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Madison Park Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Madison Park Capital 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 		$2.35M Sell
65,085
-37
-0.1% -$1.22K 1.68% 21
2026
Q1 		$1.89M Sell
65,122
-573
-0.9% -$17.2K 1.49% 21
2025
Q4 		$1.87M Sell
65,695
-293
-0.4% -$8.27K 1.52% 22
2025
Q3 		$1.84M Buy
65,988
+1,098
+2% +$29.4K 1.51% 22
2025
Q2 		$1.64M Sell
64,890
-946
-1% -$22.4K 1.38% 21
2025
Q1 		$1.54M Sell
65,836
-1,506
-2% -$38.4K 1.35% 21
2024
Q4 		$1.74M Buy
67,342
+150
+0.2% +$3.99K 1.39% 20
2024
Q3 		$1.73M Sell
67,192
-1,476
-2% -$36.6K 1.3% 22
2024
Q2 		$1.63M Buy
68,668
+3,232
+5% +$76.6K 1.36% 22
2024
Q1 		$1.61M Buy
65,436
+986
+2% +$23.1K 1.4% 22
2023
Q4 		$1.52M Buy
+64,450
New +$1.36M 1.47% 22

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Madison Park Capital Advisors's SCHA Position: Q2 2026 in Review

Madison Park Capital Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.06% in Q2 2026, selling an estimated $1.22K and leaving 65,085 shares worth $2.35M. The position accounts for 1.68% of the portfolio, ranked #21.

Madison Park Capital Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Madison Park Capital Advisors held 65,085 shares of Schwab U.S Small- Cap ETF worth $2.35M as of Q2 2026.
  • Madison Park Capital Advisors sold 37 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.22K.
  • Schwab U.S Small- Cap ETF made up 1.68% of Madison Park Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Madison Park Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.