VC
SCHA icon

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

Veery 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 		$331K Sell
9,158
-64
-0.7% -$2.12K 0.09% 70
2026
Q1 		$268K Sell
9,222
-3,073
-25% -$92.1K 0.08% 73
2025
Q4 		$350K Buy
12,295
+2,949
+32% +$83.3K 0.11% 58
2025
Q3 		$261K Sell
9,346
-587
-6% -$15.7K 0.08% 75
2025
Q2 		$251K Sell
9,933
-2,319
-19% -$54.8K 0.09% 74
2025
Q1 		$287K Sell
12,252
-5,450
-31% -$139K 0.11% 57
2024
Q4 		$458K Sell
17,702
-77,310
-81% -$2.06M 0.18% 49
2024
Q3 		$2.45M Sell
95,012
-186,850
-66% -$4.64M 0.92% 18
2024
Q2 		$6.69M Sell
281,862
-7,180
-2% -$170K 2.71% 10
2024
Q1 		$7.12M Buy
289,042
+15,208
+6% +$356K 2.92% 9
2023
Q4 		$6.47M Buy
273,834
+6,254
+2% +$132K 2.9% 9
2023
Q3 		$5.54M Buy
267,580
+10,964
+4% +$241K 2.7% 9
2023
Q2 		$5.62M Buy
256,616
+21,762
+9% +$454K 2.65% 9
2023
Q1 		$4.92M Buy
234,854
+30,340
+15% +$652K 2.63% 9
2022
Q4 		$4.14M Buy
204,514
+17,666
+9% +$362K 2.45% 9
2022
Q3 		$3.53M Buy
186,848
+10,258
+6% +$215K 2.26% 10
2022
Q2 		$3.44M Buy
176,590
+3,232
+2% +$69.1K 2.12% 10
2022
Q1 		$4.11M Sell
173,358
-29,070
-14% -$686K 2.27% 10
2021
Q4 		$5.18M Buy
202,428
+40,652
+25% +$1.05M 2.72% 9
2021
Q3 		$4.05M Buy
161,776
+4,104
+3% +$104K 2.3% 10
2021
Q2 		$4.11M Buy
157,672
+5,760
+4% +$147K 2.39% 10
2021
Q1 		$3.79M Sell
151,912
-41,188
-21% -$1.01M 2.39% 10
2020
Q4 		$4.3M Buy
+193,100
New +$3.84M 2.9% 10

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
JF
Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

Veery Capital's SCHA Position: Q2 2026 in Review

Veery Capital reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.69% in Q2 2026, selling an estimated $2.12K and leaving 9,158 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #70.

Veery Capital first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. The position peaked at $7.12M in Q1 2024. 272 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Veery Capital held 9,158 shares of Schwab U.S Small- Cap ETF worth $331K as of Q2 2026.
  • Veery Capital sold 64 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.12K.
  • Schwab U.S Small- Cap ETF made up 0.09% of Veery Capital's portfolio in Q2 2026, its #70 holding.
  • Veery Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • Veery Capital's Schwab U.S Small- Cap ETF position peaked at $7.12M in Q1 2024.
  • 272 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Veery Capital's 13F filing for Q2 2026, filed 9 Jul 2026.