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Squire Investment Management Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Squire Investment Management Company’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 		$262K Buy
7,250
+314
+5% +$10.4K 0.06% 78
2026
Q1 		$202K Buy
+6,936
New +$208K 0.06% 76

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Squire Investment Management Company's SCHA Position: Q2 2026 in Review

Squire Investment Management Company increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.5% in Q2 2026, buying an estimated $10.4K and bringing the position to 7,250 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #78.

Squire Investment Management Company first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Squire Investment Management Company held 7,250 shares of Schwab U.S Small- Cap ETF worth $262K as of Q2 2026.
  • Squire Investment Management Company bought 314 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $10.4K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Squire Investment Management Company's portfolio in Q2 2026, its #78 holding.
  • Squire Investment Management Company first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.