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Rothschild Investment LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rothschild Investment LLC’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 		$264K Hold
7,320
– – 0.01% 792
2026
Q1 		$213K Buy
7,320
+5,424
+286% +$163K 0.01% 651
2025
Q4 		$54K Buy
1,896
+577
+44% +$16.3K ﹤0.01% 996
2025
Q3 		$36.8K Hold
1,319
– – ﹤0.01% 1079
2025
Q2 		$33.4K Sell
1,319
-39
-3% -$922 ﹤0.01% 885
2025
Q1 		$31.8K Buy
1,358
+40
+3% +$1.02K ﹤0.01% 891
2024
Q4 		$34.1K Buy
1,318
+164
+14% +$4.36K ﹤0.01% 868
2024
Q3 		$29.7K Buy
1,154
+454
+65% +$11.3K ﹤0.01% 910
2024
Q2 		$16.6K Buy
700
+520
+289% +$12.3K ﹤0.01% 1010
2024
Q1 		$4.43K Hold
180
– – ﹤0.01% 1151
2023
Q4 		$4.25K Buy
+180
New +$3.79K ﹤0.01% 1101

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Rothschild Investment LLC's SCHA Position: Q2 2026 in Review

Rothschild Investment LLC held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,320 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #792.

Rothschild Investment LLC first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Rothschild Investment LLC held 7,320 shares of Schwab U.S Small- Cap ETF worth $264K as of Q2 2026.
  • Rothschild Investment LLC left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #792 holding.
  • Rothschild Investment LLC first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.