TCI Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TCI Wealth 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	$484K	Buy	13,384 +1,817	+16%	+$60K	0.02%	160
2026 Q1	$336K	Buy	11,567 +108	+0.9%	+$3.24K	0.02%	180
2025 Q4	$326K	Sell	11,459 -3,413	-23%	-$96.4K	0.02%	182
2025 Q3	$415K	Buy	14,872 +581	+4%	+$15.5K	0.02%	165
2025 Q2	$362K	Buy	14,291 +990	+7%	+$23.4K	0.02%	172
2025 Q1	$312K	Sell	13,301 -218	-2%	-$5.56K	0.02%	167
2024 Q4	$350K	Buy	13,519 +79	+0.6%	+$2.1K	0.03%	156
2024 Q3	$346K	Buy	13,440 +684	+5%	+$17K	0.03%	163
2024 Q2	$303K	Buy	12,756 +510	+4%	+$12.1K	0.03%	176
2024 Q1	$301K	Buy	+12,246	New	+$287K	0.03%	170
2023 Q2	–	Sell	-4,088	Closed	-$85.7K	–	1860
2023 Q1	$85.7K	Sell	4,088 -1,028	-20%	-$22.1K	0.01%	304
2022 Q4	$104K	Buy	5,116 +798	+18%	+$16.4K	0.01%	256
2022 Q3	$82K	Buy	4,318 +6	+0.1%	+$125	0.01%	276
2022 Q2	$84K	Buy	4,312 +1,836	+74%	+$39.2K	0.01%	274
2022 Q1	$59K	Sell	2,476 -4,380	-64%	-$103K	0.01%	367
2021 Q4	$176K	Buy	6,856 +4,240	+162%	+$110K	0.03%	191
2021 Q3	$65K	Buy	2,616 +344	+15%	+$8.73K	0.01%	365
2021 Q2	$59K	Sell	2,272 -860	-27%	-$22K	0.01%	362
2021 Q1	$78K	Buy	3,132 +360	+13%	+$8.85K	0.03%	283
2020 Q4	$62K	Hold	2,772	–	–	0.03%	302
2020 Q3	$47K	Hold	2,772	–	–	0.02%	317
2020 Q2	$45K	Hold	2,772	–	–	0.02%	325
2020 Q1	$36K	Sell	2,772 -9,804	-78%	-$167K	0.02%	355
2019 Q4	$238K	Hold	12,576	–	–	0.09%	154
2019 Q3	$219K	Sell	12,576 -11,568	-48%	-$204K	0.1%	136
2019 Q2	$431K	Buy	24,144 +6,560	+37%	+$116K	0.19%	94
2019 Q1	$307K	Buy	17,584 +11,508	+189%	+$197K	0.14%	112
2018 Q4	$92K	Buy	6,076 +2,856	+89%	+$48.3K	0.04%	226
2018 Q3	$61K	Sell	3,220 -424	-12%	-$8.09K	0.03%	304
2018 Q2	$67K	Buy	3,644 +148	+4%	+$2.68K	0.03%	280
2018 Q1	$60K	Buy	3,496 +280	+9%	+$4.94K	0.03%	301
2017 Q4	$56K	Sell	3,216 -1,052	-25%	-$18K	0.02%	322
2017 Q3	$72K	Sell	4,268 -1,264	-23%	-$20.3K	0.04%	262
2017 Q2	$88K	Buy	5,532 +1,268	+30%	+$20K	0.04%	217
2017 Q1	$67K	Hold	4,264	–	–	0.04%	263
2016 Q4	$66K	Buy	4,264 +4	+0.1%	+$59	0.03%	288
2016 Q3	$61K	Hold	4,260	–	–	0.03%	282
2016 Q2	$58K	Hold	4,260	–	–	0.03%	286
2016 Q1	$55K	Sell	4,260 -7,816	-65%	-$94.7K	0.03%	293
2015 Q4	$157K	Hold	12,076	–	–	0.09%	158
2015 Q3	$153K	Sell	12,076 -332	-3%	-$4.57K	0.09%	151
2015 Q2	$178K	Hold	12,408	–	–	0.1%	141
2015 Q1	$179K	Buy	12,408 +11,980	+2,799%	+$167K	0.11%	124
2014 Q4	$6K	Buy	428 +4	+0.9%	+$53	﹤0.01%	528
2014 Q3	$5K	Hold	424	–	–	﹤0.01%	572
2014 Q2	$6K	Buy	424 +4	+1%	+$53	﹤0.01%	558
2014 Q1	$6K	Hold	420	–	–	﹤0.01%	523
2013 Q4	$6K	Hold	420	–	–	﹤0.01%	521
2013 Q3	$5K	Buy	420 +4	+1%	+$47	﹤0.01%	490
2013 Q2	$5K	Buy	+416	New	+$4.51K	﹤0.01%	461

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

TCI Wealth Advisors's SCHA Position: Q2 2026 in Review

TCI Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q2 2026, buying an estimated $60K and bringing the position to 13,384 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #160.

TCI Wealth Advisors first reported a position in SCHA in Q2 2013 and has held it in 50 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

TCI Wealth Advisors held 13,384 shares of Schwab U.S Small- Cap ETF worth $484K as of Q2 2026.
TCI Wealth Advisors bought 1,817 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $60K.
Schwab U.S Small- Cap ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q2 2026, its #160 holding.
TCI Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 50 quarters since.
708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.