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

Robertson Stephens 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	$2.73M	Buy	75,514 +731	+1%	+$24.2K	0.07%	186
2026 Q1	$2.17M	Sell	74,783 -374	-0.5%	-$11.2K	0.06%	201
2025 Q4	$2.14M	Buy	75,157 +41,869	+126%	+$1.18M	0.06%	203
2025 Q3	$929K	Sell	33,288 -1	-0%	-$27	0.03%	267
2025 Q2	$842K	Hold	33,289	–	–	0.03%	287
2025 Q1	$780K	Sell	33,289 -951	-3%	-$24.2K	0.03%	295
2024 Q4	$885K	Buy	34,240 +172	+0.5%	+$4.58K	0.03%	269
2024 Q3	$877K	Sell	34,068 -1,386	-4%	-$34.4K	0.03%	301
2024 Q2	$844K	Sell	35,454 -85,414	-71%	-$2.02M	0.04%	250
2024 Q1	$2.98M	Buy	120,868 +682	+0.6%	+$16K	0.16%	111
2023 Q4	$2.84M	Buy	+120,186	New	+$2.53M	0.17%	111
2023 Q2	–	Sell	-14,408	Closed	-$302K	–	451
2023 Q1	$302K	Sell	14,408 -474	-3%	-$10.2K	0.02%	367
2022 Q4	$301K	Sell	14,882 -67,140	-82%	-$1.38M	0.03%	328
2022 Q3	$1.55M	Buy	82,022 +50,266	+158%	+$1.05M	0.16%	112
2022 Q2	$619K	Sell	31,756 -1,920	-6%	-$41K	0.06%	218
2022 Q1	$797K	Buy	+33,676	New	+$795K	0.07%	210

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Robertson Stephens Wealth Management's SCHA Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.98% in Q2 2026, buying an estimated $24.2K and bringing the position to 75,514 shares worth $2.73M. The position accounts for 0.07% of the portfolio, ranked #186.

Robertson Stephens Wealth Management first reported a position in SCHA in Q1 2022 and has held it in 16 quarters since. The position peaked at $2.98M in Q1 2024. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Robertson Stephens Wealth Management held 75,514 shares of Schwab U.S Small- Cap ETF worth $2.73M as of Q2 2026.
Robertson Stephens Wealth Management bought 731 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $24.2K.
Schwab U.S Small- Cap ETF made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #186 holding.
Robertson Stephens Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 16 quarters since.
Robertson Stephens Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2.98M in Q1 2024.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.