AAP
SCHA icon

Arax Advisory Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Arax Advisory Partners’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 		$9.95M Buy
275,290
+21,323
+8% +$705K 0.07% 302
2026
Q1 		$7.39M Buy
253,967
+25,441
+11% +$763K 0.21% 100
2025
Q4 		$6.51M Buy
+228,526
New +$6.45M 0.19% 104
2025
Q3 		– Sell
-351,595
Closed -$8.96M – 4157
2025
Q2 		$8.96M Buy
351,595
+109,926
+45% +$2.6M 0.41% 54
2025
Q1 		$5.66M Buy
241,669
+31,909
+15% +$813K 0.36% 51
2024
Q4 		$5.42M Buy
209,760
+209,650
+190,591% +$5.58M 0.34% 53
2024
Q3 		$2.85K Hold
110
– – ﹤0.01% 1926
2024
Q2 		$2.61K Hold
110
– – ﹤0.01% 1873
2024
Q1 		$2.71K Hold
110
– – ﹤0.01% 994
2023
Q4 		$2.59K Sell
110
-450
-80% -$9.48K ﹤0.01% 983
2023
Q3 		$11.6K Buy
560
+342
+157% +$7.5K ﹤0.01% 691
2023
Q2 		$4.76K Buy
218
+2
+0.9% +$42 ﹤0.01% 872
2023
Q1 		$4.54K Sell
216
-158
-42% -$3.4K ﹤0.01% 872
2022
Q4 		$7.58K Buy
374
+118
+46% +$2.42K ﹤0.01% 693
2022
Q3 		$5K Hold
256
– – ﹤0.01% 817
2022
Q2 		$5K Sell
256
-352
-58% -$7.53K ﹤0.01% 794
2022
Q1 		$14K Sell
608
-1,164
-66% -$27.5K ﹤0.01% 619
2021
Q4 		$45K Buy
1,772
+336
+23% +$8.69K 0.01% 474
2021
Q3 		$36K Hold
1,436
– – ﹤0.01% 492
2021
Q2 		$37K Buy
+1,436
New +$36.7K 0.01% 509
2020
Q4 		$32K Sell
1,436
-648
-31% -$12.9K ﹤0.01% 451
2020
Q3 		$36K Buy
2,084
+4
+0.2% +$69 0.01% 427
2020
Q2 		$34K Buy
2,080
+860
+70% +$12.9K 0.01% 416
2020
Q1 		$16K Buy
+1,220
New +$20.7K ﹤0.01% 481
2019
Q3 		– Sell
-196
Closed -$3K – 602
2019
Q2 		$3K Buy
+196
New +$3.47K ﹤0.01% 543
2018
Q4 		$3K Buy
196
+4
+2% +$68 ﹤0.01% 516
2018
Q3 		$4K Buy
+192
New +$3.66K ﹤0.01% 543

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

Arax Advisory Partners's SCHA Position: Q2 2026 in Review

Arax Advisory Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.4% in Q2 2026, buying an estimated $705K and bringing the position to 275,290 shares worth $9.95M. The position accounts for 0.07% of the portfolio, ranked #302.

Arax Advisory Partners first reported a position in SCHA in Q3 2018 and has held it in 27 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Arax Advisory Partners held 275,290 shares of Schwab U.S Small- Cap ETF worth $9.95M as of Q2 2026.
  • Arax Advisory Partners bought 21,323 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $705K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Arax Advisory Partners's portfolio in Q2 2026, its #302 holding.
  • Arax Advisory Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 27 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.