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Salomon & Ludwin’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Salomon & Ludwin’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 		$36.4K Sell
1,022
-34
-3% -$1.12K ﹤0.01% 715
2026
Q1 		$31.2K Sell
1,056
-45
-4% -$1.35K ﹤0.01% 754
2025
Q4 		$32.1K Hold
1,101
– – ﹤0.01% 579
2025
Q3 		$31.1K Sell
1,101
-1,201
-52% -$32.1K ﹤0.01% 558
2025
Q2 		$59.6K Buy
2,302
+858
+59% +$20.3K 0.01% 247
2025
Q1 		$33.8K Hold
1,444
– – ﹤0.01% 293
2024
Q4 		$37.3K Buy
1,444
+48
+3% +$1.28K ﹤0.01% 276
2024
Q3 		$35.9K Sell
1,396
-8,990
-87% -$223K ﹤0.01% 293
2024
Q2 		$246K Sell
10,386
-2,560
-20% -$60.7K 0.03% 141
2024
Q1 		$319K Buy
12,946
+9,602
+287% +$225K 0.03% 152
2023
Q4 		$69.3K Hold
3,344
– – 0.01% 270
2023
Q3 		$69.3K Buy
+3,344
New +$73.4K 0.01% 270
2020
Q2 		– Sell
-1,960
Closed -$25K – 193
2020
Q1 		$25K Hold
1,960
– – 0.01% 127
2019
Q4 		$37K Hold
1,960
– – 0.01% 122
2019
Q3 		$34K Hold
1,960
– – 0.01% 113
2019
Q2 		$35K Hold
1,960
– – 0.01% 106
2019
Q1 		$34K Hold
1,960
– – 0.01% 105
2018
Q4 		$30K Buy
+1,960
New +$33.1K 0.01% 106

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

Salomon & Ludwin's SCHA Position: Q2 2026 in Review

Salomon & Ludwin reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.2% in Q2 2026, selling an estimated $1.12K and leaving 1,022 shares worth $36.4K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Salomon & Ludwin first reported a position in SCHA in Q4 2018 and has held it in 18 quarters since. The position peaked at $319K in Q1 2024. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Salomon & Ludwin held 1,022 shares of Schwab U.S Small- Cap ETF worth $36.4K as of Q2 2026.
  • Salomon & Ludwin sold 34 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.12K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #715 holding.
  • Salomon & Ludwin first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 18 quarters since.
  • Salomon & Ludwin's Schwab U.S Small- Cap ETF position peaked at $319K in Q1 2024.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.