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West Coast Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

West Coast Financial’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
2025
Q2 		– Sell
-19,488
Closed -$457K – 121
2025
Q1 		$457K Hold
19,488
– – 0.05% 108
2024
Q4 		$504K Hold
19,488
– – 0.06% 106
2024
Q3 		$502K Buy
19,488
+5,188
+36% +$129K 0.06% 104
2024
Q2 		$339K Hold
14,300
– – 0.04% 125
2024
Q1 		$352K Buy
14,300
+4,000
+39% +$93.7K 0.04% 121
2023
Q4 		$243K Hold
10,300
– – 0.03% 145
2023
Q3 		$213K Hold
10,300
– – 0.03% 141
2023
Q2 		$226K Buy
+10,300
New +$215K 0.03% 143

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

West Coast Financial's SCHA Position: Q2 2025 in Review

West Coast Financial sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 19,488 shares — an estimated $457K sold.

West Coast Financial first reported a position in SCHA in Q2 2023 and held it in 8 quarters. The position peaked at $504K in Q4 2024. 1,138 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • West Coast Financial reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 19,488 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $457K.
  • West Coast Financial first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 8 quarters.
  • West Coast Financial's Schwab U.S Small- Cap ETF position peaked at $504K in Q4 2024.
  • 1,138 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.