Strategic Investment Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Strategic Investment Solutions’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	$1.13M	Buy	31,141 +318	+1%	+$10.5K	0.26%	67
2026 Q1	$896K	Sell	30,823 -66	-0.2%	-$1.98K	0.22%	71
2025 Q4	$880K	Sell	30,889 -580	-2%	-$16.4K	0.21%	70
2025 Q3	$878K	Sell	31,469 -478	-1%	-$12.8K	0.23%	68
2025 Q2	$808K	Sell	31,947 -122	-0.4%	-$2.88K	0.24%	67
2025 Q1	$751K	Sell	32,069 -5,743	-15%	-$146K	0.22%	58
2024 Q4	$978K	Sell	37,812 -374	-1%	-$9.95K	0.33%	50
2024 Q3	$983K	Buy	38,186 +14,094	+59%	+$350K	0.29%	53
2024 Q2	$906K	Buy	+24,092	New	+$571K	0.29%	50
2023 Q4	$940K	Sell	39,812 -1,948,012	-98%	-$41.1M	0.16%	68
2023 Q3	$43.6M	Buy	1,987,824 +1,957,654	+6,489%	+$43M	0.54%	40
2023 Q2	$617K	Sell	30,170 -94	-0.3%	-$1.96K	0.13%	69
2023 Q1	$634K	Buy	30,264 +182	+0.6%	+$3.91K	0.12%	91
2022 Q4	$697K	Buy	+30,082	New	+$616K	0.34%	43

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

Strategic Investment Solutions's SCHA Position: Q2 2026 in Review

Strategic Investment Solutions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q2 2026, buying an estimated $10.5K and bringing the position to 31,141 shares worth $1.13M. The position accounts for 0.26% of the portfolio, ranked #67.

Strategic Investment Solutions first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $43.6M in Q3 2023. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Strategic Investment Solutions held 31,141 shares of Schwab U.S Small- Cap ETF worth $1.13M as of Q2 2026.
Strategic Investment Solutions bought 318 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $10.5K.
Schwab U.S Small- Cap ETF made up 0.26% of Strategic Investment Solutions's portfolio in Q2 2026, its #67 holding.
Strategic Investment Solutions first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Strategic Investment Solutions's Schwab U.S Small- Cap ETF position peaked at $43.6M in Q3 2023.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.