KCM Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

KCM Investment 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	$441K	Buy	+12,202	New	+$403K	0.01%	296
2022 Q4	–	Sell	-13,954	Closed	-$264K	–	395
2022 Q3	$264K	Buy	+13,954	New	+$292K	0.01%	330
2021 Q3	–	Sell	-9,064	Closed	-$236K	–	398
2021 Q2	$236K	Buy	+9,064	New	+$232K	0.01%	358
2015 Q4	–	Sell	-78,268	Closed	-$994K	–	527
2015 Q3	$994K	Sell	78,268 -8	-0%	-$110	0.08%	237
2015 Q2	$1.13M	Buy	78,276 +1,960	+3%	+$28.4K	0.09%	231
2015 Q1	$1.1M	Buy	76,316 +228	+0.3%	+$3.19K	0.09%	236
2014 Q4	$1.05M	Buy	76,088 +248	+0.3%	+$3.29K	0.09%	239
2014 Q3	$975K	Buy	+75,840	New	+$1.01M	0.09%	236

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

KCM Investment Advisors's SCHA Position: Q2 2026 in Review

KCM Investment Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 12,202 shares worth $441K. The stake represents 0.01% of the portfolio and ranks #296 among its holdings. This is a return to the name: KCM Investment Advisors previously reported a position in SCHA as recently as Q3 2022.

KCM Investment Advisors first reported a position in SCHA in Q3 2014 and has held it in 8 quarters since. The position peaked at $1.13M in Q2 2015. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

KCM Investment Advisors held 12,202 shares of Schwab U.S Small- Cap ETF worth $441K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new KCM Investment Advisors position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of KCM Investment Advisors's portfolio in Q2 2026, its #296 holding.
KCM Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2014 and has held it in 8 quarters since.
KCM Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $1.13M in Q2 2015.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.