SFS
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Summit Financial Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Summit Financial Strategies’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 		$22.9M Sell
634,987
-105,776
-14% -$3.5M 1.61% 16
2026
Q1 		$21.5M Sell
740,763
-172,061
-19% -$5.16M 1.7% 16
2025
Q4 		$26M Sell
912,824
-85,974
-9% -$2.43M 2.14% 13
2025
Q3 		$27.9M Sell
998,798
-31,452
-3% -$841K 2.39% 13
2025
Q2 		$26.1M Sell
1,030,250
-27,264
-3% -$645K 2.41% 13
2025
Q1 		$24.8M Sell
1,057,514
-36,732
-3% -$936K 2.5% 12
2024
Q4 		$28.3M Sell
1,094,246
-9,786
-0.9% -$260K 3.12% 11
2024
Q3 		$28.4M Buy
1,104,032
+63,430
+6% +$1.57M 3.2% 11
2024
Q2 		$24.7M Buy
1,040,602
+47,950
+5% +$1.14M 3.07% 11
2024
Q1 		$24.4M Buy
992,652
+33,216
+3% +$778K 3.41% 10
2023
Q4 		$22.7M Buy
959,436
+21,176
+2% +$446K 3.46% 9
2023
Q3 		$19.4M Buy
938,260
+17,364
+2% +$381K 3.7% 8
2023
Q2 		$20.2M Buy
920,896
+20,380
+2% +$425K 3.76% 8
2023
Q1 		$18.9M Buy
900,516
+28,272
+3% +$608K 3.72% 9
2022
Q4 		$17.7M Buy
872,244
+24,378
+3% +$500K 3.8% 9
2022
Q3 		$16M Buy
847,866
+67,620
+9% +$1.41M 3.8% 9
2022
Q2 		$15.2M Sell
780,246
-14,180
-2% -$303K 3.56% 10
2022
Q1 		$18.8M Buy
794,426
+32,374
+4% +$764K 3.79% 10
2021
Q4 		$19.5M Buy
762,052
+34,472
+5% +$892K 3.77% 10
2021
Q3 		$18.2M Buy
727,580
+42,692
+6% +$1.08M 3.48% 12
2021
Q2 		$17.8M Buy
684,888
+113,352
+20% +$2.9M 3.53% 12
2021
Q1 		$14.1M Sell
571,536
-36,244
-6% -$891K 5.06% 8
2020
Q4 		$13.5M Sell
607,780
-21,356
-3% -$425K 4.65% 8
2020
Q3 		$10.7M Sell
629,136
-2,388
-0.4% -$41.1K 4.38% 9
2020
Q2 		$10.3M Sell
631,524
-29,840
-5% -$447K 4.59% 9
2020
Q1 		$8.52M Buy
661,364
+56,352
+9% +$958K 4.62% 9
2019
Q4 		$11.4M Buy
605,012
+14,384
+2% +$260K 5.6% 8
2019
Q3 		$10.3M Buy
590,628
+16,668
+3% +$294K 4.95% 9
2019
Q2 		$10.3M Buy
573,960
+30,368
+6% +$537K 4.98% 9
2019
Q1 		$9.5M Buy
543,592
+47,848
+10% +$819K 4.82% 9
2018
Q4 		$7.52M Buy
495,744
+17,476
+4% +$295K 4.22% 10
2018
Q3 		$9.11M Buy
478,268
+10,400
+2% +$198K 4.15% 10
2018
Q2 		$8.61M Buy
467,868
+15,664
+3% +$283K 4.18% 10
2018
Q1 		$7.82M Buy
452,204
+17,580
+4% +$310K 4.05% 11
2017
Q4 		$7.58M Buy
434,624
+14,268
+3% +$244K 3.97% 11
2017
Q3 		$7.08M Buy
420,356
+19,764
+5% +$318K 4.08% 10
2017
Q2 		$6.4M Buy
400,592
+28,312
+8% +$447K 3.86% 10
2017
Q1 		$5.86M Buy
372,280
+1,072
+0.3% +$16.8K 4.29% 9
2016
Q4 		$5.71M Buy
371,208
+10,856
+3% +$160K 3.9% 10
2016
Q3 		$5.18M Buy
360,352
+15,864
+5% +$225K 3.64% 10
2016
Q2 		$4.65M Buy
344,488
+31,312
+10% +$416K 3.45% 10
2016
Q1 		$4.07M Buy
313,176
+40,804
+15% +$494K 2.98% 11
2015
Q4 		$3.55M Buy
272,372
+15,040
+6% +$201K 2.76% 11
2015
Q3 		$3.27M Buy
257,332
+708
+0.3% +$9.75K 2.71% 10
2015
Q2 		$3.69M Buy
256,624
+26,936
+12% +$390K 2.88% 9
2015
Q1 		$3.31M Buy
229,688
+36,912
+19% +$516K 2.66% 9
2014
Q4 		$2.66M Buy
+192,776
New +$2.56M 2.15% 10

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Summit Financial Strategies's SCHA Position: Q2 2026 in Review

Summit Financial Strategies reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 14% in Q2 2026, selling an estimated $3.5M and leaving 634,987 shares worth $22.9M. The position accounts for 1.61% of the portfolio, ranked #16.

Summit Financial Strategies first reported a position in SCHA in Q4 2014 and has held it in 47 quarters since. The position peaked at $28.4M in Q3 2024. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Summit Financial Strategies held 634,987 shares of Schwab U.S Small- Cap ETF worth $22.9M as of Q2 2026.
  • Summit Financial Strategies sold 105,776 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.5M.
  • Schwab U.S Small- Cap ETF made up 1.61% of Summit Financial Strategies's portfolio in Q2 2026, its #16 holding.
  • Summit Financial Strategies first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Strategies's Schwab U.S Small- Cap ETF position peaked at $28.4M in Q3 2024.
  • 959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.