McDonald Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McDonald Partners’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	$33.1K	Buy	+916	New	+$30.3K	0.01%	357

Other funds holding SCHA

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

McDonald Partners's SCHA Position: Q2 2026 in Review

McDonald Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 916 shares worth $33.1K. The stake represents 0.01% of the portfolio and ranks #357 among its holdings.

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

McDonald Partners held 916 shares of Schwab U.S Small- Cap ETF worth $33.1K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new McDonald Partners position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of McDonald Partners's portfolio in Q2 2026, its #357 holding.
593 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.