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

Aire 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	$723K	Hold	20,000	–	–	0.12%	91
2026 Q1	$582K	Hold	20,000	–	–	0.11%	98
2025 Q4	$570K	Hold	20,000	–	–	0.1%	95
2025 Q3	$558K	Hold	20,000	–	–	0.1%	99
2025 Q2	$506K	Hold	20,000	–	–	0.1%	101
2025 Q1	$469K	Hold	20,000	–	–	0.1%	102
2024 Q4	$517K	Hold	20,000	–	–	0.11%	100
2024 Q3	$515K	Hold	20,000	–	–	0.11%	94
2024 Q2	$475K	Hold	20,000	–	–	0.11%	93
2024 Q1	$492K	Hold	20,000	–	–	0.11%	93
2023 Q4	$472K	Hold	20,000	–	–	0.12%	93
2023 Q3	$414K	Hold	20,000	–	–	0.11%	95
2023 Q2	$438K	Sell	20,000 -32	-0.2%	-$667	0.12%	92
2023 Q1	$420K	Sell	20,032 -40	-0.2%	-$860	0.12%	91
2022 Q4	$406K	Buy	20,072 +3,200	+19%	+$65.6K	0.12%	90
2022 Q3	$319K	Hold	16,872	–	–	0.11%	99
2022 Q2	$330K	Sell	16,872 -1,770	-9%	-$37.8K	0.12%	100
2022 Q1	$441K	Sell	18,642 -222	-1%	-$5.24K	0.16%	82
2021 Q4	$484K	Buy	+18,864	New	+$488K	0.21%	58

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

Aire Advisors's SCHA Position: Q2 2026 in Review

Aire Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 20,000 shares worth $723K. The position accounts for 0.12% of the portfolio, ranked #91.

Aire Advisors first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Aire Advisors held 20,000 shares of Schwab U.S Small- Cap ETF worth $723K as of Q2 2026.
Aire Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.12% of Aire Advisors's portfolio in Q2 2026, its #91 holding.
Aire Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.