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Palouse Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Palouse Capital Management’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 		$149K Sell
4,112
-2,593
-39% -$85.7K 0.09% 82
2026
Q1 		$195K Sell
6,705
-52
-0.8% -$1.56K 0.13% 68
2025
Q4 		$192K Buy
6,757
+113
+2% +$3.19K 0.12% 71
2025
Q3 		$185K Sell
6,644
-138
-2% -$3.69K 0.12% 75
2025
Q2 		$172K Buy
6,782
+18
+0.3% +$426 0.11% 72
2025
Q1 		$158K Sell
6,764
-453
-6% -$11.5K 0.11% 76
2024
Q4 		$187K Buy
7,217
+181
+3% +$4.82K 0.12% 72
2024
Q3 		$181K Sell
7,036
-34
-0.5% -$844 0.11% 72
2024
Q2 		$168K Buy
7,070
+152
+2% +$3.6K 0.11% 72
2024
Q1 		$170K Sell
6,918
-3,450
-33% -$80.8K 0.11% 79
2023
Q4 		$245K Sell
10,368
-178
-2% -$3.75K 0.17% 67
2023
Q3 		$218K Sell
10,546
-1,768
-14% -$38.8K 0.16% 68
2023
Q2 		$270K Sell
12,314
-576
-4% -$12K 0.19% 66
2023
Q1 		$270K Buy
12,890
+1,250
+11% +$26.9K 0.18% 67
2022
Q4 		$5.6M Buy
+11,640
New +$239K 0.39% 60
2022
Q1 		– Sell
-8,436
Closed -$216K – 109
2021
Q4 		$216K Buy
+8,436
New +$218K 0.09% 97
2021
Q3 		– Sell
-7,948
Closed -$207K – 100
2021
Q2 		$207K Buy
+7,948
New +$203K 0.09% 95

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Palouse Capital Management's SCHA Position: Q2 2026 in Review

Palouse Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 39% in Q2 2026, selling an estimated $85.7K and leaving 4,112 shares worth $149K. The position accounts for 0.09% of the portfolio, ranked #82.

Palouse Capital Management first reported a position in SCHA in Q2 2021 and has held it in 17 quarters since. The position peaked at $5.6M in Q4 2022. 264 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Palouse Capital Management held 4,112 shares of Schwab U.S Small- Cap ETF worth $149K as of Q2 2026.
  • Palouse Capital Management sold 2,593 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $85.7K.
  • Schwab U.S Small- Cap ETF made up 0.09% of Palouse Capital Management's portfolio in Q2 2026, its #82 holding.
  • Palouse Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 17 quarters since.
  • Palouse Capital Management's Schwab U.S Small- Cap ETF position peaked at $5.6M in Q4 2022.
  • 264 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Palouse Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.