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

Solstein 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	$2.6K	Hold	72	–	–	﹤0.01%	385
2026 Q1	$2.09K	Hold	72	–	–	﹤0.01%	394
2025 Q4	$2.05K	Hold	72	–	–	﹤0.01%	414
2025 Q3	$2.01K	Hold	72	–	–	﹤0.01%	404
2025 Q2	$1.82K	Buy	+72	New	+$1.7K	﹤0.01%	446

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

Solstein Capital's SCHA Position: Q2 2026 in Review

Solstein Capital held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 72 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Solstein Capital first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Solstein Capital held 72 shares of Schwab U.S Small- Cap ETF worth $2.6K as of Q2 2026.
Solstein Capital 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 Solstein Capital's portfolio in Q2 2026, its #385 holding.
Solstein Capital first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Solstein Capital's 13F filing for Q2 2026, filed 13 Aug 2026.