West Paces Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

West Paces Advisors’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	$1.55M	Sell	42,824 -3,825	-8%	-$126K	0.26%	48
2026 Q1	$1.36M	Sell	46,649 -1,640	-3%	-$49.2K	0.26%	48
2025 Q4	$1.38M	Sell	48,289 -849	-2%	-$24K	0.27%	45
2025 Q3	$1.37M	Sell	49,138 -390	-0.8%	-$10.4K	0.27%	45
2025 Q2	$1.25M	Sell	49,528 -240	-0.5%	-$5.67K	0.27%	46
2025 Q1	$1.17M	Sell	49,768 -8,265	-14%	-$211K	0.27%	49
2024 Q4	$1.5M	Sell	58,033 -4,079	-7%	-$109K	0.37%	37
2024 Q3	$1.6M	Sell	62,112 -1,446	-2%	-$35.9K	0.39%	36
2024 Q2	$1.51M	Hold	63,558	–	–	0.39%	37
2024 Q1	$1.56M	Buy	63,558 +350	+0.6%	+$8.2K	0.41%	36
2023 Q4	$1.49M	Buy	63,208 +7,100	+13%	+$150K	0.42%	33
2023 Q3	$1.16M	Hold	56,108	–	–	0.36%	37
2023 Q2	$1.23M	Sell	56,108 -12,508	-18%	-$261K	0.36%	41
2023 Q1	$1.44M	Buy	68,616 +9,806	+17%	+$211K	0.45%	33
2022 Q4	$1.19M	Sell	58,810 -20,016	-25%	-$410K	0.38%	40
2022 Q3	$1.49M	Sell	78,826 -44,446	-36%	-$930K	0.53%	25
2022 Q2	$2.4M	Buy	123,272 +63,084	+105%	+$1.35M	0.82%	20
2022 Q1	$1.43M	Sell	60,188 -344	-0.6%	-$8.12K	0.44%	33
2021 Q4	$1.55M	Buy	60,532 +2,004	+3%	+$51.9K	0.48%	32
2021 Q3	$1.46M	Hold	58,528	–	–	0.51%	28
2021 Q2	$1.52M	Sell	58,528 -2,336	-4%	-$59.7K	0.56%	26
2021 Q1	$1.52M	Hold	60,864	–	–	0.61%	24
2020 Q4	$1.35M	Hold	60,864	–	–	0.6%	25
2020 Q3	$1.04M	Sell	60,864 -1,816	-3%	-$31.3K	0.53%	34
2020 Q2	$1.02M	Sell	62,680 -289,008	-82%	-$4.33M	0.55%	34
2020 Q1	$4.53M	Buy	351,688 +299,868	+579%	+$5.1M	2.87%	8
2019 Q4	$980K	Sell	51,820 -1,600	-3%	-$29K	0.53%	38
2019 Q3	$931K	Buy	53,420 +4,120	+8%	+$72.7K	0.56%	38
2019 Q2	$881K	Hold	49,300	–	–	0.55%	38
2019 Q1	$862K	Sell	49,300 -12,404	-20%	-$212K	0.6%	37
2018 Q4	$936K	Buy	61,704 +27,344	+80%	+$462K	0.72%	34
2018 Q3	$654K	Hold	34,360	–	–	0.47%	52
2018 Q2	$632K	Hold	34,360	–	–	0.47%	53
2018 Q1	$594K	Sell	34,360 -2,400	-7%	-$42.3K	0.44%	52
2017 Q4	$641K	Buy	36,760 +1,332	+4%	+$22.8K	0.47%	51
2017 Q3	$597K	Hold	35,428	–	–	0.45%	51
2017 Q2	$566K	Hold	35,428	–	–	0.45%	54
2017 Q1	$558K	Hold	35,428	–	–	0.44%	55
2016 Q4	$545K	Buy	+35,428	New	+$521K	0.51%	49

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Joule Financial Lexington, Kentucky $369M AUM 21.04% 1-Year Est. Return

West Paces Advisors's SCHA Position: Q2 2026 in Review

West Paces Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.2% in Q2 2026, selling an estimated $126K and leaving 42,824 shares worth $1.55M. The position accounts for 0.26% of the portfolio, ranked #48.

West Paces Advisors first reported a position in SCHA in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.53M in Q1 2020. 301 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

West Paces Advisors held 42,824 shares of Schwab U.S Small- Cap ETF worth $1.55M as of Q2 2026.
West Paces Advisors sold 3,825 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $126K.
Schwab U.S Small- Cap ETF made up 0.26% of West Paces Advisors's portfolio in Q2 2026, its #48 holding.
West Paces Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 39 quarters since.
West Paces Advisors's Schwab U.S Small- Cap ETF position peaked at $4.53M in Q1 2020.
301 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on West Paces Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.