Smith, Moore & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Smith, Moore & Co’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	$577K	Buy	15,979 +2,832	+22%	+$93.6K	0.04%	327
2026 Q1	$382K	Buy	13,147 +3,470	+36%	+$104K	0.03%	380
2025 Q4	$276K	Buy	9,677 +207	+2%	+$5.84K	0.02%	431
2025 Q3	$264K	Buy	9,470 +893	+10%	+$23.9K	0.02%	434
2025 Q2	$217K	Buy	+8,577	New	+$203K	0.02%	471
2025 Q1	–	Sell	-9,519	Closed	-$246K	–	502
2024 Q4	$246K	Buy	+9,519	New	+$253K	0.02%	409

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Smith, Moore & Co's SCHA Position: Q2 2026 in Review

Smith, Moore & Co increased its Schwab U.S Small- Cap ETF (SCHA) stake by 22% in Q2 2026, buying an estimated $93.6K and bringing the position to 15,979 shares worth $577K. The position accounts for 0.04% of the portfolio, ranked #327.

Smith, Moore & Co first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Smith, Moore & Co held 15,979 shares of Schwab U.S Small- Cap ETF worth $577K as of Q2 2026.
Smith, Moore & Co bought 2,832 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $93.6K.
Schwab U.S Small- Cap ETF made up 0.04% of Smith, Moore & Co's portfolio in Q2 2026, its #327 holding.
Smith, Moore & Co first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.