Voisard Asset Management Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Voisard Asset Management Group’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	$890K	Hold	24,629	–	–	0.17%	50
2026 Q1	$716K	Sell	24,629 -1,464	-6%	-$43.9K	0.15%	51
2025 Q4	$743K	Sell	26,093 -176	-0.7%	-$4.97K	0.16%	49
2025 Q3	$733K	Sell	26,269 -480	-2%	-$12.8K	0.17%	45
2025 Q2	$677K	Sell	26,749 -420	-2%	-$9.93K	0.17%	50
2025 Q1	$637K	Sell	27,169 -903	-3%	-$23K	0.19%	45
2024 Q4	$726K	Sell	28,072 -6,682	-19%	-$178K	0.24%	40
2024 Q3	$895K	Sell	34,754 -794	-2%	-$19.7K	0.37%	26
2024 Q2	$843K	Sell	35,548 -520	-1%	-$12.3K	0.41%	19
2024 Q1	$888K	Sell	36,068 -84	-0.2%	-$1.97K	0.5%	18
2023 Q4	$854K	Buy	+36,152	New	+$762K	0.51%	17

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Voisard Asset Management Group's SCHA Position: Q2 2026 in Review

Voisard Asset Management Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 24,629 shares worth $890K. The position accounts for 0.17% of the portfolio, ranked #50.

Voisard Asset Management Group first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. The position peaked at $895K in Q3 2024. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Voisard Asset Management Group held 24,629 shares of Schwab U.S Small- Cap ETF worth $890K as of Q2 2026.
Voisard Asset Management Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.17% of Voisard Asset Management Group's portfolio in Q2 2026, its #50 holding.
Voisard Asset Management Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
Voisard Asset Management Group's Schwab U.S Small- Cap ETF position peaked at $895K in Q3 2024.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Voisard Asset Management Group's 13F filing for Q2 2026, filed 13 Jul 2026.