JGCM
SCHA icon

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

Joseph Group 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 		$1.44M Sell
39,824
-710
-2% -$23.5K 0.3% 50
2026
Q1 		$1.18M Sell
40,534
-3,091
-7% -$92.7K 0.29% 48
2025
Q4 		$1.24M Sell
43,625
-1,715
-4% -$48.4K 0.33% 49
2025
Q3 		$1.26M Buy
45,340
+8
+0% +$214 0.36% 49
2025
Q2 		$1.15M Sell
45,332
-501
-1% -$11.8K 0.39% 46
2025
Q1 		$1.07M Sell
45,833
-2,728
-6% -$69.5K 0.41% 45
2024
Q4 		$1.26M Sell
48,561
-5,061
-9% -$135K 0.49% 44
2024
Q3 		$1.38M Sell
53,622
-778
-1% -$19.3K 0.53% 43
2024
Q2 		$1.29M Sell
54,400
-1,720
-3% -$40.8K 0.67% 42
2024
Q1 		$1.38M Sell
56,120
-3,612
-6% -$84.6K 0.69% 42
2023
Q4 		$1.41M Sell
59,732
-1,924
-3% -$40.6K 0.82% 37
2023
Q3 		$1.28M Buy
61,656
+2,702
+5% +$59.3K 0.92% 30
2023
Q2 		$1.29M Sell
58,954
-5,610
-9% -$117K 1.09% 30
2023
Q1 		$1.35M Sell
64,564
-3,304
-5% -$71K 1.19% 24
2022
Q4 		$1.38M Sell
67,868
-1,900
-3% -$38.9K 1.31% 24
2022
Q3 		$1.32M Sell
69,768
-2,364
-3% -$49.4K 1.44% 23
2022
Q2 		$1.41M Sell
72,132
-7,720
-10% -$165K 1.41% 15
2022
Q1 		$1.89M Sell
79,852
-2,084
-3% -$49.2K 1.91% 10
2021
Q4 		$2.1M Buy
+81,936
New +$2.12M 2.02% 9

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Joseph Group Capital Management's SCHA Position: Q2 2026 in Review

Joseph Group Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q2 2026, selling an estimated $23.5K and leaving 39,824 shares worth $1.44M. The position accounts for 0.3% of the portfolio, ranked #50.

Joseph Group Capital Management first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.1M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Joseph Group Capital Management held 39,824 shares of Schwab U.S Small- Cap ETF worth $1.44M as of Q2 2026.
  • Joseph Group Capital Management sold 710 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $23.5K.
  • Schwab U.S Small- Cap ETF made up 0.3% of Joseph Group Capital Management's portfolio in Q2 2026, its #50 holding.
  • Joseph Group Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Joseph Group Capital Management's Schwab U.S Small- Cap ETF position peaked at $2.1M in Q4 2021.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.