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Vanguard Capital Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Vanguard Capital Wealth Advisors’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 		$205K Buy
+5,680
New +$188K 0.14% 120
2025
Q2 		– Sell
-10,355
Closed -$243K – 131
2025
Q1 		$243K Sell
10,355
-20,259
-66% -$516K 0.3% 79
2024
Q4 		$792K Buy
30,614
+3,978
+15% +$106K 0.86% 21
2024
Q3 		$686K Buy
+26,636
New +$661K 0.72% 32

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
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
RRWA
Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SCHA Position: Q2 2026 in Review

Vanguard Capital Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 5,680 shares worth $205K. The stake represents 0.14% of the portfolio and ranks #120 among its holdings. This is a return to the name: Vanguard Capital Wealth Advisors previously reported a position in SCHA as recently as Q1 2025.

Vanguard Capital Wealth Advisors first reported a position in SCHA in Q3 2024 and has held it in 4 quarters since. The position peaked at $792K in Q4 2024. 500 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Vanguard Capital Wealth Advisors held 5,680 shares of Schwab U.S Small- Cap ETF worth $205K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Vanguard Capital Wealth Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.14% of Vanguard Capital Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Vanguard Capital Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 4 quarters since.
  • Vanguard Capital Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $792K in Q4 2024.
  • 500 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.