PCM
SCHA icon

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

Park 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 		$239K Buy
+6,618
New +$219K 0.14% 116
2025
Q1 		– Sell
-12,108
Closed -$313K – 63
2024
Q4 		$313K Buy
+12,108
New +$322K 0.37% 47

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

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

Park Capital Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,618 shares worth $239K. The stake represents 0.14% of the portfolio and ranks #116 among its holdings. This is a return to the name: Park Capital Management previously reported a position in SCHA as recently as Q4 2024.

Park Capital Management first reported a position in SCHA in Q4 2024 and has held it in 2 quarters since. The position peaked at $313K in Q4 2024. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Park Capital Management held 6,618 shares of Schwab U.S Small- Cap ETF worth $239K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Park Capital Management position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.14% of Park Capital Management's portfolio in Q2 2026, its #116 holding.
  • Park Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Park Capital Management's Schwab U.S Small- Cap ETF position peaked at $313K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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