Jamison Private Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Jamison Private Wealth 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	$309K	Buy	8,557 +18	+0.2%	+$595	0.03%	196
2026 Q1	$248K	Sell	8,539 -445	-5%	-$13.3K	0.03%	195
2025 Q4	$256K	Buy	8,984 +28	+0.3%	+$791	0.03%	187
2025 Q3	$250K	Sell	8,956 -287	-3%	-$7.67K	0.03%	189
2025 Q2	$234K	Buy	9,243 +9	+0.1%	+$213	0.03%	182
2025 Q1	$216K	Sell	9,234 -363	-4%	-$9.25K	0.03%	188
2024 Q4	$248K	Buy	9,597 +463	+5%	+$12.3K	0.04%	188
2024 Q3	$235K	Buy	9,134 +20	+0.2%	+$497	0.04%	178
2024 Q2	$216K	Sell	9,114 -854	-9%	-$20.2K	0.04%	168
2024 Q1	$245K	Buy	9,968 +5,858	+143%	+$137K	0.04%	163
2023 Q4	$97.1K	Buy	4,110 +162	+4%	+$3.41K	0.02%	204
2023 Q3	$81.8K	Buy	+3,948	New	+$86.6K	0.02%	209

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

Jamison Private Wealth Management's SCHA Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.21% in Q2 2026, buying an estimated $595 and bringing the position to 8,557 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #196.

Jamison Private Wealth Management first reported a position in SCHA in Q3 2023 and has held it in 12 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Jamison Private Wealth Management held 8,557 shares of Schwab U.S Small- Cap ETF worth $309K as of Q2 2026.
Jamison Private Wealth Management bought 18 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $595.
Schwab U.S Small- Cap ETF made up 0.03% of Jamison Private Wealth Management's portfolio in Q2 2026, its #196 holding.
Jamison Private Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 12 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.