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

Richardson 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 		$228K Sell
6,297
-9
-0.1% -$297 0.1% 47
2026
Q1 		$183K Buy
6,306
+9
+0.1% +$270 0.09% 49
2025
Q4 		$179K Buy
6,297
+27
+0.4% +$762 0.09% 40
2025
Q3 		$175K Sell
6,270
-534
-8% -$14.3K 0.08% 42
2025
Q2 		$172K Buy
6,804
+22
+0.3% +$520 0.09% 42
2025
Q1 		$159K Sell
6,782
-2,259
-25% -$57.6K 0.1% 40
2024
Q4 		$234K Sell
9,041
-2,625
-23% -$69.8K 0.15% 30
2024
Q3 		$300K Buy
11,666
+80
+0.7% +$1.99K 0.21% 24
2024
Q2 		$275K Sell
11,586
-78
-0.7% -$1.85K 0.21% 27
2024
Q1 		$287K Buy
11,664
+2,776
+31% +$65K 0.23% 24
2023
Q4 		$210K Buy
+8,888
New +$187K 0.2% 18

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

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

Richardson Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.14% in Q2 2026, selling an estimated $297 and leaving 6,297 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #47.

Richardson Capital Management first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $300K in Q3 2024. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Richardson Capital Management held 6,297 shares of Schwab U.S Small- Cap ETF worth $228K as of Q2 2026.
  • Richardson Capital Management sold 9 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $297.
  • Schwab U.S Small- Cap ETF made up 0.1% of Richardson Capital Management's portfolio in Q2 2026, its #47 holding.
  • Richardson Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • Richardson Capital Management's Schwab U.S Small- Cap ETF position peaked at $300K in Q3 2024.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Richardson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.