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Wedmont Private Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wedmont Private Capital’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 		$2.19M Buy
62,711
+6,940
+12% +$229K 0.06% 173
2026
Q1 		$1.71M Buy
55,771
+5,180
+10% +$155K 0.06% 196
2025
Q4 		$1.5M Sell
50,591
-4,198
-8% -$119K 0.05% 206
2025
Q3 		$1.53M Buy
54,789
+12,473
+29% +$334K 0.06% 202
2025
Q2 		$1.11M Buy
42,316
+3,857
+10% +$91.2K 0.05% 243
2025
Q1 		$831K Buy
38,459
+13,700
+55% +$349K 0.04% 257
2024
Q4 		$630K Sell
24,759
-1
-0% -$27 0.03% 309
2024
Q3 		$628K Hold
24,760
– – 0.04% 305
2024
Q2 		$612K Buy
+24,760
New +$587K 0.04% 296

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
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
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wedmont Private Capital's SCHA Position: Q2 2026 in Review

Wedmont Private Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q2 2026, buying an estimated $229K and bringing the position to 62,711 shares worth $2.19M. The position accounts for 0.06% of the portfolio, ranked #173.

Wedmont Private Capital first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. 549 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wedmont Private Capital held 62,711 shares of Schwab U.S Small- Cap ETF worth $2.19M as of Q2 2026.
  • Wedmont Private Capital bought 6,940 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $229K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Wedmont Private Capital's portfolio in Q2 2026, its #173 holding.
  • Wedmont Private Capital first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
  • 549 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.