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Advisor Resource Council’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Advisor Resource Council’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
Q1 		– Sell
-6,825
Closed -$208K – 263
2025
Q4 		$208K Buy
+6,825
New +$193K 0.07% 228
2025
Q2 		– Sell
-22,929
Closed -$495K – 502
2025
Q1 		$495K Buy
+22,929
New +$584K 0.04% 365
2024
Q1 		– Sell
-21,242
Closed -$502K – 465
2023
Q4 		$502K Buy
+21,242
New +$448K 0.06% 267
2022
Q3 		– Sell
-25,420
Closed -$496K – 429
2022
Q2 		$496K Buy
+25,420
New +$543K 0.05% 284
2022
Q1 		– Sell
-25,944
Closed -$664K – 469
2021
Q4 		$664K Buy
+25,944
New +$671K 0.05% 289
2021
Q3 		– Sell
-25,664
Closed -$668K – 430
2021
Q2 		$668K Buy
+25,664
New +$656K 0.07% 257

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return