VCP
SCHA icon

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

Vista Capital 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 		$2.3M Sell
63,743
-61
-0.1% -$2.02K 0.2% 28
2026
Q1 		$1.86M Sell
63,804
-2,316
-4% -$69.4K 0.19% 30
2025
Q4 		$1.88M Buy
66,120
+1,770
+3% +$50K 0.19% 31
2025
Q3 		$1.8M Sell
64,350
-224
-0.3% -$5.99K 0.18% 26
2025
Q2 		$1.63M Buy
64,574
+49,309
+323% +$1.17M 0.18% 28
2025
Q1 		$358K Sell
15,265
-1,030
-6% -$26.3K 0.04% 72
2024
Q4 		$421K Sell
16,295
-319
-2% -$8.49K 0.05% 64
2024
Q3 		$428K Sell
16,614
-1,318
-7% -$32.7K 0.05% 61
2024
Q2 		$425K Sell
17,932
-104
-0.6% -$2.46K 0.05% 52
2024
Q1 		$444K Sell
18,036
-13,142
-42% -$308K 0.06% 50
2023
Q4 		$736K Sell
31,178
-1,140
-4% -$24K 0.1% 31
2023
Q3 		$669K Sell
32,318
-244
-0.7% -$5.35K 0.1% 33
2023
Q2 		$713K Sell
32,562
-920
-3% -$19.2K 0.1% 36
2023
Q1 		$702K Sell
33,482
-72
-0.2% -$1.55K 0.1% 37
2022
Q4 		$680K Buy
33,554
+12,898
+62% +$264K 0.11% 36
2022
Q3 		$390K Sell
20,656
-1,354
-6% -$28.3K 0.07% 45
2022
Q2 		$429K Sell
22,010
-186
-0.8% -$3.98K 0.07% 44
2022
Q1 		$526K Buy
22,196
+4,940
+29% +$117K 0.07% 42
2021
Q4 		$442K Sell
17,256
-540
-3% -$14K 0.06% 54
2021
Q3 		$445K Sell
17,796
-1,780
-9% -$45.2K 0.06% 47
2021
Q2 		$510K Sell
19,576
-348
-2% -$8.9K 0.07% 43
2021
Q1 		$496K Buy
19,924
+144
+0.7% +$3.54K 0.08% 40
2020
Q4 		$440K Sell
19,780
-4,572
-19% -$91K 0.07% 39
2020
Q3 		$416K Sell
24,352
-480
-2% -$8.26K 0.08% 39
2020
Q2 		$406K Sell
24,832
-5,488
-18% -$82.2K 0.08% 37
2020
Q1 		$390K Buy
30,320
+5,188
+21% +$88.2K 0.09% 36
2019
Q4 		$475K Sell
25,132
-2,224
-8% -$40.2K 0.09% 40
2019
Q3 		$477K Sell
27,356
-2,436
-8% -$43K 0.09% 41
2019
Q2 		$532K Buy
29,792
+868
+3% +$15.3K 0.11% 39
2019
Q1 		$505K Buy
28,924
+932
+3% +$15.9K 0.1% 33
2018
Q4 		$424K Sell
27,992
-3,620
-11% -$61.2K 0.1% 34
2018
Q3 		$602K Sell
31,612
-732
-2% -$14K 0.12% 32
2018
Q2 		$594K Sell
32,344
-904
-3% -$16.4K 0.13% 28
2018
Q1 		$575K Buy
33,248
+4,352
+15% +$76.7K 0.13% 27
2017
Q4 		$504K Buy
28,896
+2,136
+8% +$36.6K 0.11% 30
2017
Q3 		$451K Sell
26,760
-8
-0% -$129 0.11% 29
2017
Q2 		$428K Sell
26,768
-2,828
-10% -$44.7K 0.11% 29
2017
Q1 		$466K Buy
29,596
+824
+3% +$12.9K 0.12% 28
2016
Q4 		$442K Buy
28,772
+1,424
+5% +$20.9K 0.12% 30
2016
Q3 		$393K Buy
27,348
+2,688
+11% +$38.1K 0.11% 31
2016
Q2 		$333K Sell
24,660
-228
-0.9% -$3.03K 0.1% 25
2016
Q1 		$324K Sell
24,888
-2,008
-7% -$24.3K 0.1% 26
2015
Q4 		$350K Sell
26,896
-2,192
-8% -$29.3K 0.11% 24
2015
Q3 		$369K Buy
29,088
+2,608
+10% +$35.9K 0.12% 22
2015
Q2 		$381K Buy
26,480
+328
+1% +$4.75K 0.12% 24
2015
Q1 		$376K Sell
26,152
-3,228
-11% -$45.1K 0.12% 26
2014
Q4 		$405K Sell
29,380
-376
-1% -$4.99K 0.13% 25
2014
Q3 		$382K Sell
29,756
-3,940
-12% -$52.6K 0.13% 25
2014
Q2 		$462K Buy
33,696
+1,728
+5% +$22.8K 0.15% 22
2014
Q1 		$428K Buy
31,968
+1,804
+6% +$23.9K 0.15% 24
2013
Q4 		$396K Sell
30,164
-1,148
-4% -$14.4K 0.14% 25
2013
Q3 		$377K Sell
31,312
-2,472
-7% -$29K 0.14% 24
2013
Q2 		$372K Buy
+33,784
New +$366K 0.15% 23

Other funds holding SCHA

Wealth Enhancement Advisory Services
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
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
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

Vista Capital Partners's SCHA Position: Q2 2026 in Review

Vista Capital Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.1% in Q2 2026, selling an estimated $2.02K and leaving 63,743 shares worth $2.3M. The position accounts for 0.2% of the portfolio, ranked #28.

Vista Capital Partners first reported a position in SCHA in Q2 2013 and has held it in 53 quarters since. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Vista Capital Partners held 63,743 shares of Schwab U.S Small- Cap ETF worth $2.3M as of Q2 2026.
  • Vista Capital Partners sold 61 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.02K.
  • Schwab U.S Small- Cap ETF made up 0.2% of Vista Capital Partners's portfolio in Q2 2026, its #28 holding.
  • Vista Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 53 quarters since.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Vista Capital Partners's 13F filing for Q2 2026, filed 24 Jul 2026.