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

Radnor 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 		$243K Buy
+6,712
New +$222K 0.03% 293
2024
Q4 		– Sell
-11,712
Closed -$302K – 332
2024
Q3 		$302K Buy
+11,712
New +$291K 0.04% 287

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
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
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

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

Radnor Capital Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,712 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings. This is a return to the name: Radnor Capital Management previously reported a position in SCHA as recently as Q3 2024.

Radnor Capital Management first reported a position in SCHA in Q3 2024 and has held it in 2 quarters since. The position peaked at $302K in Q3 2024. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Radnor Capital Management held 6,712 shares of Schwab U.S Small- Cap ETF worth $243K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Radnor Capital Management position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Radnor Capital Management's portfolio in Q2 2026, its #293 holding.
  • Radnor Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • Radnor Capital Management's Schwab U.S Small- Cap ETF position peaked at $302K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Radnor Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.