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Proffitt & Goodson’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Proffitt & Goodson’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 		$209K Hold
5,773
– – 0.03% 125
2026
Q1 		$168K Sell
5,773
-260
-4% -$7.79K 0.03% 125
2025
Q4 		$172K Hold
6,033
– – 0.02% 122
2025
Q3 		$168K Buy
6,033
+100
+2% +$2.67K 0.02% 117
2025
Q2 		$150K Hold
5,933
– – 0.02% 116
2025
Q1 		$139K Sell
5,933
-3,057
-34% -$77.9K 0.02% 123
2024
Q4 		$232K Hold
8,990
– – 0.04% 103
2024
Q3 		$231K Sell
8,990
-2,910
-24% -$72.3K 0.04% 105
2024
Q2 		$282K Hold
11,900
– – 0.05% 97
2024
Q1 		$293K Sell
11,900
-3,560
-23% -$83.4K 0.05% 97
2023
Q4 		$365K Hold
15,460
– – 0.07% 93
2023
Q3 		$320K Hold
15,460
– – 0.07% 95
2023
Q2 		$339K Hold
15,460
– – 0.07% 95
2023
Q1 		$324K Hold
15,460
– – 0.07% 95
2022
Q4 		$313K Hold
15,460
– – 0.07% 97
2022
Q3 		$292K Hold
15,460
– – 0.06% 93
2022
Q2 		$301K Hold
15,460
– – 0.06% 96
2022
Q1 		$366K Hold
15,460
– – 0.07% 92
2021
Q4 		$396K Hold
15,460
– – 0.07% 89
2021
Q3 		$387K Hold
15,460
– – 0.07% 90
2021
Q2 		$403K Hold
15,460
– – 0.07% 87
2021
Q1 		$385K Hold
15,460
– – 0.07% 87
2020
Q4 		$344K Hold
15,460
– – 0.07% 84
2020
Q3 		$264K Hold
15,460
– – 0.06% 84
2020
Q2 		$253K Buy
+15,460
New +$231K 0.06% 81

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

Proffitt & Goodson's SCHA Position: Q2 2026 in Review

Proffitt & Goodson held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 5,773 shares worth $209K. The position accounts for 0.03% of the portfolio, ranked #125.

Proffitt & Goodson first reported a position in SCHA in Q2 2020 and has held it in 25 quarters since. The position peaked at $403K in Q2 2021. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Proffitt & Goodson held 5,773 shares of Schwab U.S Small- Cap ETF worth $209K as of Q2 2026.
  • Proffitt & Goodson left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Proffitt & Goodson's portfolio in Q2 2026, its #125 holding.
  • Proffitt & Goodson first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 25 quarters since.
  • Proffitt & Goodson's Schwab U.S Small- Cap ETF position peaked at $403K in Q2 2021.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.