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

Rossby 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 		$224K Sell
6,207
-5,345
-46% -$177K 0.04% 365
2026
Q1 		$339K Buy
11,552
+9,966
+628% +$299K 0.07% 250
2025
Q4 		$45.2K Buy
1,586
+340
+27% +$9.6K 0.01% 569
2025
Q3 		$34.8K Sell
1,246
-4
-0.3% -$107 0.01% 604
2025
Q2 		$31.6K Sell
1,250
-50
-4% -$1.18K 0.01% 574
2025
Q1 		$29.6K Buy
+1,300
New +$33.1K 0.01% 559

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Rossby Financial's SCHA Position: Q2 2026 in Review

Rossby Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 46% in Q2 2026, selling an estimated $177K and leaving 6,207 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #365.

Rossby Financial first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. The position peaked at $339K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Rossby Financial held 6,207 shares of Schwab U.S Small- Cap ETF worth $224K as of Q2 2026.
  • Rossby Financial sold 5,345 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $177K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Rossby Financial's portfolio in Q2 2026, its #365 holding.
  • Rossby Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • Rossby Financial's Schwab U.S Small- Cap ETF position peaked at $339K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.