S
SCHA icon

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

Sachetta’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 		$325K Sell
8,997
-550
-6% -$18.2K 0.16% 76
2026
Q1 		$278K Buy
9,547
+526
+6% +$15.8K 0.15% 79
2025
Q4 		$257K Sell
9,021
-784
-8% -$22.1K 0.14% 79
2025
Q3 		$274K Sell
9,805
-1,417
-13% -$37.9K 0.1% 129
2025
Q2 		$284K Buy
11,222
+3
+0% +$71 0.11% 121
2025
Q1 		$263K Sell
11,219
-823
-7% -$21K 0.11% 125
2024
Q4 		$311K Sell
12,042
-110
-0.9% -$2.93K 0.12% 121
2024
Q3 		$313K Sell
12,152
-72
-0.6% -$1.79K 0.12% 118
2024
Q2 		$312K Sell
12,224
-746
-6% -$17.7K 0.14% 116
2024
Q1 		$306K Hold
12,970
– – 0.15% 111
2023
Q4 		$306K Buy
+12,970
New +$273K 0.15% 111

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

Sachetta's SCHA Position: Q2 2026 in Review

Sachetta reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.8% in Q2 2026, selling an estimated $18.2K and leaving 8,997 shares worth $325K. The position accounts for 0.16% of the portfolio, ranked #76.

Sachetta first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 314 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sachetta held 8,997 shares of Schwab U.S Small- Cap ETF worth $325K as of Q2 2026.
  • Sachetta sold 550 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $18.2K.
  • Schwab U.S Small- Cap ETF made up 0.16% of Sachetta's portfolio in Q2 2026, its #76 holding.
  • Sachetta first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 314 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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