Victrix Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Victrix Investment 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	–	Sell	-247,727	Closed	-$7.2M	–	91
2026 Q1	$7.2M	Buy	247,727 +12,499	+5%	+$375K	2.62%	10
2025 Q4	$6.7M	Buy	+235,228	New	+$6.64M	2.59%	8
2025 Q3	–	Sell	-220,297	Closed	-$5.57M	–	86
2025 Q2	$5.57M	Sell	220,297 -7,245	-3%	-$171K	2.47%	9
2025 Q1	$5.14M	Buy	+227,542	New	+$5.8M	2.7%	9

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 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

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

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

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

Victrix Investment Advisors's SCHA Position: Q2 2026 in Review

Victrix Investment Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 247,727 shares — an estimated $7.2M sold.

Victrix Investment Advisors first reported a position in SCHA in Q1 2025 and held it in 4 quarters. The position peaked at $7.2M in Q1 2026. 635 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Victrix Investment Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
Victrix Investment Advisors sold 247,727 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $7.2M.
Victrix Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and held it in 4 quarters.
Victrix Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $7.2M in Q1 2026.
635 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Victrix Investment Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.