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Walsh & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Walsh & Associates’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 		$6.21K Hold
172
– – 0.01% 205
2026
Q1 		$5K Hold
172
– – 0.01% 193
2025
Q4 		$4.9K Buy
+172
New +$4.86K ﹤0.01% 201

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

Walsh & Associates's SCHA Position: Q2 2026 in Review

Walsh & Associates held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 172 shares worth $6.21K. The position accounts for 0.01% of the portfolio, ranked #205.

Walsh & Associates first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Walsh & Associates held 172 shares of Schwab U.S Small- Cap ETF worth $6.21K as of Q2 2026.
  • Walsh & Associates left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Walsh & Associates's portfolio in Q2 2026, its #205 holding.
  • Walsh & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Walsh & Associates's 13F filing for Q2 2026, filed 21 Jul 2026.