Advyzon Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Advyzon Investment Management’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	$618K	Sell	17,107 -1,128	-6%	-$37.3K	0.04%	409
2026 Q1	$530K	Buy	18,235 +4,040	+28%	+$121K	0.05%	379
2025 Q4	$404K	Buy	14,195 +2,065	+17%	+$58.3K	0.05%	370
2025 Q3	$338K	Buy	12,130 +3,635	+43%	+$97.2K	0.06%	302
2025 Q2	$215K	Buy	+8,495	New	+$201K	0.05%	351

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

Advyzon Investment Management's SCHA Position: Q2 2026 in Review

Advyzon Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.2% in Q2 2026, selling an estimated $37.3K and leaving 17,107 shares worth $618K. The position accounts for 0.04% of the portfolio, ranked #409.

Advyzon Investment Management first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Advyzon Investment Management held 17,107 shares of Schwab U.S Small- Cap ETF worth $618K as of Q2 2026.
Advyzon Investment Management sold 1,128 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $37.3K.
Schwab U.S Small- Cap ETF made up 0.04% of Advyzon Investment Management's portfolio in Q2 2026, its #409 holding.
Advyzon Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.