SHJ
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Sharkey, Howes & Javer’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sharkey, Howes & Javer’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
2025
Q2 		– Sell
-9,357
Closed -$219K – 162
2025
Q1 		$219K Sell
9,357
-4,114
-31% -$105K 0.03% 143
2024
Q4 		$348K Sell
13,471
-2,377
-15% -$63.2K 0.05% 120
2024
Q3 		$408K Sell
15,848
-290
-2% -$7.2K 0.06% 107
2024
Q2 		$383K Sell
16,138
-35,522
-69% -$842K 0.06% 91
2024
Q1 		$1.27M Buy
51,660
+7,908
+18% +$185K 0.21% 63
2023
Q4 		$1.03M Buy
43,752
+1,780
+4% +$37.5K 0.18% 62
2023
Q3 		$869K Buy
41,972
+7,522
+22% +$165K 0.17% 63
2023
Q2 		$754K Sell
34,450
-2,524
-7% -$52.6K 0.14% 65
2023
Q1 		$775K Sell
36,974
-9,064
-20% -$195K 0.17% 64
2022
Q4 		$933K Sell
46,038
-4,656
-9% -$95.4K 0.21% 60
2022
Q3 		$958K Sell
50,694
-9,696
-16% -$203K 0.21% 57
2022
Q2 		$1.18M Sell
60,390
-25,836
-30% -$552K 0.29% 40
2022
Q1 		$2.04M Sell
86,226
-28,898
-25% -$682K 0.47% 34
2021
Q4 		$2.95M Sell
115,124
-40,924
-26% -$1.06M 0.67% 29
2021
Q3 		$3.9M Sell
156,048
-40,092
-20% -$1.02M 1.01% 22
2021
Q2 		$5.11M Buy
196,140
+15,180
+8% +$388K 1.36% 19
2021
Q1 		$4.51M Sell
180,960
-152,228
-46% -$3.74M 1.41% 17
2020
Q4 		$7.41M Sell
333,188
-33,208
-9% -$661K 2.48% 12
2020
Q3 		$6.26M Buy
366,396
+120,796
+49% +$2.08M 2.38% 14
2020
Q2 		$4.01M Buy
245,600
+185,536
+309% +$2.78M 1.77% 18
2020
Q1 		$774K Sell
60,064
-198,468
-77% -$3.37M 0.4% 34
2019
Q4 		$4.89M Sell
258,532
-17,820
-6% -$322K 2.07% 16
2019
Q3 		$4.82M Sell
276,352
-35,520
-11% -$627K 2.08% 15
2019
Q2 		$5.57M Sell
311,872
-44,856
-13% -$793K 2.53% 12
2019
Q1 		$6.24M Sell
356,728
-537,368
-60% -$9.19M 2.91% 12
2018
Q4 		$13.6M Sell
894,096
-281,820
-24% -$4.76M 8.83% 4
2018
Q3 		$22.4M Sell
1,175,916
-9,760
-0.8% -$186K 11.71% 3
2018
Q2 		$21.8M Sell
1,185,676
-104,752
-8% -$1.9M 12.1% 3
2018
Q1 		$22.3M Sell
1,290,428
-33,500
-3% -$591K 12.6% 3
2017
Q4 		$23.1M Sell
1,323,928
-59,680
-4% -$1.02M 13.48% 3
2017
Q3 		$23.5M Sell
1,383,608
-62,516
-4% -$1.01M 12.41% 4
2017
Q2 		$23.1M Sell
1,446,124
-272,684
-16% -$4.31M 13.04% 3
2017
Q1 		$27.1M Buy
1,718,808
+477,568
+38% +$7.48M 14.32% 3
2016
Q4 		$19.1M Buy
1,241,240
+130,744
+12% +$1.92M 11.56% 4
2016
Q3 		$16M Buy
1,110,496
+14,408
+1% +$204K 9.67% 4
2016
Q2 		$14.8M Buy
1,096,088
+412,108
+60% +$5.47M 9.24% 4
2016
Q1 		$8.9M Sell
683,980
-18,680
-3% -$226K 6.53% 5
2015
Q4 		$9.15M Sell
702,660
-346,076
-33% -$4.62M 6.38% 6
2015
Q3 		$14M Sell
1,048,736
-332,220
-24% -$4.57M 10.82% 4
2015
Q2 		$19.8M Buy
1,380,956
+425,052
+44% +$6.16M 14.98% 3
2015
Q1 		$13.8M Buy
+955,904
New +$13.4M 8.83% 5

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Sharkey, Howes & Javer's SCHA Position: Q2 2025 in Review

Sharkey, Howes & Javer sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 9,357 shares — an estimated $219K sold.

Sharkey, Howes & Javer first reported a position in SCHA in Q1 2015 and held it in 41 quarters. The position peaked at $27.1M in Q1 2017. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Sharkey, Howes & Javer reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Sharkey, Howes & Javer sold 9,357 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $219K.
  • Sharkey, Howes & Javer first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and held it in 41 quarters.
  • Sharkey, Howes & Javer's Schwab U.S Small- Cap ETF position peaked at $27.1M in Q1 2017.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2025, filed 10 Jul 2025.