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

Passive 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 		$1.39M Sell
48,972
-582
-1% -$19.2K 0.44% 32
2026
Q1 		$1.44M Buy
49,554
+582
+1% +$17.4K 0.43% 32
2025
Q4 		$1.39M Buy
48,972
+2,378
+5% +$67.2K 0.44% 32
2025
Q3 		$1.3M Sell
46,594
-6,707
-13% -$179K 0.42% 32
2025
Q2 		$1.36M Sell
53,301
-218
-0.4% -$5.15K 0.42% 31
2025
Q1 		$1.25M Sell
53,519
-82
-0.2% -$2.09K 0.4% 32
2024
Q4 		$1.39M Sell
53,601
-181
-0.3% -$4.82K 0.49% 28
2024
Q3 		$1.38M Buy
53,782
+474
+0.9% +$11.8K 0.48% 25
2024
Q2 		$1.26M Sell
53,308
-52
-0.1% -$1.23K 0.47% 26
2024
Q1 		$1.31M Buy
53,360
+1,152
+2% +$27K 0.51% 26
2023
Q4 		$1.23M Buy
52,208
+518
+1% +$10.9K 0.5% 26
2023
Q3 		$1.07M Sell
51,690
-332
-0.6% -$7.29K 0.48% 26
2023
Q2 		$1.14M Buy
52,022
+542
+1% +$11.3K 0.48% 26
2023
Q1 		$1.08M Sell
51,480
-1,992
-4% -$42.8K 0.47% 26
2022
Q4 		$1.08M Buy
53,472
+744
+1% +$15.2K 0.49% 26
2022
Q3 		$997K Buy
52,728
+2,016
+4% +$42.2K 0.53% 26
2022
Q2 		$989K Buy
50,712
+240
+0.5% +$5.13K 0.5% 23
2022
Q1 		$1.2M Buy
50,472
+940
+2% +$22.2K 0.64% 21
2021
Q4 		$1.27M Buy
+49,532
New +$1.28M 0.72% 18

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

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

Passive Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q2 2026, selling an estimated $19.2K and leaving 48,972 shares worth $1.39M. The position accounts for 0.44% of the portfolio, ranked #32.

Passive Capital Management first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.44M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Passive Capital Management held 48,972 shares of Schwab U.S Small- Cap ETF worth $1.39M as of Q2 2026.
  • Passive Capital Management sold 582 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $19.2K.
  • Schwab U.S Small- Cap ETF made up 0.44% of Passive Capital Management's portfolio in Q2 2026, its #32 holding.
  • Passive Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • Passive Capital Management's Schwab U.S Small- Cap ETF position peaked at $1.44M in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.