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

Total 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	$246K	Buy	7,316 +12	+0.2%	+$397	0.03%	71
2026 Q1	$212K	Buy	7,304 +6	+0.1%	+$180	0.02%	79
2025 Q4	$208K	Buy	7,298 +19	+0.3%	+$537	0.03%	80
2025 Q3	$203K	Sell	7,279 -2,099	-22%	-$56.1K	0.03%	77
2025 Q2	$237K	Sell	9,378 -41	-0.4%	-$969	0.03%	63
2025 Q1	$221K	Buy	9,419 +1,272	+16%	+$32.4K	0.03%	65
2024 Q4	$211K	Buy	+8,147	New	+$217K	0.03%	70
2022 Q2	–	Sell	-8,452	Closed	-$200K	–	74
2022 Q1	$200K	Buy	8,452 +120	+1%	+$2.83K	0.04%	67
2021 Q4	$213K	Sell	8,332 -372	-4%	-$9.63K	0.04%	72
2021 Q3	$218K	Buy	8,704 +532	+7%	+$13.5K	0.05%	53
2021 Q2	$213K	Buy	+8,172	New	+$209K	0.04%	55

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

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

RRWA

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

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

Total Investment Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.16% in Q2 2026, buying an estimated $397 and bringing the position to 7,316 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #71.

Total Investment Management first reported a position in SCHA in Q2 2021 and has held it in 11 quarters since. 748 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Total Investment Management held 7,316 shares of Schwab U.S Small- Cap ETF worth $246K as of Q2 2026.
Total Investment Management bought 12 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $397.
Schwab U.S Small- Cap ETF made up 0.03% of Total Investment Management's portfolio in Q2 2026, its #71 holding.
Total Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 11 quarters since.
748 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Total Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.