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Valley Forge Investment Consultants’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Valley Forge Investment Consultants’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 		$6.95M Sell
192,486
-3,310
-2% -$109K 1.79% 9
2026
Q1 		$5.69M Sell
195,796
-2,740
-1% -$82.1K 1.71% 9
2025
Q4 		$5.65M Buy
198,536
+2,882
+1% +$81.4K 1.64% 10
2025
Q3 		$5.46M Sell
195,654
-1,993
-1% -$53.3K 1.6% 10
2025
Q2 		$5M Buy
197,647
+11,707
+6% +$277K 1.6% 11
2025
Q1 		$4.36M Sell
185,940
-72,630
-28% -$1.85M 1.55% 10
2024
Q4 		$6.69M Sell
258,570
-21,880
-8% -$582K 2.3% 8
2024
Q3 		$7.22M Buy
280,450
+1,694
+0.6% +$42.1K 2.52% 8
2024
Q2 		$6.61M Sell
278,756
-2,154
-0.8% -$51.1K 2.5% 8
2024
Q1 		$6.92M Buy
280,910
+7,100
+3% +$166K 2.7% 8
2023
Q4 		$6.47M Sell
273,810
-36,234
-12% -$764K 2.88% 7
2023
Q3 		$6.42M Buy
310,044
+12,308
+4% +$270K 2.93% 8
2023
Q2 		$6.52M Sell
297,736
-2,728
-0.9% -$56.9K 3.21% 8
2023
Q1 		$6.3M Sell
300,464
-13,194
-4% -$284K 3.26% 8
2022
Q4 		$6.35M Buy
313,658
+31,664
+11% +$649K 3.35% 8
2022
Q3 		$5.33M Buy
281,994
+2,918
+1% +$61K 2.93% 7
2022
Q2 		$5.44M Buy
279,076
+2,336
+0.8% +$49.9K 2.71% 7
2022
Q1 		$6.55M Buy
276,740
+52,832
+24% +$1.25M 2.7% 7
2021
Q4 		$5.73M Buy
223,908
+2,508
+1% +$64.9K 2.54% 9
2021
Q3 		$5.54M Buy
221,400
+31,876
+17% +$809K 2.98% 8
2021
Q2 		$4.94M Buy
189,524
+62,708
+49% +$1.6M 2.67% 8
2021
Q1 		$3.16M Buy
126,816
+1,920
+2% +$47.2K 2.16% 9
2020
Q4 		$2.78M Buy
+124,896
New +$2.49M 2.42% 11

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

Valley Forge Investment Consultants's SCHA Position: Q2 2026 in Review

Valley Forge Investment Consultants reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q2 2026, selling an estimated $109K and leaving 192,486 shares worth $6.95M. The position accounts for 1.79% of the portfolio, ranked #9.

Valley Forge Investment Consultants first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.22M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Valley Forge Investment Consultants held 192,486 shares of Schwab U.S Small- Cap ETF worth $6.95M as of Q2 2026.
  • Valley Forge Investment Consultants sold 3,310 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $109K.
  • Schwab U.S Small- Cap ETF made up 1.79% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #9 holding.
  • Valley Forge Investment Consultants first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Valley Forge Investment Consultants's Schwab U.S Small- Cap ETF position peaked at $7.22M in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.