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

Fusion 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
2026
Q2 		$312K Buy
8,640
+20
+0.2% +$661 0.07% 84
2026
Q1 		$251K Buy
8,620
+9
+0.1% +$270 0.07% 86
2025
Q4 		$245K Buy
8,611
+30
+0.3% +$847 0.07% 85
2025
Q3 		$241K Sell
8,581
-124
-1% -$3.32K 0.07% 90
2025
Q2 		$220K Sell
8,705
-357
-4% -$8.44K 0.08% 87
2025
Q1 		$212K Buy
9,062
+506
+6% +$12.9K 0.08% 76
2024
Q4 		$221K Buy
8,556
+30
+0.4% +$798 0.09% 80
2024
Q3 		$220K Sell
8,526
-130
-2% -$3.23K 0.09% 73
2024
Q2 		$205K Buy
8,656
+210
+2% +$4.98K 0.09% 73
2024
Q1 		$208K Sell
8,446
-2,574
-23% -$60.3K 0.1% 72
2023
Q4 		$260K Sell
11,020
-122
-1% -$2.57K 0.13% 64
2023
Q3 		$231K Sell
11,142
-246
-2% -$5.4K 0.13% 66
2023
Q2 		$249K Sell
11,388
-612
-5% -$12.8K 0.14% 68
2023
Q1 		$252K Sell
12,000
-1,480
-11% -$31.8K 0.14% 64
2022
Q4 		$273K Buy
13,480
+1,174
+10% +$24.1K 0.16% 61
2022
Q3 		$233K Sell
12,306
-1,678
-12% -$35.1K 0.15% 61
2022
Q2 		$273K Sell
13,984
-46
-0.3% -$983 0.17% 61
2022
Q1 		$332K Sell
14,030
-362
-3% -$8.54K 0.17% 61
2021
Q4 		$368K Buy
14,392
+56
+0.4% +$1.45K 0.19% 60
2021
Q3 		$359K Buy
14,336
+28
+0.2% +$711 0.21% 55
2021
Q2 		$373K Sell
14,308
-604
-4% -$15.4K 0.22% 52
2021
Q1 		$372K Sell
14,912
-396
-3% -$9.74K 0.24% 49
2020
Q4 		$341K Sell
15,308
-3,920
-20% -$78K 0.25% 46
2020
Q3 		$328K Sell
19,228
-3,312
-15% -$57K 0.29% 44
2020
Q2 		$368K Sell
22,540
-2,304
-9% -$34.5K 0.35% 37
2020
Q1 		$320K Sell
24,844
-9,616
-28% -$163K 0.38% 35
2019
Q4 		$652K Buy
+34,460
New +$624K 0.59% 33

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Fusion Capital's SCHA Position: Q2 2026 in Review

Fusion Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.23% in Q2 2026, buying an estimated $661 and bringing the position to 8,640 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #84.

Fusion Capital first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $652K in Q4 2019. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Fusion Capital held 8,640 shares of Schwab U.S Small- Cap ETF worth $312K as of Q2 2026.
  • Fusion Capital bought 20 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $661.
  • Schwab U.S Small- Cap ETF made up 0.07% of Fusion Capital's portfolio in Q2 2026, its #84 holding.
  • Fusion Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Fusion Capital's Schwab U.S Small- Cap ETF position peaked at $652K in Q4 2019.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Fusion Capital's 13F filing for Q2 2026, filed 5 Aug 2026.