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

Impact Capital 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 		$452K Buy
12,505
+36
+0.3% +$1.19K 0.12% 158
2026
Q1 		$363K Buy
12,469
+17
+0.1% +$510 0.11% 181
2025
Q4 		$355K Buy
12,452
+55
+0.4% +$1.55K 0.11% 193
2025
Q3 		$346K Buy
+12,397
New +$331K 0.1% 187

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Impact Capital Partners's SCHA Position: Q2 2026 in Review

Impact Capital Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.29% in Q2 2026, buying an estimated $1.19K and bringing the position to 12,505 shares worth $452K. The position accounts for 0.12% of the portfolio, ranked #158.

Impact Capital Partners first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Impact Capital Partners held 12,505 shares of Schwab U.S Small- Cap ETF worth $452K as of Q2 2026.
  • Impact Capital Partners bought 36 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.19K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Impact Capital Partners's portfolio in Q2 2026, its #158 holding.
  • Impact Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • 394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.