Tucker Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Tucker Asset 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	$109K	Hold	3,022	–	–	0.03%	212
2026 Q1	$87.9K	Hold	3,022	–	–	0.03%	194
2025 Q4	$86.1K	Hold	3,022	–	–	0.03%	221
2025 Q3	$84.3K	Sell	3,022 -372	-11%	-$9.95K	0.03%	161
2025 Q2	$85.9K	Sell	3,394 -2,151	-39%	-$50.9K	0.03%	144
2025 Q1	$130K	Sell	5,545 -637	-10%	-$16.2K	0.04%	123
2024 Q4	$160K	Buy	6,182 +840	+16%	+$22.4K	0.02%	176
2024 Q3	$138K	Buy	5,342 +160	+3%	+$3.97K	0.03%	188
2024 Q2	$123K	Buy	5,182 +168	+3%	+$3.98K	0.03%	220
2024 Q1	$123K	Hold	5,014	–	–	0.03%	238
2023 Q4	$118K	Sell	5,014 -478	-9%	-$10.1K	0.03%	191
2023 Q3	$114K	Buy	5,492 +5,120	+1,376%	+$112K	0.03%	198
2023 Q2	$8.15K	Buy	+372	New	+$7.75K	﹤0.01%	578
2022 Q4	–	Sell	-288	Closed	-$6.03K	–	901
2022 Q3	$6.03K	Buy	+288	New	+$6.02K	﹤0.01%	398

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

Tucker Asset Management's SCHA Position: Q2 2026 in Review

Tucker Asset Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 3,022 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #212.

Tucker Asset Management first reported a position in SCHA in Q3 2022 and has held it in 14 quarters since. The position peaked at $160K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Tucker Asset Management held 3,022 shares of Schwab U.S Small- Cap ETF worth $109K as of Q2 2026.
Tucker Asset Management left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Tucker Asset Management's portfolio in Q2 2026, its #212 holding.
Tucker Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 14 quarters since.
Tucker Asset Management's Schwab U.S Small- Cap ETF position peaked at $160K in Q4 2024.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.