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

Twele 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	$1.09M	Sell	30,132 -1,075	-3%	-$35.5K	0.18%	27
2026 Q1	$908K	Sell	31,207 -84	-0.3%	-$2.52K	0.16%	29
2025 Q4	$891K	Sell	31,291 -275	-0.9%	-$7.77K	0.16%	29
2025 Q3	$881K	Sell	31,566 -423	-1%	-$11.3K	0.16%	27
2025 Q2	$809K	Buy	31,989 +840	+3%	+$19.9K	0.16%	28
2025 Q1	$730K	Buy	31,149 +132	+0.4%	+$3.37K	0.15%	28
2024 Q4	$802K	Buy	31,017 +739	+2%	+$19.7K	0.17%	27
2024 Q3	$780K	Sell	30,278 -472	-2%	-$11.7K	0.16%	27
2024 Q2	$730K	Sell	30,750 -406	-1%	-$9.62K	0.17%	26
2024 Q1	$767K	Sell	31,156 -222	-0.7%	-$5.2K	0.17%	26
2023 Q4	$741K	Sell	31,378 -4,792	-13%	-$101K	0.12%	31
2023 Q3	$749K	Sell	36,170 -100	-0.3%	-$2.19K	0.13%	30
2023 Q2	$794K	Buy	36,270 +376	+1%	+$7.84K	0.13%	29
2023 Q1	$753K	Sell	35,894 -2,546	-7%	-$54.7K	0.12%	32
2022 Q4	$779K	Sell	38,440 -1,568	-4%	-$32.1K	0.13%	32
2022 Q3	$756K	Buy	40,008 +766	+2%	+$16K	0.13%	31
2022 Q2	$765K	Buy	39,242 +270	+0.7%	+$5.77K	0.12%	34
2022 Q1	$923K	Sell	38,972 -632	-2%	-$14.9K	0.13%	33
2021 Q4	$1.01M	Buy	39,604 +136	+0.3%	+$3.52K	0.13%	33
2021 Q3	$988K	Buy	39,468 +296	+0.8%	+$7.52K	0.13%	33
2021 Q2	$1.02M	Sell	39,172 -2,160	-5%	-$55.2K	0.16%	33
2021 Q1	$1.03M	Sell	41,332 -2,540	-6%	-$62.5K	0.16%	34
2020 Q4	$976K	Sell	43,872 -3,196	-7%	-$63.6K	0.18%	32
2020 Q3	$804K	Hold	47,068	–	–	0.16%	34
2020 Q2	$769K	Buy	47,068 +576	+1%	+$8.63K	0.15%	33
2020 Q1	$599K	Buy	46,492 +5,108	+12%	+$86.8K	0.13%	38
2019 Q4	$783K	Buy	41,384 +1,624	+4%	+$29.4K	0.15%	35
2019 Q3	$693K	Buy	39,760 +776	+2%	+$13.7K	0.14%	35
2019 Q2	$697K	Buy	38,984 +996	+3%	+$17.6K	0.14%	33
2019 Q1	$664K	Buy	37,988 +2,984	+9%	+$51.1K	0.15%	33
2018 Q4	$531K	Buy	35,004 +2,504	+8%	+$42.3K	0.12%	34
2018 Q3	$619K	Sell	32,500 -620	-2%	-$11.8K	0.14%	34
2018 Q2	$609K	Buy	33,120 +1,076	+3%	+$19.5K	0.14%	32
2018 Q1	$554K	Buy	32,044 +1,040	+3%	+$18.3K	0.13%	34
2017 Q4	$541K	Buy	31,004 +328	+1%	+$5.62K	0.12%	33
2017 Q3	$517K	Sell	30,676 -72	-0.2%	-$1.16K	0.12%	32
2017 Q2	$491K	Buy	30,748 +480	+2%	+$7.58K	0.12%	32
2017 Q1	$477K	Buy	30,268 +540	+2%	+$8.46K	0.12%	33
2016 Q4	$457K	Buy	29,728 +72	+0.2%	+$1.06K	0.12%	34
2016 Q3	$427K	Buy	29,656 +1,380	+5%	+$19.6K	0.12%	34
2016 Q2	$382K	Buy	28,276 +812	+3%	+$10.8K	0.11%	34
2016 Q1	$357K	Buy	27,464 +1,608	+6%	+$19.5K	0.1%	37
2015 Q4	$337K	Sell	25,856 -20,024	-44%	-$267K	0.1%	46
2015 Q3	$583K	Buy	45,880 +4,904	+12%	+$67.5K	0.17%	49
2015 Q2	$589K	Buy	40,976 +2,728	+7%	+$39.5K	0.17%	49
2015 Q1	$551K	Buy	38,248 +3,348	+10%	+$46.8K	0.16%	52
2014 Q4	$481K	Hold	34,900	–	–	0.14%	53
2014 Q3	$448K	Sell	34,900 -772	-2%	-$10.3K	0.13%	55
2014 Q2	$489K	Hold	35,672	–	–	0.15%	53
2014 Q1	$478K	Buy	35,672 +2,472	+7%	+$32.7K	0.14%	57
2013 Q4	$436K	Buy	+33,200	New	+$417K	0.14%	57

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

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

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

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

Twele Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.4% in Q2 2026, selling an estimated $35.5K and leaving 30,132 shares worth $1.09M. The position accounts for 0.18% of the portfolio, ranked #27.

Twele Capital Management first reported a position in SCHA in Q4 2013 and has held it in 51 quarters since. 271 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Twele Capital Management held 30,132 shares of Schwab U.S Small- Cap ETF worth $1.09M as of Q2 2026.
Twele Capital Management sold 1,075 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $35.5K.
Schwab U.S Small- Cap ETF made up 0.18% of Twele Capital Management's portfolio in Q2 2026, its #27 holding.
Twele Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 51 quarters since.
271 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Twele Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.