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

Rinkey 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	$5.23M	Sell	144,667 -82	-0.1%	-$2.71K	1.23%	22
2026 Q1	$4.21M	Sell	144,749 -1,561	-1%	-$46.8K	1.08%	23
2025 Q4	$4.17M	Sell	146,310 -1,167	-0.8%	-$33K	1.06%	23
2025 Q3	$4.11M	Hold	147,477	–	–	1.09%	23
2025 Q2	$3.73M	Buy	147,477 +61,154	+71%	+$1.45M	1.12%	23
2025 Q1	$2.02M	Buy	+86,323	New	+$2.2M	0.64%	31
2022 Q1	–	Sell	-92	Closed	-$2K	–	201
2021 Q4	$2K	Buy	+92	New	+$2.38K	﹤0.01%	228

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

Rinkey Investments's SCHA Position: Q2 2026 in Review

Rinkey Investments reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.06% in Q2 2026, selling an estimated $2.71K and leaving 144,667 shares worth $5.23M. The position accounts for 1.23% of the portfolio, ranked #22.

Rinkey Investments first reported a position in SCHA in Q4 2021 and has held it in 7 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Rinkey Investments held 144,667 shares of Schwab U.S Small- Cap ETF worth $5.23M as of Q2 2026.
Rinkey Investments sold 82 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.71K.
Schwab U.S Small- Cap ETF made up 1.23% of Rinkey Investments's portfolio in Q2 2026, its #22 holding.
Rinkey Investments first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 7 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Rinkey Investments's 13F filing for Q2 2026, filed 20 Jul 2026.