SIM
SCHA icon

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

Studio Investment 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
2025
Q2 		– Sell
-1,945
Closed -$45.6K – 281
2025
Q1 		$45.6K Hold
1,945
– – 0.01% 207
2024
Q4 		$50.3K Sell
1,945
-1
-0.1% -$27 0.01% 197
2024
Q3 		$50.1K Hold
1,946
– – 0.01% 193
2024
Q2 		$46.5K Buy
1,946
+1,898
+3,954% +$45K 0.01% 182
2024
Q1 		$1.18K Buy
+48
New +$1.13K ﹤0.01% 254

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Studio Investment Management's SCHA Position: Q2 2025 in Review

Studio Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 1,945 shares — an estimated $45.6K sold.

Studio Investment Management first reported a position in SCHA in Q1 2024 and held it in 5 quarters. The position peaked at $50.3K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Studio Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Studio Investment Management sold 1,945 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $45.6K.
  • Studio Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and held it in 5 quarters.
  • Studio Investment Management's Schwab U.S Small- Cap ETF position peaked at $50.3K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Studio Investment Management's 13F filing for Q2 2025, filed 30 Jul 2025.