Pine Haven Investment Counsel’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pine Haven Investment Counsel’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	$577K	Buy	15,961 +300	+2%	+$9.91K	0.39%	69
2026 Q1	$455K	Sell	15,661 -59	-0.4%	-$1.77K	0.33%	73
2025 Q4	$448K	Hold	15,720	–	–	0.32%	75
2025 Q3	$439K	Sell	15,720 -200	-1%	-$5.35K	0.32%	73
2025 Q2	$403K	Sell	15,920 -400	-2%	-$9.46K	0.32%	70
2025 Q1	$382K	Sell	16,320 -720	-4%	-$18.4K	0.32%	69
2024 Q4	$441K	Hold	17,040	–	–	0.36%	63
2024 Q3	$439K	Hold	17,040	–	–	0.36%	66
2024 Q2	$404K	Hold	17,040	–	–	0.35%	72
2024 Q1	$420K	Sell	17,040 -300	-2%	-$7.03K	0.37%	70
2023 Q4	$410K	Hold	17,340	–	–	0.38%	67
2023 Q3	$359K	Sell	17,340 -300	-2%	-$6.58K	0.37%	65
2023 Q2	$386K	Sell	17,640 -1,232	-7%	-$25.7K	0.39%	66
2023 Q1	$396K	Hold	18,872	–	–	0.42%	64
2022 Q4	$382K	Sell	18,872 -1,692	-8%	-$34.7K	0.42%	63
2022 Q3	$389K	Buy	20,564 +6	+0%	+$125	0.47%	58
2022 Q2	$401K	Buy	20,558 +6	+0%	+$128	0.47%	57
2022 Q1	$487K	Sell	20,552 -800	-4%	-$18.9K	0.48%	57
2021 Q4	$547K	Buy	+21,352	New	+$552K	0.51%	54

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 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

Pine Haven Investment Counsel's SCHA Position: Q2 2026 in Review

Pine Haven Investment Counsel increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.9% in Q2 2026, buying an estimated $9.91K and bringing the position to 15,961 shares worth $577K. The position accounts for 0.39% of the portfolio, ranked #69.

Pine Haven Investment Counsel first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 394 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Pine Haven Investment Counsel held 15,961 shares of Schwab U.S Small- Cap ETF worth $577K as of Q2 2026.
Pine Haven Investment Counsel bought 300 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.91K.
Schwab U.S Small- Cap ETF made up 0.39% of Pine Haven Investment Counsel's portfolio in Q2 2026, its #69 holding.
Pine Haven Investment Counsel first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
394 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Pine Haven Investment Counsel's 13F filing for Q2 2026, filed 8 Jul 2026.