1834 Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

1834 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	$4.2M	Buy	116,210 +18,316	+19%	+$605K	0.48%	58
2026 Q1	$2.85M	Buy	97,894 +394	+0.4%	+$11.8K	0.36%	69
2025 Q4	$2.78M	Sell	97,500 -4,881	-5%	-$138K	0.35%	71
2025 Q3	$2.86M	Buy	102,381 +7,901	+8%	+$211K	0.35%	70
2025 Q2	$2.39M	Buy	94,480 +46	+0%	+$1.09K	0.3%	75
2025 Q1	$2.21M	Buy	94,434 +16,051	+20%	+$409K	0.28%	78
2024 Q4	$2.03M	Sell	78,383 -11,187	-12%	-$298K	0.26%	82
2024 Q3	$2.31M	Buy	+89,570	New	+$2.22M	0.27%	82
2022 Q3	–	Sell	-72	Closed	-$1K	–	403
2022 Q2	$1K	Sell	72 -4	-5%	-$86	﹤0.01%	467
2022 Q1	$2K	Hold	76	–	–	﹤0.01%	420
2021 Q4	$2K	Hold	76	–	–	﹤0.01%	446
2021 Q3	$2K	Hold	76	–	–	﹤0.01%	461
2021 Q2	$2K	Hold	76	–	–	﹤0.01%	481
2021 Q1	$2K	Sell	76 -76	-50%	-$1.87K	﹤0.01%	453
2020 Q4	$3K	Sell	152 -112	-42%	-$2.23K	﹤0.01%	429
2020 Q3	$5K	Sell	264 -60	-19%	-$1.03K	﹤0.01%	386
2020 Q2	$5K	Hold	324	–	–	﹤0.01%	383
2020 Q1	$4K	Sell	324 -164	-34%	-$2.79K	﹤0.01%	375
2019 Q4	$9K	Hold	488	–	–	﹤0.01%	391
2019 Q3	$9K	Hold	488	–	–	﹤0.01%	389
2019 Q2	$9K	Sell	488 -248	-34%	-$4.38K	﹤0.01%	380
2019 Q1	$13K	Buy	736 +248	+51%	+$4.24K	﹤0.01%	343
2018 Q4	$7K	Hold	488	–	–	﹤0.01%	372
2018 Q3	$9K	Hold	488	–	–	﹤0.01%	364
2018 Q2	$9K	Hold	488	–	–	﹤0.01%	375
2018 Q1	$8K	Buy	+488	New	+$8.6K	﹤0.01%	395

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

1834 Investment Advisors's SCHA Position: Q2 2026 in Review

1834 Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q2 2026, buying an estimated $605K and bringing the position to 116,210 shares worth $4.2M. The position accounts for 0.48% of the portfolio, ranked #58.

1834 Investment Advisors first reported a position in SCHA in Q1 2018 and has held it in 26 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

1834 Investment Advisors held 116,210 shares of Schwab U.S Small- Cap ETF worth $4.2M as of Q2 2026.
1834 Investment Advisors bought 18,316 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $605K.
Schwab U.S Small- Cap ETF made up 0.48% of 1834 Investment Advisors's portfolio in Q2 2026, its #58 holding.
1834 Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 26 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.