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

Pacific Sage 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	$660K	Sell	18,255 -1,870	-9%	-$61.8K	0.09%	66
2026 Q1	$585K	Sell	20,125 -324	-2%	-$9.71K	0.09%	62
2025 Q4	$582K	Buy	20,449 +12	+0.1%	+$339	0.09%	62
2025 Q3	$570K	Buy	20,437 +9	+0%	+$241	0.1%	59
2025 Q2	$517K	Sell	20,428 -80	-0.4%	-$1.89K	0.1%	60
2025 Q1	$480K	Sell	20,508 -1,393	-6%	-$35.5K	0.11%	58
2024 Q4	$566K	Sell	21,901 -2,491	-10%	-$66.3K	0.13%	51
2024 Q3	$628K	Sell	24,392 -1,610	-6%	-$40K	0.15%	48
2024 Q2	$617K	Sell	26,002 -240,836	-90%	-$5.71M	0.15%	46
2024 Q1	$6.57M	Buy	266,838 +568	+0.2%	+$13.3K	1.7%	11
2023 Q4	$6.29M	Buy	266,270 +13,894	+6%	+$293K	1.72%	12
2023 Q3	$5.23M	Sell	252,376 -169,882	-40%	-$3.73M	1.57%	12
2023 Q2	$9.25M	Buy	422,258 +18,188	+5%	+$379K	2.74%	6
2023 Q1	$8.47M	Sell	404,070 -3,728	-0.9%	-$80.1K	2.73%	6
2022 Q4	$8.26M	Buy	+407,798	New	+$8.36M	2.74%	6

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Pacific Sage Partners's SCHA Position: Q2 2026 in Review

Pacific Sage Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.3% in Q2 2026, selling an estimated $61.8K and leaving 18,255 shares worth $660K. The position accounts for 0.09% of the portfolio, ranked #66.

Pacific Sage Partners first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.25M in Q2 2023. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Pacific Sage Partners held 18,255 shares of Schwab U.S Small- Cap ETF worth $660K as of Q2 2026.
Pacific Sage Partners sold 1,870 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $61.8K.
Schwab U.S Small- Cap ETF made up 0.09% of Pacific Sage Partners's portfolio in Q2 2026, its #66 holding.
Pacific Sage Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
Pacific Sage Partners's Schwab U.S Small- Cap ETF position peaked at $9.25M in Q2 2023.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Pacific Sage Partners's 13F filing for Q2 2026, filed 6 Aug 2026.