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Thompson Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Thompson Investment Management’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 		$175K Hold
4,844
– – 0.02% 185
2026
Q1 		$141K Sell
4,844
-830
-15% -$24.9K 0.02% 192
2025
Q4 		$162K Hold
5,674
– – 0.02% 183
2025
Q3 		$158K Buy
5,674
+1,186
+26% +$31.7K 0.02% 184
2025
Q2 		$114K Hold
4,488
– – 0.02% 211
2025
Q1 		$105K Hold
4,488
– – 0.02% 210
2024
Q4 		$116K Buy
4,488
+288
+7% +$7.66K 0.02% 212
2024
Q3 		$108K Hold
4,200
– – 0.02% 197
2024
Q2 		$99.6K Buy
+4,200
New +$99.6K 0.02% 200

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
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
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Thompson Investment Management's SCHA Position: Q2 2026 in Review

Thompson Investment Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 4,844 shares worth $175K. The position accounts for 0.02% of the portfolio, ranked #185.

Thompson Investment Management first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Thompson Investment Management held 4,844 shares of Schwab U.S Small- Cap ETF worth $175K as of Q2 2026.
  • Thompson Investment Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.02% of Thompson Investment Management's portfolio in Q2 2026, its #185 holding.
  • Thompson Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Thompson Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.