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

Gables Capital Management’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	$84K	Hold	2,324	–	–	0.03%	214
2026 Q1	$67.6K	Hold	2,324	–	–	0.03%	203
2025 Q4	$66.2K	Hold	2,324	–	–	0.03%	198
2025 Q3	$64.8K	Hold	2,324	–	–	0.03%	192
2025 Q2	$58.8K	Hold	2,324	–	–	0.03%	197
2025 Q1	$54.5K	Hold	2,324	–	–	0.03%	208
2024 Q4	$60.1K	Hold	2,324	–	–	0.03%	200
2024 Q3	$29.9K	Buy	+2,324	New	+$57.7K	0.02%	252
2024 Q2	–	Sell	-1,900	Closed	-$46.8K	–	407
2024 Q1	$46.8K	Hold	1,900	–	–	0.03%	206
2023 Q4	$44.9K	Hold	1,900	–	–	0.03%	202
2023 Q3	$39.3K	Hold	1,900	–	–	0.03%	200
2023 Q2	$41.6K	Sell	1,900 -1,128	-37%	-$23.5K	0.03%	206
2023 Q1	$63.5K	Hold	3,028	–	–	0.04%	170
2022 Q4	$61.3K	Hold	3,028	–	–	0.04%	181
2022 Q3	$57K	Hold	3,028	–	–	0.05%	179
2022 Q2	$59K	Hold	3,028	–	–	0.04%	187
2022 Q1	$72K	Hold	3,028	–	–	0.05%	186
2021 Q4	$78K	Hold	3,028	–	–	0.05%	175
2021 Q3	$76K	Hold	3,028	–	–	0.05%	176
2021 Q2	$79K	Hold	3,028	–	–	0.05%	170
2021 Q1	$75K	Hold	3,028	–	–	0.04%	181
2020 Q4	$67K	Hold	3,028	–	–	0.04%	181
2020 Q3	$52K	Hold	3,028	–	–	0.03%	190
2020 Q2	$49K	Buy	+3,028	New	+$45.3K	0.03%	192

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

Gables Capital Management's SCHA Position: Q2 2026 in Review

Gables Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 2,324 shares worth $84K. The position accounts for 0.03% of the portfolio, ranked #214.

Gables Capital Management first reported a position in SCHA in Q2 2020 and has held it in 24 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Gables Capital Management held 2,324 shares of Schwab U.S Small- Cap ETF worth $84K as of Q2 2026.
Gables Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Gables Capital Management's portfolio in Q2 2026, its #214 holding.
Gables Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 24 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Gables Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.