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

Shearwater 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 		$1.43M Hold
39,703
– – 0.68% 22
2026
Q1 		$1.15M Buy
+39,703
New +$1.19M 0.61% 24

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

Shearwater Capital's SCHA Position: Q2 2026 in Review

Shearwater Capital held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 39,703 shares worth $1.43M. The position accounts for 0.68% of the portfolio, ranked #22.

Shearwater Capital first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Shearwater Capital held 39,703 shares of Schwab U.S Small- Cap ETF worth $1.43M as of Q2 2026.
  • Shearwater Capital left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.68% of Shearwater Capital's portfolio in Q2 2026, its #22 holding.
  • Shearwater Capital first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.