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

Roxbury 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 		$27.8K Hold
770
– – 0.02% 240
2026
Q1 		$22.4K Sell
770
-6
-0.8% -$180 0.02% 244
2025
Q4 		$22.1K Hold
776
– – 0.02% 246
2025
Q3 		$21.6K Buy
776
+100
+15% +$2.67K 0.02% 244
2025
Q2 		$17.1K Buy
+676
New +$16K 0.02% 257

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
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
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Roxbury Financial's SCHA Position: Q2 2026 in Review

Roxbury Financial held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 770 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #240.

Roxbury Financial first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 247 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Roxbury Financial held 770 shares of Schwab U.S Small- Cap ETF worth $27.8K as of Q2 2026.
  • Roxbury Financial left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Roxbury Financial's portfolio in Q2 2026, its #240 holding.
  • Roxbury Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
  • 247 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.