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Robinswood Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Robinswood Financial’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 		$298K Sell
8,239
-721
-8% -$23.8K 0.09% 63
2026
Q1 		$261K Buy
8,960
+2,152
+32% +$64.5K 0.08% 64
2025
Q4 		$194K Hold
6,808
– – 0.06% 75
2025
Q3 		$190K Buy
6,808
+4
+0.1% +$107 0.06% 75
2025
Q2 		$172K Buy
6,804
+4
+0.1% +$95 0.06% 82
2025
Q1 		$159K Hold
6,800
– – 0.06% 75
2024
Q4 		$176K Hold
6,800
– – 0.07% 72
2024
Q3 		$175K Buy
6,800
+1,340
+25% +$33.3K 0.07% 73
2024
Q2 		$130K Buy
5,460
+5,326
+3,975% +$126K 0.05% 80
2024
Q1 		$3.28K Hold
134
– – ﹤0.01% 205
2023
Q4 		$3.17K Buy
+134
New +$2.82K ﹤0.01% 201

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

Robinswood Financial's SCHA Position: Q2 2026 in Review

Robinswood Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8% in Q2 2026, selling an estimated $23.8K and leaving 8,239 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #63.

Robinswood Financial first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Robinswood Financial held 8,239 shares of Schwab U.S Small- Cap ETF worth $298K as of Q2 2026.
  • Robinswood Financial sold 721 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $23.8K.
  • Schwab U.S Small- Cap ETF made up 0.09% of Robinswood Financial's portfolio in Q2 2026, its #63 holding.
  • Robinswood Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.