Koshinski Asset Management
SCHA icon

Koshinski Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Koshinski Asset 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 		$4.62M Sell
127,769
-2,342
-2% -$77.4K 0.25% 90
2026
Q1 		$3.78M Sell
130,111
-5,040
-4% -$151K 0.24% 91
2025
Q4 		$3.85M Sell
135,151
-8,805
-6% -$249K 0.25% 89
2025
Q3 		$4.02M Sell
143,956
-13,302
-8% -$356K 0.27% 79
2025
Q2 		$3.98M Sell
157,258
-4,985
-3% -$118K 0.3% 69
2025
Q1 		$3.8M Sell
162,243
-4,142
-2% -$106K 0.32% 69
2024
Q4 		$4.3B Sell
166,385
-22,265
-12% -$592K 0.37% 54
2024
Q3 		$4.86M Sell
188,650
-3,232
-2% -$80.2K 0.42% 46
2024
Q2 		$4.51M Sell
191,882
-19,496
-9% -$462K 0.42% 48
2024
Q1 		$5.2M Buy
211,378
+40,120
+23% +$940K 0.53% 34
2023
Q4 		$4.05M Sell
171,258
-28,754
-14% -$606K 0.61% 34
2023
Q3 		$4.14M Sell
200,012
-11,168
-5% -$245K 0.48% 38
2023
Q2 		$4.62M Sell
211,180
-62,508
-23% -$1.3M 0.5% 36
2023
Q1 		$5.74M Sell
273,688
-4,494
-2% -$96.6K 0.56% 35
2022
Q4 		$5.63M Buy
278,182
+4,010
+1% +$82.2K 0.55% 36
2022
Q3 		$5.18M Buy
274,172
+1,888
+0.7% +$39.5K 0.62% 26
2022
Q2 		$5.31M Buy
272,284
+6,000
+2% +$128K 0.53% 34
2022
Q1 		$6.31M Buy
266,284
+12,256
+5% +$289K 0.52% 35
2021
Q4 		$6.5M Buy
254,028
+4,448
+2% +$115K 0.53% 35
2021
Q3 		$6.25M Buy
249,580
+59,904
+32% +$1.52M 0.54% 32
2021
Q2 		$4.94M Sell
189,676
-45,056
-19% -$1.15M 0.62% 28
2021
Q1 		$5.85M Buy
234,732
+67,720
+41% +$1.67M 0.62% 32
2020
Q4 		$3.72M Buy
+167,012
New +$3.33M 0.47% 41
2020
Q3 		– Sell
-167,200
Closed -$2.73M – 551
2020
Q2 		$2.73M Buy
167,200
+4,548
+3% +$68.1K 0.44% 53
2020
Q1 		$2.1M Buy
162,652
+1,476
+0.9% +$25.1K 0.44% 53
2019
Q4 		$3.04M Buy
161,176
+40,304
+33% +$729K 0.52% 42
2019
Q3 		$2.11M Buy
120,872
+10,220
+9% +$180K 1.46% 16
2019
Q2 		$1.98M Sell
110,652
-3,544
-3% -$62.7K 0.8% 28
2019
Q1 		$2K Sell
114,196
-9,152
-7% -$157K 0.53% 44
2018
Q4 		$1.87M Sell
123,348
-55,736
-31% -$942K 0.46% 67
2018
Q3 		$3.41M Buy
179,084
+93,024
+108% +$1.77M 0.49% 50
2018
Q2 		$1.58M Buy
86,060
+17,332
+25% +$314K 0.48% 53
2018
Q1 		$1.19M Sell
68,728
-23,092
-25% -$407K 0.37% 91
2017
Q4 		$1.6M Buy
91,820
+58,452
+175% +$1M 0.4% 72
2017
Q3 		$562K Buy
33,368
+4,704
+16% +$75.6K 0.18% 183
2017
Q2 		$458K Buy
28,664
+3,596
+14% +$56.8K 0.17% 200
2017
Q1 		$395K Buy
25,068
+3,308
+15% +$51.8K 0.15% 196
2016
Q4 		$334K Sell
21,760
-8,848
-29% -$130K 0.17% 200
2016
Q3 		$440K Sell
30,608
-100
-0.3% -$1.42K 0.22% 151
2016
Q2 		$415K Sell
30,708
-372
-1% -$4.94K 0.23% 146
2016
Q1 		$404K Sell
31,080
-2,120
-6% -$25.7K 0.26% 126
2015
Q4 		$432K Buy
33,200
+2,240
+7% +$29.9K 0.3% 105
2015
Q3 		$445K Sell
30,960
-3,960
-11% -$54.5K 0.28% 108
2015
Q2 		$502K Buy
34,920
+2,832
+9% +$41K 0.32% 96
2015
Q1 		$462K Buy
32,088
+9,440
+42% +$132K 0.3% 94
2014
Q4 		$312K Buy
+22,648
New +$301K 0.18% 160

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

Koshinski Asset Management's SCHA Position: Q2 2026 in Review

Koshinski Asset Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q2 2026, selling an estimated $77.4K and leaving 127,769 shares worth $4.62M. The position accounts for 0.25% of the portfolio, ranked #90.

Koshinski Asset Management first reported a position in SCHA in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.3B in Q4 2024. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Koshinski Asset Management held 127,769 shares of Schwab U.S Small- Cap ETF worth $4.62M as of Q2 2026.
  • Koshinski Asset Management sold 2,342 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $77.4K.
  • Schwab U.S Small- Cap ETF made up 0.25% of Koshinski Asset Management's portfolio in Q2 2026, its #90 holding.
  • Koshinski Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 46 quarters since.
  • Koshinski Asset Management's Schwab U.S Small- Cap ETF position peaked at $4.3B in Q4 2024.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.