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

Skyline 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 		$236K Buy
+6,527
New +$216K 0.07% 114
2025
Q2 		– Sell
-13,830
Closed -$324K – 98
2025
Q1 		$324K Buy
13,830
+796
+6% +$20.3K 0.13% 66
2024
Q4 		$337K Sell
13,034
-2,342
-15% -$62.3K 0.13% 65
2024
Q3 		$396K Buy
15,376
+84
+0.5% +$2.09K 0.16% 57
2024
Q2 		$363K Sell
15,292
-32
-0.2% -$758 0.16% 58
2024
Q1 		$377K Sell
15,324
-460
-3% -$10.8K 0.17% 54
2023
Q4 		$373K Buy
+15,784
New +$333K 0.18% 49

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Skyline Advisors's SCHA Position: Q2 2026 in Review

Skyline Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,527 shares worth $236K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings. This is a return to the name: Skyline Advisors previously reported a position in SCHA as recently as Q1 2025.

Skyline Advisors first reported a position in SCHA in Q4 2023 and has held it in 7 quarters since. The position peaked at $396K in Q3 2024. 305 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Skyline Advisors held 6,527 shares of Schwab U.S Small- Cap ETF worth $236K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Skyline Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.07% of Skyline Advisors's portfolio in Q2 2026, its #114 holding.
  • Skyline Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 7 quarters since.
  • Skyline Advisors's Schwab U.S Small- Cap ETF position peaked at $396K in Q3 2024.
  • 305 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.