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

Kathmere 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 		$465K Buy
12,868
+1,009
+9% +$33.3K 0.02% 414
2026
Q1 		$345K Buy
11,859
+41
+0.3% +$1.23K 0.02% 438
2025
Q4 		$337K Buy
11,818
+79
+0.7% +$2.23K 0.02% 398
2025
Q3 		$328K Sell
11,739
-16
-0.1% -$428 0.02% 373
2025
Q2 		$297K Buy
11,755
+906
+8% +$21.4K 0.02% 370
2025
Q1 		$254K Buy
10,849
+592
+6% +$15.1K 0.02% 364
2024
Q4 		$265K Buy
10,257
+33
+0.3% +$878 0.02% 334
2024
Q3 		$263K Buy
10,224
+10
+0.1% +$248 0.02% 311
2024
Q2 		$242K Buy
10,214
+104
+1% +$2.46K 0.03% 302
2024
Q1 		$249K Buy
10,110
+8
+0.1% +$187 0.03% 266
2023
Q4 		$239K Buy
10,102
+72
+0.7% +$1.52K 0.03% 244
2023
Q3 		$208K Buy
10,030
+84
+0.8% +$1.84K 0.03% 244
2023
Q2 		$218K Sell
9,946
-16
-0.2% -$333 0.03% 213
2023
Q1 		$209K Buy
+9,962
New +$214K 0.03% 200
2021
Q1 		– Sell
-11,308
Closed -$252K – 346
2020
Q4 		$252K Sell
11,308
-2,456
-18% -$48.9K 0.05% 105
2020
Q3 		$235K Hold
13,764
– – 0.06% 96
2020
Q2 		$225K Buy
+13,764
New +$206K 0.07% 99

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

Kathmere Capital Management's SCHA Position: Q2 2026 in Review

Kathmere Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.5% in Q2 2026, buying an estimated $33.3K and bringing the position to 12,868 shares worth $465K. The position accounts for 0.02% of the portfolio, ranked #414.

Kathmere Capital Management first reported a position in SCHA in Q2 2020 and has held it in 17 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Kathmere Capital Management held 12,868 shares of Schwab U.S Small- Cap ETF worth $465K as of Q2 2026.
  • Kathmere Capital Management bought 1,009 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $33.3K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Kathmere Capital Management's portfolio in Q2 2026, its #414 holding.
  • Kathmere Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 17 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.