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 Q2	$233K	Buy	+6,663	New	+$220K	0.07%	238
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 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

Advisor Resource Council's SCHA Position: Q2 2026 in Review

Advisor Resource Council opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,663 shares worth $233K. The stake represents 0.07% of the portfolio and ranks #238 among its holdings. This is a return to the name: Advisor Resource Council previously reported a position in SCHA as recently as Q4 2025.

Advisor Resource Council first reported a position in SCHA in Q2 2021 and has held it in 7 quarters since. The position peaked at $668K in Q2 2021. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Advisor Resource Council held 6,663 shares of Schwab U.S Small- Cap ETF worth $233K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Advisor Resource Council position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.07% of Advisor Resource Council's portfolio in Q2 2026, its #238 holding.
Advisor Resource Council first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 7 quarters since.
Advisor Resource Council's Schwab U.S Small- Cap ETF position peaked at $668K in Q2 2021.
1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.