Jacobs Equity’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Jacobs Equity’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	$2.63M	Buy	72,854 +7,792	+12%	+$257K	1.82%	10
2026 Q1	$1.89M	Buy	65,062 +30	+0%	+$899	1.69%	15
2025 Q4	$1.85M	Buy	+65,032	New	+$1.84M	1.78%	10

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Jacobs Equity's SCHA Position: Q2 2026 in Review

Jacobs Equity increased its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q2 2026, buying an estimated $257K and bringing the position to 72,854 shares worth $2.63M. The position accounts for 1.82% of the portfolio, ranked #10.

Jacobs Equity first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,346 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Jacobs Equity held 72,854 shares of Schwab U.S Small- Cap ETF worth $2.63M as of Q2 2026.
Jacobs Equity bought 7,792 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $257K.
Schwab U.S Small- Cap ETF made up 1.82% of Jacobs Equity's portfolio in Q2 2026, its #10 holding.
Jacobs Equity first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,346 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Jacobs Equity's 13F filing for Q2 2026, filed 17 Aug 2026.