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Patrick M. Sweeney & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Patrick M. Sweeney & Associates’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 		$601K Buy
16,643
+1,052
+7% +$34.8K 0.35% 72
2026
Q1 		$453K Buy
15,591
+326
+2% +$9.77K 0.29% 85
2025
Q4 		$435K Buy
15,265
+1,162
+8% +$32.8K 0.27% 86
2025
Q3 		$393K Buy
14,103
+996
+8% +$26.6K 0.25% 93
2025
Q2 		$342K Sell
13,107
-553
-4% -$13.1K 0.24% 105
2025
Q1 		$320K Buy
13,660
+1
+0% +$25 0.24% 103
2024
Q4 		$353K Buy
13,659
+1,003
+8% +$26.7K 0.26% 98
2024
Q3 		$326K Buy
12,656
+2,750
+28% +$68.3K 0.24% 107
2024
Q2 		$235K Buy
9,906
+630
+7% +$14.9K 0.19% 124
2024
Q1 		$228K Buy
9,276
+802
+9% +$18.8K 0.19% 124
2023
Q4 		$200K Buy
+8,474
New +$179K 0.18% 127

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

Patrick M. Sweeney & Associates's SCHA Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.7% in Q2 2026, buying an estimated $34.8K and bringing the position to 16,643 shares worth $601K. The position accounts for 0.35% of the portfolio, ranked #72.

Patrick M. Sweeney & Associates first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Patrick M. Sweeney & Associates held 16,643 shares of Schwab U.S Small- Cap ETF worth $601K as of Q2 2026.
  • Patrick M. Sweeney & Associates bought 1,052 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $34.8K.
  • Schwab U.S Small- Cap ETF made up 0.35% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #72 holding.
  • Patrick M. Sweeney & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.