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Granite Investment Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Granite Investment Partners’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 		$436K Buy
12,067
+75
+0.6% +$2.48K 0.02% 202
2026
Q1 		$349K Sell
11,992
-177
-1% -$5.31K 0.02% 205
2025
Q4 		$347K Buy
12,169
+1
+0% +$28 0.02% 206
2025
Q3 		$339K Hold
12,168
– – 0.02% 224
2025
Q2 		$308K Buy
12,168
+1
+0% +$24 0.02% 231
2025
Q1 		$285K Buy
12,167
+4,500
+59% +$115K 0.01% 236
2024
Q4 		$198K Buy
7,667
+555
+8% +$14.8K 0.01% 244
2024
Q3 		$183K Buy
7,112
+108
+2% +$2.68K 0.01% 232
2024
Q2 		$166K Buy
7,004
+500
+8% +$11.9K 0.01% 236
2024
Q1 		$160K Hold
6,504
– – 0.01% 243
2023
Q4 		$154K Sell
6,504
-60
-0.9% -$1.26K 0.01% 246
2023
Q3 		$136K Buy
6,564
+2
+0% +$44 0.01% 249
2023
Q2 		$144K Buy
6,562
+3,520
+116% +$73.4K 0.01% 249
2023
Q1 		$63.8K Hold
3,042
– – ﹤0.01% 250
2022
Q4 		$61.6K Buy
3,042
+2
+0.1% +$41 ﹤0.01% 252
2022
Q3 		$57K Hold
3,040
– – ﹤0.01% 255
2022
Q2 		$59K Hold
3,040
– – ﹤0.01% 260
2022
Q1 		$72K Buy
3,040
+1,208
+66% +$28.5K ﹤0.01% 261
2021
Q4 		$47K Buy
1,832
+960
+110% +$24.8K ﹤0.01% 269
2021
Q3 		$22K Hold
872
– – ﹤0.01% 270
2021
Q2 		$23K Hold
872
– – ﹤0.01% 275
2021
Q1 		$22K Buy
872
+156
+22% +$3.84K ﹤0.01% 267
2020
Q4 		$16K Buy
+716
New +$14.3K ﹤0.01% 271

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Granite Investment Partners's SCHA Position: Q2 2026 in Review

Granite Investment Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.63% in Q2 2026, buying an estimated $2.48K and bringing the position to 12,067 shares worth $436K. The position accounts for 0.02% of the portfolio, ranked #202.

Granite Investment Partners first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Granite Investment Partners held 12,067 shares of Schwab U.S Small- Cap ETF worth $436K as of Q2 2026.
  • Granite Investment Partners bought 75 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.48K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Granite Investment Partners's portfolio in Q2 2026, its #202 holding.
  • Granite Investment Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Granite Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.