Gradient Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.44M | Sell |
39,787
-4,694
| -11% | -$155K | 0.33% | 62 |
|
|
2026
Q1 | $1.29M | Sell |
44,481
-1,061
| -2% | -$31.8K | 0.34% | 62 |
|
|
2025
Q4 | $1.3M | Buy |
45,542
+2,277
| +5% | +$64.3K | 0.33% | 60 |
|
|
2025
Q3 | $1.21M | Sell |
43,265
-237
| -0.5% | -$6.34K | 0.32% | 60 |
|
|
2025
Q2 | $1.1M | Buy |
43,502
+3,389
| +8% | +$80.1K | 0.33% | 60 |
|
|
2025
Q1 | $940K | Buy |
40,113
+43
| +0.1% | +$1.1K | 0.31% | 61 |
|
|
2024
Q4 | $1.04M | Sell |
40,070
-2,956
| -7% | -$78.7K | 0.33% | 58 |
|
|
2024
Q3 | $1.11M | Sell |
43,026
-1,742
| -4% | -$43.3K | 0.37% | 58 |
|
|
2024
Q2 | $1.06M | Sell |
44,768
-234
| -0.5% | -$5.55K | 0.38% | 56 |
|
|
2024
Q1 | $1.11M | Sell |
45,002
-798
| -2% | -$18.7K | 0.41% | 55 |
|
|
2023
Q4 | $1.08M | Buy |
45,800
+678
| +2% | +$14.3K | 0.41% | 53 |
|
|
2023
Q3 | $934K | Sell |
45,122
-1,668
| -4% | -$36.6K | 0.39% | 55 |
|
|
2023
Q2 | $1.02M | Buy |
46,790
+210
| +0.5% | +$4.38K | 0.41% | 53 |
|
|
2023
Q1 | $977K | Sell |
46,580
-2,140
| -4% | -$46K | 0.42% | 52 |
|
|
2022
Q4 | $987K | Buy |
48,720
+3,056
| +7% | +$62.6K | 0.45% | 52 |
|
|
2022
Q3 | $863K | Sell |
45,664
-10
| -0% | -$209 | 0.41% | 57 |
|
|
2022
Q2 | $890K | Buy |
45,674
+6,388
| +16% | +$137K | 0.43% | 53 |
|
|
2022
Q1 | $930K | Buy |
39,286
+5,610
| +17% | +$132K | 0.39% | 56 |
|
|
2021
Q4 | $862K | Buy |
33,676
+908
| +3% | +$23.5K | 0.36% | 61 |
|
|
2021
Q3 | $820K | Buy |
32,768
+812
| +3% | +$20.6K | 0.38% | 58 |
|
|
2021
Q2 | $832K | Sell |
31,956
-6,856
| -18% | -$175K | 0.39% | 54 |
|
|
2021
Q1 | $967K | Sell |
38,812
-10,176
| -21% | -$250K | 0.51% | 42 |
|
|
2020
Q4 | $1.09M | Sell |
48,988
-17,256
| -26% | -$344K | 0.62% | 39 |
|
|
2020
Q3 | $1.13M | Sell |
66,244
-14,916
| -18% | -$257K | 0.71% | 37 |
|
|
2020
Q2 | $1.33M | Sell |
81,160
-18,028
| -18% | -$270K | 0.9% | 31 |
|
|
2020
Q1 | $1.28M | Buy |
99,188
+10,312
| +12% | +$175K | 1.03% | 27 |
|
|
2019
Q4 | $1.68M | Sell |
88,876
-8,352
| -9% | -$151K | 1.17% | 25 |
|
|
2019
Q3 | $1.7M | Sell |
97,228
-4,064
| -4% | -$71.8K | 1.27% | 23 |
|
|
2019
Q2 | $1.81M | Sell |
101,292
-8,916
| -8% | -$158K | 1.39% | 21 |
|
|
2019
Q1 | $1.93M | Sell |
110,208
-15,028
| -12% | -$257K | 1.54% | 19 |
|
|
2018
Q4 | $1.9M | Buy |
125,236
+92,640
| +284% | +$1.57M | 1.64% | 18 |
|
|
2018
Q3 | $621K | Sell |
32,596
-1,588
| -5% | -$30.3K | 0.52% | 39 |
|
|
2018
Q2 | $629K | Buy |
34,184
+1,388
| +4% | +$25.1K | 0.58% | 39 |
|
|
2018
Q1 | $567K | Sell |
32,796
-2,720
| -8% | -$47.9K | 0.57% | 36 |
|
|
2017
Q4 | $619K | Buy |
+35,516
| New | +$608K | 0.63% | 35 |
|
Other funds holding SCHA
AA
Gradient Capital Advisors's SCHA Position: Q2 2026 in Review
Gradient Capital Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, selling an estimated $155K and leaving 39,787 shares worth $1.44M. The position accounts for 0.33% of the portfolio, ranked #62.
Gradient Capital Advisors first reported a position in SCHA in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.93M in Q1 2019. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Gradient Capital Advisors held 39,787 shares of Schwab U.S Small- Cap ETF worth $1.44M as of Q2 2026.
- Gradient Capital Advisors sold 4,694 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $155K.
- Schwab U.S Small- Cap ETF made up 0.33% of Gradient Capital Advisors's portfolio in Q2 2026, its #62 holding.
- Gradient Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 35 quarters since.
- Gradient Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $1.93M in Q1 2019.
- 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.