SJS Investment Consulting’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SJS Investment Consulting’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	$107K	Hold	2,952	–	–	0.01%	231
2026 Q1	$85.8K	Sell	2,952 -598	-17%	-$17.9K	0.01%	233
2025 Q4	$101K	Hold	3,550	–	–	0.01%	205
2025 Q3	$99K	Hold	3,550	–	–	0.01%	189
2025 Q2	$89.8K	Hold	3,550	–	–	0.01%	138
2025 Q1	$83.2K	Hold	3,550	–	–	0.01%	151
2024 Q4	$91.8K	Hold	3,550	–	–	0.02%	144
2024 Q3	$91.4K	Sell	3,550 -160	-4%	-$3.97K	0.02%	142
2024 Q2	$88K	Buy	3,710 +80	+2%	+$1.9K	0.02%	133
2024 Q1	$89.4K	Sell	3,630 -606	-14%	-$14.2K	0.02%	138
2023 Q4	$100K	Hold	4,236	–	–	0.02%	124
2023 Q3	$87.7K	Hold	4,236	–	–	0.02%	120
2023 Q2	$92.8K	Sell	4,236 -264	-6%	-$5.5K	0.02%	111
2023 Q1	$94.3K	Sell	4,500 -8	-0.2%	-$172	0.03%	109
2022 Q4	$91.3K	Sell	4,508 -978	-18%	-$20K	0.03%	118
2022 Q3	$104K	Buy	+5,486	New	+$115K	0.04%	115
2022 Q1	$69K	Sell	2,896 -112	-4%	-$2.64K	0.02%	155
2021 Q4	$77K	Buy	+3,008	New	+$77.8K	0.02%	149

Other funds holding SCHA

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

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

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SJS Investment Consulting's SCHA Position: Q2 2026 in Review

SJS Investment Consulting held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 2,952 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #231.

SJS Investment Consulting first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 604 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

SJS Investment Consulting held 2,952 shares of Schwab U.S Small- Cap ETF worth $107K as of Q2 2026.
SJS Investment Consulting left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #231 holding.
SJS Investment Consulting first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
604 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.