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McBroom & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McBroom & Associates’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 		$3.51M Buy
+97,078
New +$3.21M 1.76% 21

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

McBroom & Associates's SCHA Position: Q2 2026 in Review

McBroom & Associates opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 97,078 shares worth $3.51M. The stake represents 1.76% of the portfolio and ranks #21 among its holdings.

708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • McBroom & Associates held 97,078 shares of Schwab U.S Small- Cap ETF worth $3.51M as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new McBroom & Associates position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 1.76% of McBroom & Associates's portfolio in Q2 2026, its #21 holding.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on McBroom & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.