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YHB Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

YHB Investment 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 		$764K Buy
21,136
+119
+0.6% +$3.93K 0.05% 194
2026
Q1 		$611K Sell
21,017
-969
-4% -$29K 0.04% 197
2025
Q4 		$626K Sell
21,986
-1,570
-7% -$44.3K 0.04% 196
2025
Q3 		$657K Sell
23,556
-8,893
-27% -$238K 0.05% 193
2025
Q2 		$821K Buy
32,449
+2,223
+7% +$52.6K 0.06% 172
2025
Q1 		$708K Sell
30,226
-263
-0.9% -$6.7K 0.06% 176
2024
Q4 		$788K Sell
30,489
-963
-3% -$25.6K 0.06% 162
2024
Q3 		$810K Buy
31,452
+1,444
+5% +$35.9K 0.07% 162
2024
Q2 		$712K Sell
30,008
-1,040
-3% -$24.7K 0.06% 172
2024
Q1 		$764K Sell
31,048
-2,712
-8% -$63.5K 0.07% 161
2023
Q4 		$797K Sell
33,760
-5,488
-14% -$116K 0.08% 154
2023
Q3 		$813K Sell
39,248
-910
-2% -$20K 0.08% 152
2023
Q2 		$879K Buy
40,158
+120
+0.3% +$2.5K 0.08% 151
2023
Q1 		$839K Sell
40,038
-121,076
-75% -$2.6M 0.08% 150
2022
Q4 		$3.26M Sell
161,114
-2,464
-2% -$50.5K 0.35% 79
2022
Q3 		$3.09M Sell
163,578
-20,454
-11% -$428K 0.34% 76
2022
Q2 		$3.59M Sell
184,032
-33,122
-15% -$708K 0.38% 75
2022
Q1 		$5.14M Buy
217,154
+5,506
+3% +$130K 0.45% 63
2021
Q4 		$5.42M Buy
211,648
+11,780
+6% +$305K 0.43% 62
2021
Q3 		$5M Buy
199,868
+11,900
+6% +$302K 0.43% 62
2021
Q2 		$4.9M Buy
187,968
+12,348
+7% +$316K 0.42% 62
2021
Q1 		$4.49M Buy
175,620
+18,716
+12% +$460K 0.39% 70
2020
Q4 		$3.49M Buy
156,904
+9,316
+6% +$185K 0.33% 77
2020
Q3 		$2.52M Buy
+147,588
New +$2.54M 0.27% 85

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

YHB Investment Advisors's SCHA Position: Q2 2026 in Review

YHB Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.57% in Q2 2026, buying an estimated $3.93K and bringing the position to 21,136 shares worth $764K. The position accounts for 0.05% of the portfolio, ranked #194.

YHB Investment Advisors first reported a position in SCHA in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.42M in Q4 2021. 514 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • YHB Investment Advisors held 21,136 shares of Schwab U.S Small- Cap ETF worth $764K as of Q2 2026.
  • YHB Investment Advisors bought 119 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.93K.
  • Schwab U.S Small- Cap ETF made up 0.05% of YHB Investment Advisors's portfolio in Q2 2026, its #194 holding.
  • YHB Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $5.42M in Q4 2021.
  • 514 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.