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

Accelerate 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	$3.59M	Sell	99,267 -5,259	-5%	-$174K	2.06%	10
2026 Q1	$3.04M	Sell	104,526 -150	-0.1%	-$4.5K	2.03%	10
2025 Q4	$2.98M	Buy	104,676 +4,615	+5%	+$130K	2.01%	10
2025 Q3	$2.79M	Buy	100,061 +8,120	+9%	+$217K	1.9%	12
2025 Q2	$2.33M	Buy	91,941 +5,733	+7%	+$136K	1.73%	12
2025 Q1	$2.02M	Buy	86,208 +1,347	+2%	+$34.3K	1.69%	12
2024 Q4	$2.19M	Buy	84,861 +3,665	+5%	+$97.5K	1.94%	10
2024 Q3	$2.09M	Buy	+81,196	New	+$2.02M	2.04%	10

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

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

Accelerate Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5% in Q2 2026, selling an estimated $174K and leaving 99,267 shares worth $3.59M. The position accounts for 2.06% of the portfolio, ranked #10.

Accelerate Investment Advisors first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Accelerate Investment Advisors held 99,267 shares of Schwab U.S Small- Cap ETF worth $3.59M as of Q2 2026.
Accelerate Investment Advisors sold 5,259 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $174K.
Schwab U.S Small- Cap ETF made up 2.06% of Accelerate Investment Advisors's portfolio in Q2 2026, its #10 holding.
Accelerate Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.