SWM
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Selective Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Selective Wealth Management’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 		$329K Sell
9,663
-279
-3% -$9.22K 0.09% 106
2026
Q1 		$316K Sell
9,942
-1,323
-12% -$39.7K 0.09% 98
2025
Q4 		$344K Buy
11,265
+1,044
+10% +$29.5K 0.11% 81
2025
Q3 		$286K Sell
10,221
-389
-4% -$10.4K 0.09% 83
2025
Q2 		$277K Sell
10,610
-50
-0.5% -$1.18K 0.1% 85
2025
Q1 		$230K Sell
10,660
-670
-6% -$17.1K 0.1% 89
2024
Q4 		$293K Sell
11,330
-708
-6% -$18.8K 0.12% 80
2024
Q3 		$306K Sell
12,038
-776
-6% -$19.3K 0.13% 84
2024
Q2 		$301K Sell
12,814
-950
-7% -$22.5K 0.13% 82
2024
Q1 		$325K Sell
13,764
-288
-2% -$6.75K 0.14% 75
2023
Q4 		$320K Sell
14,052
-7,356
-34% -$155K 0.16% 64
2023
Q3 		$430K Sell
21,408
-1,990
-9% -$43.7K 0.24% 49
2023
Q2 		$516K Buy
+23,398
New +$488K 0.26% 50
2022
Q4 		$472K Sell
21,896
-518
-2% -$10.6K 0.25% 53
2022
Q3 		$424K Sell
22,414
-1,410
-6% -$29.5K 0.18% 72
2022
Q2 		$464K Buy
23,824
+20,458
+608% +$437K 0.17% 81
2022
Q1 		$80K Buy
3,366
+626
+23% +$14.8K 0.03% 236
2021
Q4 		$70K Buy
2,740
+16
+0.6% +$414 0.03% 233
2021
Q3 		$68K Buy
2,724
+16
+0.6% +$406 0.04% 228
2021
Q2 		$71K Sell
2,708
-280
-9% -$7.16K 0.06% 149
2021
Q1 		$74K Buy
2,988
+8
+0.3% +$197 0.07% 100
2020
Q4 		$66K Sell
2,980
-788
-21% -$15.7K 0.04% 98
2020
Q3 		$64K Buy
3,768
+16
+0.4% +$275 0.05% 87
2020
Q2 		$61K Buy
3,752
+8
+0.2% +$120 0.05% 94
2020
Q1 		$48K Sell
3,744
-2,476
-40% -$42.1K 0.08% 62
2019
Q4 		$118K Sell
6,220
-1,940
-24% -$35.1K 0.14% 43
2019
Q3 		$142K Buy
+8,160
New +$144K 0.2% 41
2018
Q3 		$100K Buy
+5,256
New +$100K 1.2% 23

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BWA
BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Selective Wealth Management's SCHA Position: Q2 2026 in Review

Selective Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.8% in Q2 2026, selling an estimated $9.22K and leaving 9,663 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #106.

Selective Wealth Management first reported a position in SCHA in Q3 2018 and has held it in 28 quarters since. The position peaked at $516K in Q2 2023. 695 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Selective Wealth Management held 9,663 shares of Schwab U.S Small- Cap ETF worth $329K as of Q2 2026.
  • Selective Wealth Management sold 279 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.22K.
  • Schwab U.S Small- Cap ETF made up 0.09% of Selective Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Selective Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 28 quarters since.
  • Selective Wealth Management's Schwab U.S Small- Cap ETF position peaked at $516K in Q2 2023.
  • 695 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.