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May Barnhard Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

May Barnhard Investments’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 		$5.25M Sell
145,289
-6,289
-4% -$208K 2.12% 18
2026
Q1 		$4.41M Sell
151,578
-1,450
-0.9% -$43.5K 2.14% 19
2025
Q4 		$4.36M Sell
153,028
-2,719
-2% -$76.8K 2.06% 21
2025
Q3 		$4.35M Sell
155,747
-40,670
-21% -$1.09M 2.01% 22
2025
Q2 		$4.97M Sell
196,417
-12,469
-6% -$295K 2.32% 18
2025
Q1 		$4.89M Sell
208,886
-24,737
-11% -$631K 2.44% 15
2024
Q4 		$6.04M Sell
233,623
-8,931
-4% -$238K 2.87% 10
2024
Q3 		$6.25M Buy
242,554
+25,572
+12% +$635K 3.05% 9
2024
Q2 		$5.15M Buy
216,982
+2,462
+1% +$58.4K 2.66% 13
2024
Q1 		$5.28M Buy
214,520
+21,522
+11% +$504K 2.64% 14
2023
Q4 		$4.56M Buy
+192,998
New +$4.07M 2.34% 14

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

May Barnhard Investments's SCHA Position: Q2 2026 in Review

May Barnhard Investments reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.1% in Q2 2026, selling an estimated $208K and leaving 145,289 shares worth $5.25M. The position accounts for 2.12% of the portfolio, ranked #18.

May Barnhard Investments first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.25M in Q3 2024. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • May Barnhard Investments held 145,289 shares of Schwab U.S Small- Cap ETF worth $5.25M as of Q2 2026.
  • May Barnhard Investments sold 6,289 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $208K.
  • Schwab U.S Small- Cap ETF made up 2.12% of May Barnhard Investments's portfolio in Q2 2026, its #18 holding.
  • May Barnhard Investments first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • May Barnhard Investments's Schwab U.S Small- Cap ETF position peaked at $6.25M in Q3 2024.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.