Westmount Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Westmount Partners’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	$1.59M	Sell	44,124 -592	-1%	-$19.6K	0.35%	63
2026 Q1	$1.3M	Hold	44,716	–	–	0.32%	69
2025 Q4	$1.27M	Hold	44,716	–	–	0.32%	65
2025 Q3	$1.25M	Buy	44,716 +146	+0.3%	+$3.9K	0.32%	65
2025 Q2	$1.13M	Buy	44,570 +97	+0.2%	+$2.29K	0.31%	68
2025 Q1	$1.04M	Buy	44,473 +15,970	+56%	+$407K	0.32%	68
2024 Q4	$737K	Buy	28,503 +10,311	+57%	+$274K	0.22%	87
2024 Q3	$468K	Buy	18,192 +928	+5%	+$23K	0.14%	123
2024 Q2	$406K	Sell	17,264 -3,996	-19%	-$94.7K	0.13%	128
2024 Q1	$523K	Sell	21,260 -3,356	-14%	-$78.6K	0.19%	108
2023 Q4	$581K	Hold	24,616	–	–	0.24%	93
2023 Q3	$510K	Sell	24,616 -2	-0%	-$44	0.22%	102
2023 Q2	$539K	Buy	24,618 +2	+0%	+$42	0.23%	95
2023 Q1	$516K	Hold	24,616	–	–	0.24%	98
2022 Q4	$499K	Buy	+24,616	New	+$504K	0.26%	93

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Westmount Partners's SCHA Position: Q2 2026 in Review

Westmount Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q2 2026, selling an estimated $19.6K and leaving 44,124 shares worth $1.59M. The position accounts for 0.35% of the portfolio, ranked #63.

Westmount Partners first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Westmount Partners held 44,124 shares of Schwab U.S Small- Cap ETF worth $1.59M as of Q2 2026.
Westmount Partners sold 592 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $19.6K.
Schwab U.S Small- Cap ETF made up 0.35% of Westmount Partners's portfolio in Q2 2026, its #63 holding.
Westmount Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.