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

Stewardship 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 		$596K Sell
16,501
-1,447
-8% -$47.8K 0.12% 85
2026
Q1 		$522K Buy
17,948
+253
+1% +$7.58K 0.12% 89
2025
Q4 		$504K Buy
17,695
+26
+0.1% +$734 0.12% 89
2025
Q3 		$493K Sell
17,669
-1,466
-8% -$39.2K 0.12% 88
2025
Q2 		$484K Buy
19,135
+1,231
+7% +$29.1K 0.12% 81
2025
Q1 		$419K Buy
17,904
+2,718
+18% +$69.3K 0.11% 84
2024
Q4 		$393K Buy
15,186
+2,324
+18% +$61.8K 0.11% 102
2024
Q3 		$331K Buy
+12,862
New +$319K 0.09% 94

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 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

Stewardship Advisors's SCHA Position: Q2 2026 in Review

Stewardship Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.1% in Q2 2026, selling an estimated $47.8K and leaving 16,501 shares worth $596K. The position accounts for 0.12% of the portfolio, ranked #85.

Stewardship Advisors first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 702 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Stewardship Advisors held 16,501 shares of Schwab U.S Small- Cap ETF worth $596K as of Q2 2026.
  • Stewardship Advisors sold 1,447 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $47.8K.
  • Schwab U.S Small- Cap ETF made up 0.12% of Stewardship Advisors's portfolio in Q2 2026, its #85 holding.
  • Stewardship Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
  • 702 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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