SWS Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SWS Partners’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	$2.41M	Sell	66,673 -2,145	-3%	-$70.9K	0.52%	66
2026 Q1	$2M	Sell	68,818 -2,616	-4%	-$78.4K	0.49%	74
2025 Q4	$2.03M	Sell	71,434 -354	-0.5%	-$10K	0.49%	76
2025 Q3	$2M	Buy	71,788 +774	+1%	+$20.7K	0.49%	73
2025 Q2	$1.8M	Buy	71,014 +1,648	+2%	+$39K	0.48%	76
2025 Q1	$1.63M	Sell	69,366 -1,835	-3%	-$46.8K	0.53%	73
2024 Q4	$1.84M	Buy	71,201 +2,743	+4%	+$73K	0.56%	68
2024 Q3	$1.76M	Sell	68,458 -3,462	-5%	-$86K	0.56%	73
2024 Q2	$1.71M	Sell	71,920 -5,968	-8%	-$141K	0.51%	73
2024 Q1	$1.92M	Buy	77,888 +15,890	+26%	+$372K	0.57%	71
2023 Q4	$1.46M	Buy	61,998 +27,186	+78%	+$573K	0.48%	75
2023 Q3	$721K	Buy	34,812 +5,260	+18%	+$115K	0.27%	91
2023 Q2	$647K	Sell	29,552 -2,922	-9%	-$60.9K	0.23%	95
2023 Q1	$681K	Buy	32,474 +3,674	+13%	+$79K	0.25%	97
2022 Q4	$583K	Buy	28,800 +348	+1%	+$7.13K	0.28%	77
2022 Q3	$538K	Buy	+28,452	New	+$595K	0.25%	92
2021 Q1	–	Sell	-13,200	Closed	-$294K	–	103
2020 Q4	$294K	Sell	13,200 -4,440	-25%	-$88.4K	0.13%	108
2020 Q3	$301K	Buy	+17,640	New	+$304K	0.15%	105
2020 Q2	–	Sell	-32,124	Closed	-$414K	–	100
2020 Q1	$414K	Buy	+32,124	New	+$546K	0.3%	88
2019 Q3	$306K	Hold	16,760	–	–	0.18%	95
2019 Q2	$300K	Buy	+16,760	New	+$296K	0.19%	99
2018 Q4	$263K	Buy	+17,324	New	+$293K	0.2%	88
2018 Q2	–	Sell	-4,704	Closed	-$79K	–	271
2018 Q1	$79K	Buy	4,704 +4,692	+39,100%	+$82.7K	0.06%	105
2017 Q4	$0	Buy	+12	New	+$205	﹤0.01%	404

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

KBFS

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

MAG

Mokosak Advisory Group Urbandale, Iowa $462M AUM 25.98% 1-Year Est. Return

SWS Partners's SCHA Position: Q2 2026 in Review

SWS Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.1% in Q2 2026, selling an estimated $70.9K and leaving 66,673 shares worth $2.41M. The position accounts for 0.52% of the portfolio, ranked #66.

SWS Partners first reported a position in SCHA in Q4 2017 and has held it in 24 quarters since. 825 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

SWS Partners held 66,673 shares of Schwab U.S Small- Cap ETF worth $2.41M as of Q2 2026.
SWS Partners sold 2,145 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $70.9K.
Schwab U.S Small- Cap ETF made up 0.52% of SWS Partners's portfolio in Q2 2026, its #66 holding.
SWS Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 24 quarters since.
825 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.