FPC Investment Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

FPC Investment Advisory’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	$264K	Sell	7,761 -1,992	-20%	-$65.8K	0.12%	29
2026 Q1	$314K	Sell	9,753 -108	-1%	-$3.24K	0.16%	25
2025 Q4	$281K	Buy	9,861 +215	+2%	+$6.07K	0.15%	26
2025 Q3	$269K	Hold	9,646	–	–	0.16%	23
2025 Q2	$252K	Buy	9,646 +258	+3%	+$6.1K	0.16%	23
2025 Q1	$219K	Buy	9,388 +8,890	+1,785%	+$227K	0.15%	23
2024 Q4	$13.3K	Buy	+498	New	+$13.3K	0.01%	138

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

FPC Investment Advisory's SCHA Position: Q2 2026 in Review

FPC Investment Advisory reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 20% in Q2 2026, selling an estimated $65.8K and leaving 7,761 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #29.

FPC Investment Advisory first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $314K in Q1 2026. 1,351 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

FPC Investment Advisory held 7,761 shares of Schwab U.S Small- Cap ETF worth $264K as of Q2 2026.
FPC Investment Advisory sold 1,992 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $65.8K.
Schwab U.S Small- Cap ETF made up 0.12% of FPC Investment Advisory's portfolio in Q2 2026, its #29 holding.
FPC Investment Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
FPC Investment Advisory's Schwab U.S Small- Cap ETF position peaked at $314K in Q1 2026.
1,351 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on FPC Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.