JF
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Joule Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Joule Financial’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 		$28.1M Sell
776,769
-19,932
-3% -$659K 7.61% 5
2026
Q1 		$23.2M Sell
796,701
-5,906
-0.7% -$177K 6.75% 6
2025
Q4 		$22.9M Sell
802,607
-24,833
-3% -$701K 6.85% 5
2025
Q3 		$23.1M Buy
827,440
+12,538
+2% +$335K 6.92% 5
2025
Q2 		$20.6M Buy
814,902
+155,283
+24% +$3.67M 6.69% 4
2025
Q1 		$15.5M Sell
659,619
-7,813
-1% -$199K 5.42% 6
2024
Q4 		$17.3M Buy
667,432
+50,364
+8% +$1.34M 6.1% 5
2024
Q3 		$15.9M Buy
617,068
+5,340
+0.9% +$133K 5.78% 5
2024
Q2 		$14.6M Buy
611,728
+16,508
+3% +$391K 5.92% 5
2024
Q1 		$14.7M Buy
595,220
+70,766
+13% +$1.66M 6.04% 5
2023
Q4 		$12.4M Buy
524,454
+27,434
+6% +$578K 5.75% 5
2023
Q3 		$10.3M Buy
497,020
+41,136
+9% +$903K 5.26% 5
2023
Q2 		$9.98M Buy
455,884
+35,742
+9% +$745K 5.14% 5
2023
Q1 		$8.81M Buy
420,142
+109,566
+35% +$2.35M 4.73% 6
2022
Q4 		$6.29M Buy
310,576
+33,444
+12% +$685K 4.17% 9
2022
Q3 		$5.24M Buy
277,132
+25,512
+10% +$534K 3.93% 9
2022
Q2 		$4.91M Buy
+251,620
New +$5.38M 3.83% 11

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

Joule Financial's SCHA Position: Q2 2026 in Review

Joule Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q2 2026, selling an estimated $659K and leaving 776,769 shares worth $28.1M. The position accounts for 7.61% of the portfolio, ranked #5.

Joule Financial first reported a position in SCHA in Q2 2022 and has held it in 17 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Joule Financial held 776,769 shares of Schwab U.S Small- Cap ETF worth $28.1M as of Q2 2026.
  • Joule Financial sold 19,932 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $659K.
  • Schwab U.S Small- Cap ETF made up 7.61% of Joule Financial's portfolio in Q2 2026, its #5 holding.
  • Joule Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 17 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.