Roble Belko & Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Roble Belko & Company’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	$1K	Buy	30 +7	+30%	+$231	﹤0.01%	432
2026 Q1	$1K	Buy	23 +4	+21%	+$120	﹤0.01%	428
2025 Q4	$1K	Sell	19 -4	-17%	-$113	﹤0.01%	436
2025 Q3	$1K	Hold	23	–	–	﹤0.01%	407
2025 Q2	$1K	Buy	23 +4	+21%	+$95	﹤0.01%	391
2025 Q1	$0	Hold	19	–	–	﹤0.01%	445
2024 Q4	$0	Buy	19 +1	+6%	+$27	﹤0.01%	418
2024 Q3	$0	Hold	18	–	–	﹤0.01%	395
2024 Q2	$0	Buy	18 +6	+50%	+$142	﹤0.01%	377
2024 Q1	$0	Buy	+12	New	+$281	﹤0.01%	360
2015 Q2	–	Sell	-284	Closed	-$4K	–	255
2015 Q1	$4K	Buy	+284	New	+$3.97K	﹤0.01%	201

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

Roble Belko & Company's SCHA Position: Q2 2026 in Review

Roble Belko & Company increased its Schwab U.S Small- Cap ETF (SCHA) stake by 30% in Q2 2026, buying an estimated $231 and bringing the position to 30 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Roble Belko & Company first reported a position in SCHA in Q1 2015 and has held it in 11 quarters since. The position peaked at $4K in Q1 2015. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Roble Belko & Company held 30 shares of Schwab U.S Small- Cap ETF worth $1K as of Q2 2026.
Roble Belko & Company bought 7 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $231.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #432 holding.
Roble Belko & Company first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and has held it in 11 quarters since.
Roble Belko & Company's Schwab U.S Small- Cap ETF position peaked at $4K in Q1 2015.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.