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

Scarborough Advisors’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 		$1.26M Buy
36,034
+27
+0.1% +$892 0.14% 67
2026
Q1 		$1.05M Buy
+36,007
New +$1.08M 0.11% 80
2025
Q2 		– Sell
-41,025
Closed -$961K – 492
2025
Q1 		$961K Sell
41,025
-5,070
-11% -$129K 0.14% 70
2024
Q4 		$1.19M Sell
46,095
-6,311
-12% -$168K 0.17% 64
2024
Q3 		$1.35M Buy
+52,406
New +$1.3M 0.22% 45
2024
Q1 		– Sell
-366,494
Closed -$8.66M – 653
2023
Q4 		$8.66M Buy
366,494
+7,700
+2% +$162K 1.78% 14
2023
Q3 		$7.43M Buy
358,794
+46,080
+15% +$1.01M 1.8% 17
2023
Q2 		$6.85M Buy
312,714
+4,182
+1% +$87.2K 1.64% 20
2023
Q1 		$6.47M Buy
308,532
+4,510
+1% +$96.9K 1.63% 21
2022
Q4 		$6.16M Sell
304,022
-49,382
-14% -$1.01M 1.65% 19
2022
Q3 		$6.68M Buy
353,404
+964
+0.3% +$20.2K 2.08% 15
2022
Q2 		$6.87M Sell
352,440
-164,278
-32% -$3.51M 2.34% 13
2022
Q1 		$12.2M Sell
516,718
-325,750
-39% -$7.69M 3.91% 8
2021
Q4 		$21.6M Buy
+842,468
New +$21.8M 7.41% 2

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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

Scarborough Advisors's SCHA Position: Q2 2026 in Review

Scarborough Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.07% in Q2 2026, buying an estimated $892 and bringing the position to 36,034 shares worth $1.26M. The position accounts for 0.14% of the portfolio, ranked #67.

Scarborough Advisors first reported a position in SCHA in Q4 2021 and has held it in 14 quarters since. The position peaked at $21.6M in Q4 2021. 356 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Scarborough Advisors held 36,034 shares of Schwab U.S Small- Cap ETF worth $1.26M as of Q2 2026.
  • Scarborough Advisors bought 27 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $892.
  • Schwab U.S Small- Cap ETF made up 0.14% of Scarborough Advisors's portfolio in Q2 2026, its #67 holding.
  • Scarborough Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Scarborough Advisors's Schwab U.S Small- Cap ETF position peaked at $21.6M in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.