J2 Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

J2 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 Q3	$383K	Hold	11,724	–	–	0.24%	97
2026 Q2	$424K	Hold	11,724	–	–	0.28%	88
2026 Q1	$341K	Hold	11,724	–	–	0.23%	99
2025 Q4	$334K	Hold	11,724	–	–	0.24%	99
2025 Q3	$327K	Hold	11,724	–	–	0.25%	101
2025 Q2	$297K	Hold	11,724	–	–	0.24%	98
2025 Q1	$275K	Hold	11,724	–	–	0.25%	82
2024 Q4	$303K	Buy	+11,724	New	+$312K	0.28%	86
2023 Q3	–	Sell	-9,600	Closed	-$210K	–	103
2023 Q2	$210K	Hold	9,600	–	–	0.25%	95
2023 Q1	$201K	Buy	+9,600	New	+$206K	0.31%	88

Other funds holding SCHA

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.7B AUM 13.58% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Golden Reserve Retirement Dublin, Ohio $686M AUM 18.14% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

J2 Capital Management's SCHA Position: Q3 2026 in Review

J2 Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2026 at 11,724 shares worth $383K. The position accounts for 0.24% of the portfolio, ranked #97.

J2 Capital Management first reported a position in SCHA in Q1 2023 and has held it in 10 quarters since. The position peaked at $424K in Q2 2026. 935 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

J2 Capital Management held 11,724 shares of Schwab U.S Small- Cap ETF worth $383K as of Q3 2026.
J2 Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2026.
Schwab U.S Small- Cap ETF made up 0.24% of J2 Capital Management's portfolio in Q3 2026, its #97 holding.
J2 Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 10 quarters since.
J2 Capital Management's Schwab U.S Small- Cap ETF position peaked at $424K in Q2 2026.
935 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on J2 Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.