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Warwick Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Warwick Investment Management’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 		$2.34M Buy
64,649
+117
+0.2% +$3.87K 0.26% 39
2026
Q1 		$1.88M Buy
64,532
+196
+0.3% +$5.88K 0.27% 40
2025
Q4 		$1.83M Buy
64,336
+393
+0.6% +$11.1K 0.28% 42
2025
Q3 		$1.78M Buy
63,943
+168
+0.3% +$4.49K 0.31% 42
2025
Q2 		$1.61M Buy
63,775
+10,937
+21% +$259K 0.31% 39
2025
Q1 		$1.24M Buy
52,838
+6,617
+14% +$169K 0.26% 40
2024
Q4 		$1.2M Sell
46,221
-103
-0.2% -$2.74K 0.25% 39
2024
Q3 		$1.19M Buy
46,324
+932
+2% +$23.1K 0.28% 31
2024
Q2 		$1.08M Sell
45,392
-1,284
-3% -$30.4K 0.25% 40
2024
Q1 		$1.15M Buy
46,676
+1,258
+3% +$29.5K 0.28% 37
2023
Q4 		$1.07M Sell
45,418
-9,228
-17% -$194K 0.32% 33
2023
Q3 		$1.13M Buy
54,646
+3,108
+6% +$68.2K 0.42% 31
2023
Q2 		$1.13M Buy
51,538
+4,666
+10% +$97.3K 0.44% 29
2023
Q1 		$983K Buy
46,872
+9,098
+24% +$196K 0.42% 30
2022
Q4 		$765K Buy
37,774
+20,598
+120% +$422K 0.31% 47
2022
Q3 		$325K Buy
+17,176
New +$359K 0.19% 29

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

Warwick Investment Management's SCHA Position: Q2 2026 in Review

Warwick Investment Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.18% in Q2 2026, buying an estimated $3.87K and bringing the position to 64,649 shares worth $2.34M. The position accounts for 0.26% of the portfolio, ranked #39.

Warwick Investment Management first reported a position in SCHA in Q3 2022 and has held it in 16 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Warwick Investment Management held 64,649 shares of Schwab U.S Small- Cap ETF worth $2.34M as of Q2 2026.
  • Warwick Investment Management bought 117 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.87K.
  • Schwab U.S Small- Cap ETF made up 0.26% of Warwick Investment Management's portfolio in Q2 2026, its #39 holding.
  • Warwick Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 16 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Warwick Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.