JWA
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JFS Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

JFS Wealth Advisors’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 		$2.59M Buy
71,682
+11
+0% +$363 0.13% 99
2026
Q1 		$2.08M Sell
71,671
-1,170
-2% -$35.1K 0.12% 109
2025
Q4 		$2.07M Buy
72,841
+1,814
+3% +$51.2K 0.12% 105
2025
Q3 		$1.98M Sell
71,027
-647
-0.9% -$17.3K 0.12% 109
2025
Q2 		$1.81M Buy
71,674
+1,134
+2% +$26.8K 0.12% 107
2025
Q1 		$1.65M Sell
70,540
-2,901
-4% -$73.9K 0.11% 108
2024
Q4 		$1.9M Sell
73,441
-7,883
-10% -$210K 0.13% 92
2024
Q3 		$2.09M Buy
81,324
+4,252
+6% +$106K 0.14% 92
2024
Q2 		$1.83M Sell
77,072
-5,944
-7% -$141K 0.14% 82
2024
Q1 		$2.04M Sell
83,016
-218
-0.3% -$5.11K 0.16% 79
2023
Q4 		$1.97M Sell
83,234
-1,642
-2% -$34.6K 0.17% 78
2023
Q3 		$1.76M Sell
84,876
-1,560
-2% -$34.2K 0.17% 86
2023
Q2 		$1.89M Sell
86,436
-456
-0.5% -$9.5K 0.17% 85
2023
Q1 		$1.82M Sell
86,892
-2,534
-3% -$54.5K 0.17% 87
2022
Q4 		$1.81M Sell
89,426
-2,618
-3% -$53.6K 0.18% 86
2022
Q3 		$1.74M Buy
92,044
+616
+0.7% +$12.9K 0.19% 87
2022
Q2 		$1.78M Sell
91,428
-994
-1% -$21.2K 0.19% 76
2022
Q1 		$2.19M Sell
92,422
-5,394
-6% -$127K 0.21% 82
2021
Q4 		$2.5M Sell
97,816
-3,088
-3% -$79.9K 0.24% 77
2021
Q3 		$2.52M Sell
100,904
-8,452
-8% -$215K 0.26% 72
2021
Q2 		$2.85M Sell
109,356
-14,764
-12% -$377K 0.43% 44
2021
Q1 		$3.09M Sell
124,120
-4,144
-3% -$102K 0.63% 39
2020
Q4 		$2.85M Sell
128,264
-17,792
-12% -$354K 0.6% 39
2020
Q3 		$2.5M Sell
146,056
-7,568
-5% -$130K 0.59% 41
2020
Q2 		$2.51M Buy
153,624
+704
+0.5% +$10.5K 0.65% 36
2020
Q1 		$1.97M Sell
152,920
-1,028
-0.7% -$17.5K 0.59% 40
2019
Q4 		$2.91M Sell
153,948
-1,152
-0.7% -$20.8K 0.72% 31
2019
Q3 		$2.7M Buy
155,100
+104
+0.1% +$1.84K 0.69% 36
2019
Q2 		$2.77M Buy
154,996
+316
+0.2% +$5.59K 0.7% 33
2019
Q1 		$2.7M Buy
154,680
+3,412
+2% +$58.4K 0.71% 32
2018
Q4 		$2.29M Sell
151,268
-1,216
-0.8% -$20.5K 0.61% 41
2018
Q3 		$2.9M Sell
152,484
-45,696
-23% -$871K 0.75% 27
2018
Q2 		$3.65M Buy
198,180
+772
+0.4% +$14K 0.96% 25
2018
Q1 		$3.41M Sell
197,408
-18,716
-9% -$330K 0.9% 26
2017
Q4 		$3.77M Buy
216,124
+7,348
+4% +$126K 0.92% 28
2017
Q3 		$3.52M Buy
208,776
+8,708
+4% +$140K 0.91% 27
2017
Q2 		$3.2M Sell
200,068
-5,444
-3% -$86K 0.88% 28
2017
Q1 		$3.16M Hold
205,512
– – 0.86% 34
2016
Q4 		$3.16M Sell
205,512
-3,860
-2% -$56.8K 0.86% 34
2016
Q3 		$3.01M Buy
209,372
+9,604
+5% +$136K 0.86% 31
2016
Q2 		$2.7M Sell
199,768
-632
-0.3% -$8.39K 0.75% 32
2016
Q1 		$2.61M Sell
200,400
-356
-0.2% -$4.31K 0.77% 30
2015
Q4 		$2.61M Sell
200,756
-1,452
-0.7% -$19.4K 0.75% 32
2015
Q3 		$2.57M Buy
+202,208
New +$2.78M 1.13% 25

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

JFS Wealth Advisors's SCHA Position: Q2 2026 in Review

JFS Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.02% in Q2 2026, buying an estimated $363 and bringing the position to 71,682 shares worth $2.59M. The position accounts for 0.13% of the portfolio, ranked #99.

JFS Wealth Advisors first reported a position in SCHA in Q3 2015 and has held it in 44 quarters since. The position peaked at $3.77M in Q4 2017. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • JFS Wealth Advisors held 71,682 shares of Schwab U.S Small- Cap ETF worth $2.59M as of Q2 2026.
  • JFS Wealth Advisors bought 11 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $363.
  • Schwab U.S Small- Cap ETF made up 0.13% of JFS Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • JFS Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2015 and has held it in 44 quarters since.
  • JFS Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $3.77M in Q4 2017.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.