M Buy
70,138
+4,208
+6% +$88K 0.11% 51
2022
Q2 		$1.28M Buy
65,930
+6,690
+11% +$143K 0.09% 56
2022
Q1 		$1.4M Buy
59,240
+11,088
+23% +$262K 0.12% 50
2021
Q4 		$1.23M Sell
48,152
-344
-0.7% -$8.9K 0.11% 49
2021
Q3 		$1.21M Buy
48,496
+3,000
+7% +$76.2K 0.12% 47
2021
Q2 		$1.19M Buy
45,496
+56
+0.1% +$1.43K 0.14% 43
2021
Q1 		$1.13M Buy
45,440
+4,748
+12% +$117K 0.17% 33
2020
Q4 		$914K Buy
+40,692
New +$810K 0.17% 35

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
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
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Foster Group's SCHA Position: Q2 2026 in Review

Foster Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.62% in Q2 2026, buying an estimated $23K and bringing the position to 112,096 shares worth $4.05M. The position accounts for 0.11% of the portfolio, ranked #59.

Foster Group first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Foster Group held 112,096 shares of Schwab U.S Small- Cap ETF worth $4.05M as of Q2 2026.
  • Foster Group bought 696 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $23K.
  • Schwab U.S Small- Cap ETF made up 0.11% of Foster Group's portfolio in Q2 2026, its #59 holding.
  • Foster Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.