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Pine Valley Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pine Valley Investments’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 		$1.56M Sell
43,173
-1
-0% -$33 0.06% 251
2026
Q1 		$1.26M Sell
43,174
-3,766
-8% -$113K 0.06% 266
2025
Q4 		$1.34M Buy
46,940
+28,887
+160% +$816K 0.06% 246
2025
Q3 		$504K Buy
18,053
+1,798
+11% +$48.1K 0.02% 353
2025
Q2 		$411K Buy
16,255
+2,459
+18% +$58.1K 0.02% 371
2025
Q1 		$323K Buy
13,796
+279
+2% +$7.11K 0.02% 402
2024
Q4 		$350K Buy
13,517
+1,119
+9% +$29.8K 0.02% 395
2024
Q3 		$319K Buy
12,398
+850
+7% +$21.1K 0.02% 407
2024
Q2 		$275K Hold
11,548
– – 0.02% 403
2024
Q1 		$284K Buy
11,548
+1,034
+10% +$24.2K 0.02% 403
2023
Q4 		$248K Buy
+10,514
New +$222K 0.02% 419

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 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

Pine Valley Investments's SCHA Position: Q2 2026 in Review

Pine Valley Investments reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0% in Q2 2026, selling an estimated $33 and leaving 43,173 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #251.

Pine Valley Investments first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 855 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Pine Valley Investments held 43,173 shares of Schwab U.S Small- Cap ETF worth $1.56M as of Q2 2026.
  • Pine Valley Investments sold 1 Schwab U.S Small- Cap ETF share in Q2 2026, an estimated $33.
  • Schwab U.S Small- Cap ETF made up 0.06% of Pine Valley Investments's portfolio in Q2 2026, its #251 holding.
  • Pine Valley Investments first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 855 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Pine Valley Investments's 13F filing for Q2 2026, filed 24 Jul 2026.