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Kaizen Financial Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kaizen Financial Strategies’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 		$541K Buy
15,180
+1,043
+7% +$34.5K 0.18% 86
2026
Q1 		$447K Buy
14,137
+20
+0.1% +$600 0.19% 93
2025
Q4 		$402K Buy
14,117
+3,058
+28% +$86.4K 0.18% 100
2025
Q3 		$304K Buy
11,059
+329
+3% +$8.8K 0.14% 117
2025
Q2 		$271K Sell
10,730
-6,874
-39% -$163K 0.14% 120
2025
Q1 		$412K Buy
17,604
+3,642
+26% +$92.8K 0.24% 80
2024
Q4 		$361K Buy
13,962
+398
+3% +$10.6K 0.2% 87
2024
Q3 		$349K Buy
13,564
+434
+3% +$10.8K 0.2% 88
2024
Q2 		$335K Sell
13,130
-358
-3% -$8.49K 0.21% 82
2024
Q1 		$332K Buy
13,488
+30
+0.2% +$703 0.23% 79
2023
Q4 		$318K Sell
13,458
-1,952
-13% -$41.1K 0.24% 74
2023
Q3 		$319K Sell
15,410
-42,610
-73% -$935K 0.27% 59
2023
Q2 		$1.31M Buy
58,020
+7,976
+16% +$166K 1.12% 19
2023
Q1 		$1.05M Buy
50,044
+29,424
+143% +$632K 1.03% 22
2022
Q4 		$448K Sell
20,620
-2,656
-11% -$54.4K 0.44% 50
2022
Q3 		$440K Sell
23,276
-6,326
-21% -$132K 0.45% 55
2022
Q2 		$577K Sell
29,602
-16,340
-36% -$349K 0.57% 47
2022
Q1 		$1.09M Sell
45,942
-67,546
-60% -$1.59M 0.85% 32
2021
Q4 		$2.9M Buy
113,488
+6,120
+6% +$158K 2.18% 8
2021
Q3 		$2.69M Buy
+107,368
New +$2.73M 2.17% 7
2021
Q1 		$1.57M Buy
+63,156
New +$1.55M 1.5% 14

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

Kaizen Financial Strategies's SCHA Position: Q2 2026 in Review

Kaizen Financial Strategies increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.4% in Q2 2026, buying an estimated $34.5K and bringing the position to 15,180 shares worth $541K. The position accounts for 0.18% of the portfolio, ranked #86.

Kaizen Financial Strategies first reported a position in SCHA in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.9M in Q4 2021. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Kaizen Financial Strategies held 15,180 shares of Schwab U.S Small- Cap ETF worth $541K as of Q2 2026.
  • Kaizen Financial Strategies bought 1,043 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $34.5K.
  • Schwab U.S Small- Cap ETF made up 0.18% of Kaizen Financial Strategies's portfolio in Q2 2026, its #86 holding.
  • Kaizen Financial Strategies first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 21 quarters since.
  • Kaizen Financial Strategies's Schwab U.S Small- Cap ETF position peaked at $2.9M in Q4 2021.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.