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

Pennsylvania 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 		$703K Buy
19,457
+872
+5% +$28.8K 0.18% 61
2026
Q1 		$540K Buy
18,585
+820
+5% +$24.6K 0.15% 71
2025
Q4 		$506K Buy
17,765
+1,170
+7% +$33K 0.14% 72
2025
Q3 		$463K Sell
16,595
-178
-1% -$4.76K 0.13% 74
2025
Q2 		$424K Buy
16,773
+917
+6% +$21.7K 0.14% 77
2025
Q1 		$372K Buy
15,856
+22
+0.1% +$561 0.14% 76
2024
Q4 		$409K Buy
15,834
+732
+5% +$19.5K 0.14% 75
2024
Q3 		$389K Hold
15,102
– – 0.14% 70
2024
Q2 		$358K Hold
15,102
– – 0.14% 67
2024
Q1 		$372K Sell
15,102
-11,826
-44% -$277K 0.15% 66
2023
Q4 		$636K Sell
26,928
-858
-3% -$18.1K 0.25% 50
2023
Q3 		$575K Buy
27,786
+780
+3% +$17.1K 0.24% 49
2023
Q2 		$591K Hold
27,006
– – 0.25% 46
2023
Q1 		$566K Buy
27,006
+1,652
+7% +$35.5K 0.27% 49
2022
Q4 		$540K Buy
25,354
+11,756
+86% +$241K 0.28% 52
2022
Q3 		$257K Buy
13,598
+494
+4% +$10.3K 0.14% 69
2022
Q2 		$255K Hold
13,104
– – 0.13% 68
2022
Q1 		$310K Sell
13,104
-4
-0% -$94 0.13% 65
2021
Q4 		$336K Hold
13,108
– – 0.12% 82
2021
Q3 		$343K Sell
13,108
-132
-1% -$3.35K 0.15% 67
2021
Q2 		$342K Buy
+13,240
New +$339K 0.17% 57
2020
Q2 		– Sell
-30,312
Closed -$357K – 131
2020
Q1 		$357K Sell
30,312
-524
-2% -$8.9K 0.46% 33
2019
Q4 		$583K Buy
+30,836
New +$558K 0.55% 31

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

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

Pennsylvania Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.7% in Q2 2026, buying an estimated $28.8K and bringing the position to 19,457 shares worth $703K. The position accounts for 0.18% of the portfolio, ranked #61.

Pennsylvania Capital Management first reported a position in SCHA in Q4 2019 and has held it in 23 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Pennsylvania Capital Management held 19,457 shares of Schwab U.S Small- Cap ETF worth $703K as of Q2 2026.
  • Pennsylvania Capital Management bought 872 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $28.8K.
  • Schwab U.S Small- Cap ETF made up 0.18% of Pennsylvania Capital Management's portfolio in Q2 2026, its #61 holding.
  • Pennsylvania Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.