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

Stordahl 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	$463K	Hold	12,822	–	–	0.08%	49
2026 Q1	$373K	Hold	12,822	–	–	0.08%	49
2025 Q4	$365K	Hold	12,822	–	–	0.08%	49
2025 Q3	$358K	Hold	12,822	–	–	0.08%	49
2025 Q2	$324K	Hold	12,822	–	–	0.07%	50
2025 Q1	$300K	Sell	12,822 -546	-4%	-$13.9K	0.07%	48
2024 Q4	$346K	Buy	13,368 +540	+4%	+$14.4K	0.08%	46
2024 Q3	$326K	Buy	12,828 +6	+0%	+$149	0.08%	43
2024 Q2	$304K	Hold	12,822	–	–	0.08%	46
2024 Q1	$316K	Hold	12,822	–	–	0.08%	43
2023 Q4	$303K	Buy	+12,822	New	+$270K	0.08%	43
2023 Q3	–	Sell	-9,478	Closed	-$208K	–	56
2023 Q2	$208K	Buy	+9,478	New	+$198K	0.06%	52
2022 Q2	–	Sell	-9,540	Closed	-$226K	–	56
2022 Q1	$226K	Buy	9,540 +128	+1%	+$3.02K	0.08%	51
2021 Q4	$241K	Sell	9,412 -136	-1%	-$3.52K	0.09%	46
2021 Q3	$239K	Hold	9,548	–	–	0.1%	44
2021 Q2	$249K	Hold	9,548	–	–	0.1%	44
2021 Q1	$238K	Sell	9,548 -2,432	-20%	-$59.8K	0.1%	43
2020 Q4	$267K	Hold	11,980	–	–	0.12%	39
2020 Q3	$205K	Sell	11,980 -1,512	-11%	-$26K	0.11%	42
2020 Q2	$220K	Sell	13,492 -30,672	-69%	-$459K	0.12%	39
2020 Q1	$521K	Sell	44,164 -27,644	-38%	-$470K	0.32%	29
2019 Q4	$1.36M	Buy	71,808 +104	+0.1%	+$1.88K	0.55%	23
2019 Q3	$1.25M	Hold	71,704	–	–	0.5%	23
2019 Q2	$1.29M	Buy	71,704 +672	+0.9%	+$11.9K	0.5%	23
2019 Q1	$1.28M	Buy	71,032 +19,136	+37%	+$327K	0.52%	23
2018 Q4	$787K	Buy	+51,896	New	+$877K	0.39%	27

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

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

Stordahl Capital Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 12,822 shares worth $463K. The position accounts for 0.08% of the portfolio, ranked #49.

Stordahl Capital Management first reported a position in SCHA in Q4 2018 and has held it in 26 quarters since. The position peaked at $1.36M in Q4 2019. 264 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Stordahl Capital Management held 12,822 shares of Schwab U.S Small- Cap ETF worth $463K as of Q2 2026.
Stordahl Capital Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.08% of Stordahl Capital Management's portfolio in Q2 2026, its #49 holding.
Stordahl Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 26 quarters since.
Stordahl Capital Management's Schwab U.S Small- Cap ETF position peaked at $1.36M in Q4 2019.
264 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Stordahl Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.