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

Summit Place Financial Advisors’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	$2.03M	Sell	56,260 -550	-1%	-$18.2K	0.89%	46
2026 Q1	$1.65M	Buy	56,810 +3,175	+6%	+$95.2K	0.79%	51
2025 Q4	$1.53M	Sell	53,635 -40	-0.1%	-$1.13K	0.74%	51
2025 Q3	$1.5M	Hold	53,675	–	–	0.71%	50
2025 Q2	$1.36M	Sell	53,675 -75	-0.1%	-$1.77K	0.68%	52
2025 Q1	$1.26M	Buy	53,750 +3,300	+7%	+$84.1K	0.71%	48
2024 Q4	$1.3M	Buy	50,450 +100	+0.2%	+$2.66K	0.74%	50
2024 Q3	$1.3M	Sell	50,350 -1,190	-2%	-$29.5K	0.72%	49
2024 Q2	$1.22M	Sell	51,540 -2,700	-5%	-$64K	0.72%	48
2024 Q1	$1.34M	Sell	54,240 -10,140	-16%	-$238K	0.78%	49
2023 Q4	$1.52M	Buy	64,380 +8,690	+16%	+$183K	0.99%	46
2023 Q3	$1.15M	Sell	55,690 -12,280	-18%	-$269K	0.82%	49
2023 Q2	$1.49M	Sell	67,970 -1,140	-2%	-$23.8K	0.96%	47
2023 Q1	$1.45M	Buy	69,110 +2,726	+4%	+$58.6K	1.03%	42
2022 Q4	$1.34M	Buy	66,384 +16,550	+33%	+$339K	1.11%	42
2022 Q3	$942K	Sell	49,834 -4,480	-8%	-$93.7K	0.88%	44
2022 Q2	$1.06M	Sell	54,314 -55,724	-51%	-$1.19M	0.89%	46
2022 Q1	$2.61M	Buy	110,038 +12,754	+13%	+$301K	1.75%	10
2021 Q4	$2.49M	Buy	97,284 +1,460	+2%	+$37.8K	1.72%	14
2021 Q3	$2.4M	Buy	95,824 +15,092	+19%	+$383K	1.75%	12
2021 Q2	$2.1M	Buy	80,732 +20,608	+34%	+$527K	1.55%	30
2021 Q1	$1.5M	Buy	60,124 +35,368	+143%	+$870K	1.21%	39
2020 Q4	$551K	Buy	+24,756	New	+$493K	0.48%	64
2020 Q1	–	Sell	-267,708	Closed	-$5.06M	–	50
2019 Q4	$5.06M	Buy	+267,708	New	+$4.84M	8.01%	1

Other funds holding SCHA

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

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

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

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Summit Place Financial Advisors's SCHA Position: Q2 2026 in Review

Summit Place Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.97% in Q2 2026, selling an estimated $18.2K and leaving 56,260 shares worth $2.03M. The position accounts for 0.89% of the portfolio, ranked #46.

Summit Place Financial Advisors first reported a position in SCHA in Q4 2019 and has held it in 24 quarters since. The position peaked at $5.06M in Q4 2019. 635 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Summit Place Financial Advisors held 56,260 shares of Schwab U.S Small- Cap ETF worth $2.03M as of Q2 2026.
Summit Place Financial Advisors sold 550 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $18.2K.
Schwab U.S Small- Cap ETF made up 0.89% of Summit Place Financial Advisors's portfolio in Q2 2026, its #46 holding.
Summit Place Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 24 quarters since.
Summit Place Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $5.06M in Q4 2019.
635 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.