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Grimes & Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Grimes & Company’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 		$1.9M Buy
52,508
+1,028
+2% +$34K 0.04% 202
2026
Q1 		$1.5M Sell
51,480
-542
-1% -$16.2K 0.04% 204
2025
Q4 		$1.48M Buy
52,022
+172
+0.3% +$4.86K 0.04% 215
2025
Q3 		$1.45M Sell
51,850
-1,320
-2% -$35.3K 0.04% 204
2025
Q2 		$1.35M Sell
53,170
-14,091
-21% -$333K 0.04% 190
2025
Q1 		$1.58M Sell
67,261
-3,335
-5% -$85K 0.05% 156
2024
Q4 		$1.83M Buy
70,596
+120
+0.2% +$3.19K 0.05% 159
2024
Q3 		$1.81M Buy
70,476
+14,992
+27% +$372K 0.05% 153
2024
Q2 		$1.32M Buy
55,484
+1,750
+3% +$41.5K 0.04% 158
2024
Q1 		$1.32M Buy
53,734
+6,390
+13% +$150K 0.04% 161
2023
Q4 		$1.12M Buy
47,344
+4,114
+10% +$86.7K 0.04% 164
2023
Q3 		$895K Sell
43,230
-10
-0% -$219 0.03% 165
2023
Q2 		$947K Sell
43,240
-7,862
-15% -$164K 0.03% 160
2023
Q1 		$1.07M Sell
51,102
-2,114
-4% -$45.4K 0.04% 149
2022
Q4 		$1.08M Buy
53,216
+4,494
+9% +$92.1K 0.05% 155
2022
Q3 		$921K Buy
48,722
+3,708
+8% +$77.6K 0.05% 146
2022
Q2 		$878K Sell
45,014
-136,552
-75% -$2.92M 0.04% 157
2022
Q1 		$4.3M Sell
181,566
-112,394
-38% -$2.65M 0.22% 93
2021
Q4 		$7.53M Buy
293,960
+2,588
+0.9% +$67K 0.34% 69
2021
Q3 		$7.29M Buy
291,372
+1,572
+0.5% +$39.9K 0.32% 70
2021
Q2 		$7.55M Buy
289,800
+9,320
+3% +$238K 0.33% 70
2021
Q1 		$6.99M Sell
280,480
-2,332
-0.8% -$57.4K 0.34% 74
2020
Q4 		$6.29M Buy
282,812
+12,460
+5% +$248K 0.33% 74
2020
Q3 		$4.62M Sell
270,352
-67,604
-20% -$1.16M 0.3% 78
2020
Q2 		$5.52M Buy
337,956
+310,076
+1,112% +$4.64M 0.38% 71
2020
Q1 		$359K Sell
27,880
-293,304
-91% -$4.98M 0.03% 185
2019
Q4 		$6.07M Buy
321,184
+161,072
+101% +$2.91M 0.4% 68
2019
Q3 		$2.79M Buy
160,112
+17,836
+13% +$315K 0.2% 88
2019
Q2 		$2.54M Sell
142,276
-100,024
-41% -$1.77M 0.19% 90
2019
Q1 		$4.24M Buy
242,300
+204,512
+541% +$3.5M 0.33% 73
2018
Q4 		$573K Sell
37,788
-102,332
-73% -$1.73M 0.06% 138
2018
Q3 		$2.67M Buy
140,120
+1,504
+1% +$28.7K 0.21% 85
2018
Q2 		$2.55M Buy
138,616
+32,908
+31% +$595K 0.23% 87
2018
Q1 		$1.83M Buy
105,708
+1,152
+1% +$20.3K 0.18% 93
2017
Q4 		$1.82M Buy
104,556
+3,196
+3% +$54.7K 0.18% 93
2017
Q3 		$1.71M Buy
101,360
+96
+0.1% +$1.54K 0.18% 89
2017
Q2 		$1.62M Sell
101,264
-928
-0.9% -$14.7K 0.18% 91
2017
Q1 		$1.61M Buy
102,192
+1,152
+1% +$18K 0.18% 90
2016
Q4 		$1.55M Buy
101,040
+828
+0.8% +$12.2K 0.18% 93
2016
Q3 		$1.44M Buy
100,212
+3,812
+4% +$54.1K 0.19% 94
2016
Q2 		$1.3M Buy
+96,400
New +$1.28M 0.17% 97

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

Grimes & Company's SCHA Position: Q2 2026 in Review

Grimes & Company increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q2 2026, buying an estimated $34K and bringing the position to 52,508 shares worth $1.9M. The position accounts for 0.04% of the portfolio, ranked #202.

Grimes & Company first reported a position in SCHA in Q2 2016 and has held it in 41 quarters since. The position peaked at $7.55M in Q2 2021. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Grimes & Company held 52,508 shares of Schwab U.S Small- Cap ETF worth $1.9M as of Q2 2026.
  • Grimes & Company bought 1,028 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $34K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Grimes & Company's portfolio in Q2 2026, its #202 holding.
  • Grimes & Company first reported a position in Schwab U.S Small- Cap ETF in Q2 2016 and has held it in 41 quarters since.
  • Grimes & Company's Schwab U.S Small- Cap ETF position peaked at $7.55M in Q2 2021.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.