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Towercrest Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Towercrest Capital 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 		$10.6M Sell
294,689
-16,062
-5% -$531K 1.48% 22
2026
Q1 		$9.04M Sell
310,751
-5,215
-2% -$156K 1.41% 23
2025
Q4 		$9M Sell
315,966
-58,345
-16% -$1.65M 1.42% 24
2025
Q3 		$10.4M Sell
374,311
-49,325
-12% -$1.32M 1.68% 21
2025
Q2 		$10.7M Buy
423,636
+41,639
+11% +$984K 1.91% 19
2025
Q1 		$8.95M Sell
381,997
-12,654
-3% -$323K 1.7% 21
2024
Q4 		$10.2M Sell
394,651
-11,111
-3% -$296K 1.65% 21
2024
Q3 		$10.4M Buy
405,762
+18,532
+5% +$460K 1.68% 23
2024
Q2 		$9.19M Sell
387,230
-40,202
-9% -$953K 1.51% 24
2024
Q1 		$10.5M Sell
427,432
-21,980
-5% -$515K 1.78% 21
2023
Q4 		$10.6M Buy
449,412
+8,250
+2% +$174K 1.9% 18
2023
Q3 		$9.14M Sell
441,162
-19,472
-4% -$427K 1.78% 22
2023
Q2 		$10.1M Buy
460,634
+672
+0.1% +$14K 1.88% 21
2023
Q1 		$9.64M Sell
459,962
-1,770
-0.4% -$38K 2.01% 20
2022
Q4 		$9.35M Sell
461,732
-936
-0.2% -$19.2K 2.07% 19
2022
Q3 		$8.74M Buy
462,668
+30,900
+7% +$646K 2.05% 20
2022
Q2 		$8.42M Sell
431,768
-5,292
-1% -$113K 1.88% 23
2022
Q1 		$10.3M Buy
437,060
+4,088
+0.9% +$96.5K 2.02% 21
2021
Q4 		$11.1M Buy
432,972
+18,960
+5% +$491K 2.03% 23
2021
Q3 		$10.4M Buy
414,012
+9,968
+2% +$253K 1.96% 23
2021
Q2 		$10.5M Buy
404,044
+18,768
+5% +$480K 2.04% 21
2021
Q1 		$9.6M Sell
385,276
-2,316
-0.6% -$57K 2.05% 20
2020
Q4 		$8.62M Buy
387,592
+10,108
+3% +$201K 1.94% 20
2020
Q3 		$6.45M Sell
377,484
-32,960
-8% -$567K 1.58% 28
2020
Q2 		$6.71M Buy
410,444
+92,188
+29% +$1.38M 1.75% 24
2020
Q1 		$4.1M Sell
318,256
-27,132
-8% -$461K 1.23% 30
2019
Q4 		$6.53M Buy
345,388
+17,380
+5% +$314K 1.67% 25
2019
Q3 		$5.72M Buy
328,008
+6,180
+2% +$109K 1.59% 25
2019
Q2 		$5.75M Buy
321,828
+7,960
+3% +$141K 1.63% 25
2019
Q1 		$5.49M Buy
313,868
+42,396
+16% +$725K 1.58% 27
2018
Q4 		$4.12M Sell
271,472
-8,216
-3% -$139K 1.32% 31
2018
Q3 		$5.33M Buy
279,688
+19,152
+7% +$365K 1.57% 29
2018
Q2 		$4.79M Buy
+260,536
New +$4.71M 1.51% 29

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Towercrest Capital Management's SCHA Position: Q2 2026 in Review

Towercrest Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.2% in Q2 2026, selling an estimated $531K and leaving 294,689 shares worth $10.6M. The position accounts for 1.48% of the portfolio, ranked #22.

Towercrest Capital Management first reported a position in SCHA in Q2 2018 and has held it in 33 quarters since. The position peaked at $11.1M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Towercrest Capital Management held 294,689 shares of Schwab U.S Small- Cap ETF worth $10.6M as of Q2 2026.
  • Towercrest Capital Management sold 16,062 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $531K.
  • Schwab U.S Small- Cap ETF made up 1.48% of Towercrest Capital Management's portfolio in Q2 2026, its #22 holding.
  • Towercrest Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 33 quarters since.
  • Towercrest Capital Management's Schwab U.S Small- Cap ETF position peaked at $11.1M in Q4 2021.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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