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

Westside 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	$101K	Sell	2,796 -152	-5%	-$5.02K	0.01%	432
2026 Q1	$85.7K	Hold	2,948	–	–	0.01%	440
2025 Q4	$84K	Hold	2,948	–	–	0.01%	424
2025 Q3	$82.2K	Hold	2,948	–	–	0.01%	426
2025 Q2	$74.6K	Buy	2,948 +700	+31%	+$16.5K	0.01%	388
2025 Q1	$52.7K	Hold	2,248	–	–	0.01%	396
2024 Q4	$58.1K	Hold	2,248	–	–	0.01%	383
2024 Q3	$57.9K	Buy	2,248 +1,464	+187%	+$36.3K	0.01%	379
2024 Q2	$18.6K	Buy	784 +392	+100%	+$9.29K	﹤0.01%	563
2024 Q1	$9.65K	Hold	392	–	–	﹤0.01%	634
2023 Q4	$9.26K	Hold	392	–	–	﹤0.01%	606
2023 Q3	$8.12K	Hold	392	–	–	﹤0.01%	622
2023 Q2	$8.59K	Hold	392	–	–	﹤0.01%	614
2023 Q1	$8.22K	Hold	392	–	–	﹤0.01%	623
2022 Q4	$7	Hold	392	–	–	﹤0.01%	655
2022 Q3	$7	Buy	392 +124	+46%	+$2.59K	﹤0.01%	651
2022 Q2	$5	Hold	268	–	–	﹤0.01%	689
2022 Q1	$6	Hold	268	–	–	﹤0.01%	668
2021 Q4	$6	Hold	268	–	–	﹤0.01%	650
2021 Q3	$6	Hold	268	–	–	﹤0.01%	634
2021 Q2	$6	Hold	268	–	–	﹤0.01%	623
2021 Q1	$6	Buy	268 +152	+131%	+$3.74K	﹤0.01%	615
2020 Q4	$2	Hold	116	–	–	﹤0.01%	614
2020 Q3	$1	Hold	116	–	–	﹤0.01%	654
2020 Q2	$1	Hold	116	–	–	﹤0.01%	641
2020 Q1	$1	Buy	+116	New	+$1.97K	﹤0.01%	654
2019 Q2	$2	Buy	+116	New	+$2.05K	﹤0.01%	616

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

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

Westside Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.2% in Q2 2026, selling an estimated $5.02K and leaving 2,796 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #432.

Westside Investment Management first reported a position in SCHA in Q2 2019 and has held it in 27 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Westside Investment Management held 2,796 shares of Schwab U.S Small- Cap ETF worth $101K as of Q2 2026.
Westside Investment Management sold 152 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.02K.
Schwab U.S Small- Cap ETF made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #432 holding.
Westside Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 27 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.