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

Truvestments Capital’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	$69.9K	Buy	+1,934	New	+$63.9K	0.01%	474
2025 Q1	–	Sell	-148	Closed	-$3.83K	–	1133
2024 Q4	$3.83K	Hold	148	–	–	﹤0.01%	738
2024 Q3	$3.81K	Buy	+148	New	+$3.67K	﹤0.01%	718
2022 Q4	–	Sell	-100	Closed	-$2K	–	953
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	569
2022 Q2	$2K	Buy	+100	New	+$2.14K	﹤0.01%	574
2020 Q3	–	Sell	-800	Closed	-$13K	–	502
2020 Q2	$13K	Hold	800	–	–	0.01%	356
2020 Q1	$10K	Buy	+800	New	+$13.6K	0.01%	351

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Truvestments Capital's SCHA Position: Q2 2026 in Review

Truvestments Capital opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 1,934 shares worth $69.9K. The stake represents 0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: Truvestments Capital previously reported a position in SCHA as recently as Q4 2024.

Truvestments Capital first reported a position in SCHA in Q1 2020 and has held it in 7 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Truvestments Capital held 1,934 shares of Schwab U.S Small- Cap ETF worth $69.9K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Truvestments Capital position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Truvestments Capital's portfolio in Q2 2026, its #474 holding.
Truvestments Capital first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 7 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.