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 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

J2 Capital Management's SCHA Position: Q2 2026 in Review

J2 Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 11,724 shares worth $424K. The position accounts for 0.28% of the portfolio, ranked #88.

J2 Capital Management first reported a position in SCHA in Q1 2023 and has held it in 9 quarters since. 311 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

J2 Capital Management held 11,724 shares of Schwab U.S Small- Cap ETF worth $424K as of Q2 2026.
J2 Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.28% of J2 Capital Management's portfolio in Q2 2026, its #88 holding.
J2 Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 9 quarters since.
311 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on J2 Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.