ODIJL
SCHA icon

One Day In July LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

One Day In July LLC’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 		$574K Hold
15,899
– – 0.04% 104
2026
Q1 		$462K Hold
15,899
– – 0.04% 103
2025
Q4 		$453K Sell
15,899
-553
-3% -$15.6K 0.04% 102
2025
Q3 		$459K Sell
16,452
-1,426
-8% -$38.1K 0.04% 96
2025
Q2 		$452K Buy
+17,878
New +$423K 0.04% 94

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
MAG
Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

One Day In July LLC's SCHA Position: Q2 2026 in Review

One Day In July LLC held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 15,899 shares worth $574K. The position accounts for 0.04% of the portfolio, ranked #104.

One Day In July LLC first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 748 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • One Day In July LLC held 15,899 shares of Schwab U.S Small- Cap ETF worth $574K as of Q2 2026.
  • One Day In July LLC left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.04% of One Day In July LLC's portfolio in Q2 2026, its #104 holding.
  • One Day In July LLC first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on One Day In July LLC's 13F filing for Q2 2026, filed 3 Aug 2026.