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

Summit Financial’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 		$3.97M Buy
110,006
+8,717
+9% +$288K 0.04% 409
2026
Q1 		$2.95M Buy
101,289
+698
+0.7% +$20.9K 0.04% 464
2025
Q4 		$2.86M Sell
100,591
-1,256
-1% -$35.5K 0.04% 394
2025
Q3 		$2.84M Buy
101,847
+4,025
+4% +$108K 0.04% 389
2025
Q2 		$2.47M Buy
97,822
+28,509
+41% +$674K 0.06% 261
2025
Q1 		$1.62M Buy
69,313
+1,046
+2% +$26.7K 0.05% 291
2024
Q4 		$1.77M Buy
68,267
+24,567
+56% +$654K 0.06% 234
2024
Q3 		$1.13M Buy
43,700
+3,248
+8% +$80.6K 0.04% 237
2024
Q2 		$963K Buy
40,452
+24,710
+157% +$586K 0.04% 234
2024
Q1 		$388K Sell
15,742
-4,844
-24% -$113K 0.02% 290
2023
Q4 		$486K Sell
20,586
-56
-0.3% -$1.18K 0.03% 246
2023
Q3 		$427K Hold
20,642
– – 0.03% 253
2023
Q2 		$452K Buy
20,642
+8,432
+69% +$176K 0.03% 238
2023
Q1 		$256K Buy
12,210
+86
+0.7% +$1.85K 0.02% 223
2022
Q4 		$246K Hold
12,124
– – 0.02% 220
2022
Q3 		$229K Sell
12,124
-216
-2% -$4.52K 0.02% 230
2022
Q2 		$241K Buy
12,340
+178
+1% +$3.81K 0.02% 215
2022
Q1 		$288K Buy
12,162
+102
+0.8% +$2.41K 0.02% 219
2021
Q4 		$309K Buy
12,060
+84
+0.7% +$2.17K 0.02% 211
2021
Q3 		$300K Hold
11,976
– – 0.03% 186
2021
Q2 		$312K Sell
11,976
-592
-5% -$15.1K 0.03% 126
2021
Q1 		$313K Sell
12,568
-440
-3% -$10.8K 0.04% 48
2020
Q4 		$289K Sell
13,008
-7,404
-36% -$147K 0.04% 46
2020
Q3 		$349K Sell
20,412
-12,020
-37% -$207K 0.06% 30
2020
Q2 		$530K Sell
32,432
-5,944
-15% -$89K 0.09% 26
2020
Q1 		$494K Buy
38,376
+392
+1% +$6.66K 0.11% 26
2019
Q4 		$718K Buy
+37,984
New +$687K 0.12% 24
2019
Q3 		– Sell
-30,256
Closed -$542K – 35
2019
Q2 		$542K Buy
30,256
+1,268
+4% +$22.4K 0.09% 35
2019
Q1 		$507K Buy
28,988
+2,764
+11% +$47.3K 0.09% 37
2018
Q4 		$398K Buy
+26,224
New +$443K 0.08% 39

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Summit Financial's SCHA Position: Q2 2026 in Review

Summit Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.6% in Q2 2026, buying an estimated $288K and bringing the position to 110,006 shares worth $3.97M. The position accounts for 0.04% of the portfolio, ranked #409.

Summit Financial first reported a position in SCHA in Q4 2018 and has held it in 30 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Summit Financial held 110,006 shares of Schwab U.S Small- Cap ETF worth $3.97M as of Q2 2026.
  • Summit Financial bought 8,717 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $288K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #409 holding.
  • Summit Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.