SC
SCHA icon

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

Sapient Capital’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 		$417K Buy
11,535
+1,333
+13% +$44K 0.01% 291
2026
Q1 		$297K Hold
10,202
– – ﹤0.01% 357
2025
Q4 		$293K Hold
10,202
– – ﹤0.01% 339
2025
Q3 		$284K Hold
10,202
– – ﹤0.01% 321
2025
Q2 		$258K Sell
10,202
-924
-8% -$21.8K ﹤0.01% 325
2025
Q1 		$261K Buy
+11,126
New +$284K 0.01% 315

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

Sapient Capital's SCHA Position: Q2 2026 in Review

Sapient Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 13% in Q2 2026, buying an estimated $44K and bringing the position to 11,535 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #291.

Sapient Capital first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sapient Capital held 11,535 shares of Schwab U.S Small- Cap ETF worth $417K as of Q2 2026.
  • Sapient Capital bought 1,333 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $44K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Sapient Capital's portfolio in Q2 2026, its #291 holding.
  • Sapient Capital first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.