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Venture Visionary Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Venture Visionary Partners’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 		$2.37M Sell
65,582
-6,869
-9% -$227K 0.07% 226
2026
Q1 		$2.11M Sell
72,451
-65
-0.1% -$1.95K 0.07% 217
2025
Q4 		$2.07M Buy
72,516
+1,117
+2% +$31.5K 0.07% 219
2025
Q3 		$1.99M Sell
71,399
-111
-0.2% -$2.97K 0.07% 213
2025
Q2 		$1.81M Buy
71,510
+694
+1% +$16.4K 0.07% 212
2025
Q1 		$1.66M Buy
70,816
+1,383
+2% +$35.3K 0.07% 216
2024
Q4 		$1.8M Sell
69,433
-161
-0.2% -$4.28K 0.08% 199
2024
Q3 		$1.79M Sell
69,594
-680
-1% -$16.9K 0.08% 204
2024
Q2 		$1.67M Sell
70,274
-12
-0% -$284 0.08% 216
2024
Q1 		$1.73M Sell
70,286
-124
-0.2% -$2.9K 0.08% 205
2023
Q4 		$1.66M Buy
70,410
+51,756
+277% +$1.09M 0.09% 199
2023
Q3 		$387K Sell
18,654
-348
-2% -$7.64K 0.02% 375
2023
Q2 		$416K Sell
19,002
-88
-0.5% -$1.83K 0.02% 372
2023
Q1 		$400K Sell
19,090
-248
-1% -$5.33K 0.03% 365
2022
Q4 		$392K Buy
19,338
+72
+0.4% +$1.48K 0.03% 353
2022
Q3 		$364K Buy
19,266
+50
+0.3% +$1.05K 0.03% 344
2022
Q2 		$375K Sell
19,216
-92
-0.5% -$1.97K 0.03% 342
2022
Q1 		$457K Sell
19,308
-488
-2% -$11.5K 0.03% 336
2021
Q4 		$506K Buy
19,796
+68
+0.3% +$1.76K 0.03% 327
2021
Q3 		$493K Sell
19,728
-440
-2% -$11.2K 0.04% 327
2021
Q2 		$525K Sell
20,168
-1,776
-8% -$45.4K 0.04% 302
2021
Q1 		$546K Sell
21,944
-3,524
-14% -$86.7K 0.05% 287
2020
Q4 		$566K Buy
+25,468
New +$507K 0.06% 218

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

Venture Visionary Partners's SCHA Position: Q2 2026 in Review

Venture Visionary Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.5% in Q2 2026, selling an estimated $227K and leaving 65,582 shares worth $2.37M. The position accounts for 0.07% of the portfolio, ranked #226.

Venture Visionary Partners first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Venture Visionary Partners held 65,582 shares of Schwab U.S Small- Cap ETF worth $2.37M as of Q2 2026.
  • Venture Visionary Partners sold 6,869 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $227K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Venture Visionary Partners's portfolio in Q2 2026, its #226 holding.
  • Venture Visionary Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.