Quadcap Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Quadcap Wealth 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	$613K	Buy	16,974 +618	+4%	+$20.4K	0.06%	247
2026 Q1	$476K	Buy	16,356 +700	+4%	+$21K	0.05%	263
2025 Q4	$446K	Hold	15,656	–	–	0.05%	282
2025 Q3	$437K	Hold	15,656	–	–	0.05%	289
2025 Q2	$396K	Hold	15,656	–	–	0.05%	283
2025 Q1	$367K	Sell	15,656 -9,231	-37%	-$235K	0.05%	283
2024 Q4	$644K	Buy	24,887 +13,307	+115%	+$354K	0.09%	203
2024 Q3	$298K	Sell	11,580 -14,606	-56%	-$363K	0.05%	312
2024 Q2	$621K	Buy	26,186 +1,932	+8%	+$45.8K	0.11%	202
2024 Q1	$597K	Sell	24,254 -376	-2%	-$8.81K	0.14%	180
2023 Q4	$582K	Buy	+24,630	New	+$519K	0.15%	181

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Quadcap Wealth Management's SCHA Position: Q2 2026 in Review

Quadcap Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q2 2026, buying an estimated $20.4K and bringing the position to 16,974 shares worth $613K. The position accounts for 0.06% of the portfolio, ranked #247.

Quadcap Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $644K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Quadcap Wealth Management held 16,974 shares of Schwab U.S Small- Cap ETF worth $613K as of Q2 2026.
Quadcap Wealth Management bought 618 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $20.4K.
Schwab U.S Small- Cap ETF made up 0.06% of Quadcap Wealth Management's portfolio in Q2 2026, its #247 holding.
Quadcap Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Quadcap Wealth Management's Schwab U.S Small- Cap ETF position peaked at $644K in Q4 2024.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Quadcap Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.