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

American Financial 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 		$13.5M Sell
374,988
-14,681
-4% -$485K 1.63% 19
2026
Q1 		$11.3M Sell
389,669
-2,834
-0.7% -$85K 1.51% 21
2025
Q4 		$11.2M Buy
392,503
+20,495
+6% +$579K 1.44% 21
2025
Q3 		$10.4M Sell
372,008
-6,791
-2% -$182K 1.34% 21
2025
Q2 		$9.58M Buy
378,799
+2,988
+0.8% +$70.6K 1.34% 21
2025
Q1 		$8.81M Sell
375,811
-9,315
-2% -$237K 1.28% 22
2024
Q4 		$9.96M Buy
385,126
+6,230
+2% +$166K 1.4% 22
2024
Q3 		$9.76M Sell
378,896
-6,854
-2% -$170K 1.33% 22
2024
Q2 		$9.15M Buy
385,750
+7,310
+2% +$173K 1.3% 22
2024
Q1 		$9.32M Buy
378,440
+8,584
+2% +$201K 1.31% 23
2023
Q4 		$8.74M Sell
369,856
-6,154
-2% -$130K 1.29% 24
2023
Q3 		$7.79M Sell
376,010
-8,478
-2% -$186K 1.23% 23
2023
Q2 		$8.42M Buy
384,488
+341,792
+801% +$7.12M 1.32% 24
2023
Q1 		$895K Buy
42,696
+14,242
+50% +$306K 0.15% 58
2022
Q4 		$576K Buy
28,454
+2,522
+10% +$51.7K 0.1% 73
2022
Q3 		$490K Buy
25,932
+606
+2% +$12.7K 0.08% 77
2022
Q2 		$494K Buy
25,326
+5,256
+26% +$112K 0.13% 51
2022
Q1 		$475K Buy
20,070
+1,134
+6% +$26.8K 0.07% 86
2021
Q4 		$485K Buy
18,936
+84
+0.4% +$2.17K 0.06% 84
2021
Q3 		$472K Sell
18,852
-912
-5% -$23.2K 0.06% 85
2021
Q2 		$515K Buy
19,764
+120
+0.6% +$3.07K 0.07% 85
2021
Q1 		$490K Buy
19,644
+28
+0.1% +$689 0.07% 85
2020
Q4 		$436K Sell
19,616
-484
-2% -$9.64K 0.06% 84
2020
Q3 		$343K Sell
20,100
-308
-2% -$5.3K 0.06% 81
2020
Q2 		$342K Buy
20,408
+344
+2% +$5.15K 0.05% 79
2020
Q1 		$289K Buy
20,064
+24
+0.1% +$408 0.05% 80
2019
Q4 		$349K Buy
20,040
+1,120
+6% +$20.3K 0.06% 69
2019
Q3 		$330K Buy
18,920
+144
+0.8% +$2.54K 0.06% 69
2019
Q2 		$335K Buy
18,776
+1,292
+7% +$22.8K 0.07% 74
2019
Q1 		$305K Buy
17,484
+232
+1% +$3.97K 0.06% 83
2018
Q4 		$262K Buy
+17,252
New +$292K 0.06% 80

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

American Financial Advisors's SCHA Position: Q2 2026 in Review

American Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q2 2026, selling an estimated $485K and leaving 374,988 shares worth $13.5M. The position accounts for 1.63% of the portfolio, ranked #19.

American Financial Advisors first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • American Financial Advisors held 374,988 shares of Schwab U.S Small- Cap ETF worth $13.5M as of Q2 2026.
  • American Financial Advisors sold 14,681 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $485K.
  • Schwab U.S Small- Cap ETF made up 1.63% of American Financial Advisors's portfolio in Q2 2026, its #19 holding.
  • American Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on American Financial Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.