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Outfitter Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Outfitter Financial’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 		$4.83M Hold
133,661
– – 3.39% 7
2026
Q1 		$3.89M Sell
133,661
-1,530
-1% -$45.9K 3.01% 7
2025
Q4 		$3.85M Sell
135,191
-20
-0% -$565 3.03% 8
2025
Q3 		$3.77M Buy
135,211
+260
+0.2% +$6.95K 3.05% 7
2025
Q2 		$3.41M Buy
134,951
+1,030
+0.8% +$24.4K 2.91% 6
2025
Q1 		$3.14M Buy
133,921
+1,485
+1% +$37.9K 2.82% 6
2024
Q4 		$3.42M Sell
132,436
-830
-0.6% -$22.1K 2.74% 8
2024
Q3 		$3.43M Sell
133,266
-1,100
-0.8% -$27.3K 2.83% 7
2024
Q2 		$3.19M Buy
134,366
+1,190
+0.9% +$28.2K 2.65% 9
2024
Q1 		$3.28M Buy
133,176
+3,330
+3% +$78K 2.69% 8
2023
Q4 		$3.07M Buy
129,846
+780
+0.6% +$16.4K 2.68% 5
2023
Q3 		$2.67M Buy
129,066
+120
+0.1% +$2.63K 2.52% 7
2023
Q2 		$2.82M Sell
128,946
-76
-0.1% -$1.58K 2.53% 7
2023
Q1 		$2.7M Buy
129,022
+240
+0.2% +$5.16K 2.44% 8
2022
Q4 		$2.61M Sell
128,782
-678
-0.5% -$13.9K 2.37% 9
2022
Q3 		$2.45M Buy
129,460
+3,030
+2% +$63.4K 2.4% 7
2022
Q2 		$2.46M Buy
126,430
+1,950
+2% +$41.7K 2.24% 7
2022
Q1 		$2.95M Buy
124,480
+2,556
+2% +$60.3K 2.26% 7
2021
Q4 		$3.12M Buy
121,924
+4,180
+4% +$108K 2.29% 8
2021
Q3 		$2.95M Buy
117,744
+2,880
+3% +$73.1K 2.32% 8
2021
Q2 		$2.99M Buy
114,864
+1,000
+0.9% +$25.6K 2.29% 8
2021
Q1 		$2.84M Buy
113,864
+7,444
+7% +$183K 2.34% 8
2020
Q4 		$2.37M Buy
+106,420
New +$2.12M 2.29% 8

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Outfitter Financial's SCHA Position: Q2 2026 in Review

Outfitter Financial held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 133,661 shares worth $4.83M. The position accounts for 3.39% of the portfolio, ranked #7.

Outfitter Financial first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Outfitter Financial held 133,661 shares of Schwab U.S Small- Cap ETF worth $4.83M as of Q2 2026.
  • Outfitter Financial left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 3.39% of Outfitter Financial's portfolio in Q2 2026, its #7 holding.
  • Outfitter Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Outfitter Financial's 13F filing for Q2 2026, filed 10 Aug 2026.