SCM
SCHA icon

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

Steele Capital Management’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 		$82.2M Buy
2,273,743
+11,657
+0.5% +$385K 3.03% 13
2026
Q1 		$65.8M Sell
2,262,086
-11,484
-0.5% -$344K 2.73% 13
2025
Q4 		$64.8M Buy
2,273,570
+15,150
+0.7% +$428K 2.78% 12
2025
Q3 		$63.1M Sell
2,258,420
-21,327
-0.9% -$570K 2.8% 12
2025
Q2 		$57.7M Buy
2,279,747
+656,386
+40% +$15.5M 2.77% 14
2025
Q1 		$38.1M Buy
1,623,361
+16,100
+1% +$410K 1.98% 14
2024
Q4 		$41.6M Buy
1,607,261
+6,435
+0.4% +$171K 2.16% 14
2024
Q3 		$41.3M Buy
1,600,826
+164,732
+11% +$4.09M 2.16% 14
2024
Q2 		$34.2M Sell
1,436,094
-4,226
-0.3% -$100K 1.91% 14
2024
Q1 		$35.5M Sell
1,440,320
-10,942
-0.8% -$256K 2.04% 14
2023
Q4 		$34.3M Buy
+1,451,262
New +$30.6M 2.23% 14

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
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

Steele Capital Management's SCHA Position: Q2 2026 in Review

Steele Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.52% in Q2 2026, buying an estimated $385K and bringing the position to 2,273,743 shares worth $82.2M. The position accounts for 3.03% of the portfolio, ranked #13.

Steele Capital Management first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Steele Capital Management held 2,273,743 shares of Schwab U.S Small- Cap ETF worth $82.2M as of Q2 2026.
  • Steele Capital Management bought 11,657 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $385K.
  • Schwab U.S Small- Cap ETF made up 3.03% of Steele Capital Management's portfolio in Q2 2026, its #13 holding.
  • Steele Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Steele Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.