PIMG
SCHA icon

Patriot Investment Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Patriot Investment Management Group’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 		$10.3M Sell
286,376
-12,594
-4% -$416K 0.6% 26
2026
Q1 		$8.69M Sell
298,970
-12,192
-4% -$365K 0.56% 29
2025
Q4 		$8.86M Sell
311,162
-5,378
-2% -$152K 0.56% 30
2025
Q3 		$8.83M Sell
316,540
-1,155
-0.4% -$30.9K 0.58% 29
2025
Q2 		$8.04M Sell
317,695
-1,605
-0.5% -$37.9K 0.56% 29
2025
Q1 		$7.48M Sell
319,300
-7,797
-2% -$199K 0.56% 30
2024
Q4 		$8.46M Sell
327,097
-2,495
-0.8% -$66.4K 0.63% 27
2024
Q3 		$8.49M Sell
329,592
-8,274
-2% -$205K 0.62% 28
2024
Q2 		$8.02M Buy
337,866
+3,290
+1% +$78K 0.63% 28
2024
Q1 		$8.24M Buy
334,576
+9,322
+3% +$218K 0.65% 27
2023
Q4 		$7.68M Sell
325,254
-15,024
-4% -$317K 0.66% 30
2023
Q3 		$7.05M Sell
340,278
-53,144
-14% -$1.17M 0.65% 32
2023
Q2 		$8.62M Sell
393,422
-27,602
-7% -$575K 0.73% 30
2023
Q1 		$8.83M Sell
421,024
-8,386
-2% -$180K 0.78% 28
2022
Q4 		$9.51M Buy
429,410
+11,862
+3% +$243K 0.83% 24
2022
Q3 		$7.89M Sell
417,548
-65,042
-13% -$1.36M 0.81% 26
2022
Q2 		$9.41M Buy
482,590
+60,702
+14% +$1.3M 0.92% 22
2022
Q1 		$9.99M Buy
421,888
+4,216
+1% +$99.5K 0.87% 23
2021
Q4 		$10.7M Buy
417,672
+3,328
+0.8% +$86.1K 0.91% 22
2021
Q3 		$10.4M Sell
414,344
-4,668
-1% -$119K 0.94% 21
2021
Q2 		$10.9M Sell
419,012
-5,668
-1% -$145K 1.01% 21
2021
Q1 		$10.6M Buy
424,680
+207,768
+96% +$5.11M 1.05% 21
2020
Q4 		$4.83M Sell
216,912
-227,460
-51% -$4.53M 0.73% 22
2020
Q3 		$7.59M Sell
444,372
-1,548
-0.3% -$26.6K 0.91% 24
2020
Q2 		$7.28M Sell
445,920
-9,032
-2% -$135K 0.92% 25
2020
Q1 		$5.86M Buy
454,952
+32,324
+8% +$549K 0.89% 27
2019
Q4 		$7.99M Sell
422,628
-8,856
-2% -$160K 1.03% 22
2019
Q3 		$7.33M Buy
431,484
+37,512
+10% +$662K 1.01% 23
2019
Q2 		$7.04M Buy
393,972
+30,872
+9% +$546K 0.99% 24
2019
Q1 		$6.35M Buy
+363,100
New +$6.21M 0.93% 23

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

Patriot Investment Management Group's SCHA Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.2% in Q2 2026, selling an estimated $416K and leaving 286,376 shares worth $10.3M. The position accounts for 0.6% of the portfolio, ranked #26.

Patriot Investment Management Group first reported a position in SCHA in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.9M in Q2 2021. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Patriot Investment Management Group held 286,376 shares of Schwab U.S Small- Cap ETF worth $10.3M as of Q2 2026.
  • Patriot Investment Management Group sold 12,594 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $416K.
  • Schwab U.S Small- Cap ETF made up 0.6% of Patriot Investment Management Group's portfolio in Q2 2026, its #26 holding.
  • Patriot Investment Management Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 30 quarters since.
  • Patriot Investment Management Group's Schwab U.S Small- Cap ETF position peaked at $10.9M in Q2 2021.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.