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SCHA icon

Advisornet Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Advisornet Financial’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 		$1.29M Sell
35,666
-1,287
-3% -$42.5K 0.06% 236
2026
Q1 		$1.07M Buy
36,953
+254
+0.7% +$7.61K 0.06% 246
2025
Q4 		$1.05M Buy
36,699
+2,984
+9% +$84.3K 0.06% 253
2025
Q3 		$941K Buy
33,715
+3,078
+10% +$82.3K 0.05% 263
2025
Q2 		$775K Sell
30,637
-16,696
-35% -$395K 0.05% 281
2025
Q1 		$1.11M Sell
47,333
-36,146
-43% -$921K 0.08% 229
2024
Q4 		$2.16M Sell
83,479
-2,121
-2% -$56.4K 0.18% 119
2024
Q3 		$2.2M Sell
85,600
-7,174
-8% -$178K 0.16% 140
2024
Q2 		$2.2M Sell
92,774
-2,982
-3% -$70.7K 0.2% 118
2024
Q1 		$2.36M Buy
95,756
+592
+0.6% +$13.9K 0.23% 107
2023
Q4 		$2.25M Buy
95,164
+6,812
+8% +$144K 0.21% 117
2023
Q3 		$1.83M Sell
88,352
-278,748
-76% -$6.12M 0.17% 131
2023
Q2 		$8.04M Buy
367,100
+34,496
+10% +$719K 0.69% 31
2023
Q1 		$6.97M Buy
332,604
+11,994
+4% +$258K 0.64% 34
2022
Q4 		$6.49M Buy
320,610
+21,980
+7% +$450K 0.64% 36
2022
Q3 		$5.64M Buy
298,630
+37,334
+14% +$781K 0.56% 40
2022
Q2 		$5.09M Sell
261,296
-145,492
-36% -$3.11M 0.5% 44
2022
Q1 		$9.63M Sell
406,788
-78,780
-16% -$1.86M 0.6% 31
2021
Q4 		$12.4M Buy
485,568
+41,040
+9% +$1.06M 0.77% 21
2021
Q3 		$11.1M Buy
444,528
+8,880
+2% +$225K 0.77% 21
2021
Q2 		$11.3M Buy
435,648
+10,324
+2% +$264K 0.75% 20
2021
Q1 		$10.6M Buy
425,324
+87,468
+26% +$2.15M 0.75% 19
2020
Q4 		$7.52M Buy
337,856
+19,600
+6% +$390K 0.61% 27
2020
Q3 		$5.44M Buy
318,256
+6,632
+2% +$114K 0.47% 43
2020
Q2 		$5.09M Buy
311,624
+32,668
+12% +$489K 0.41% 53
2020
Q1 		$3.59M Buy
278,956
+2,884
+1% +$49K 0.33% 69
2019
Q4 		$5.22M Sell
276,072
-9,880
-3% -$179K 0.44% 50
2019
Q3 		$4.99M Sell
285,952
-29,668
-9% -$524K 0.46% 51
2019
Q2 		$5.64M Buy
315,620
+37,660
+14% +$666K 0.62% 28
2019
Q1 		$4.86M Sell
277,960
-12,956
-4% -$222K 0.59% 32
2018
Q4 		$4.41M Sell
290,916
-49,668
-15% -$839K 0.61% 28
2018
Q3 		$6.49M Sell
340,584
-34,912
-9% -$666K 0.82% 20
2018
Q2 		$6.91M Sell
375,496
-5,980
-2% -$108K 0.93% 18
2018
Q1 		$6.59M Buy
381,476
+11,076
+3% +$195K 0.91% 18
2017
Q4 		$6.46M Buy
+370,400
New +$6.34M 0.98% 17

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GRR
Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM

Advisornet Financial's SCHA Position: Q2 2026 in Review

Advisornet Financial reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.5% in Q2 2026, selling an estimated $42.5K and leaving 35,666 shares worth $1.29M. The position accounts for 0.06% of the portfolio, ranked #236.

Advisornet Financial first reported a position in SCHA in Q4 2017 and has held it in 35 quarters since. The position peaked at $12.4M in Q4 2021. 907 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Advisornet Financial held 35,666 shares of Schwab U.S Small- Cap ETF worth $1.29M as of Q2 2026.
  • Advisornet Financial sold 1,287 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $42.5K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Advisornet Financial's portfolio in Q2 2026, its #236 holding.
  • Advisornet Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 35 quarters since.
  • Advisornet Financial's Schwab U.S Small- Cap ETF position peaked at $12.4M in Q4 2021.
  • 907 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.