Asset Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Asset Advisory Group’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	$485K	Buy	13,430 +158	+1%	+$5.22K	0.21%	73
2026 Q1	$386K	Buy	13,272 +3	+0%	+$90	0.19%	80
2025 Q4	$378K	Buy	+13,269	New	+$375K	0.19%	86

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

Asset Advisory Group's SCHA Position: Q2 2026 in Review

Asset Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q2 2026, buying an estimated $5.22K and bringing the position to 13,430 shares worth $485K. The position accounts for 0.21% of the portfolio, ranked #73.

Asset Advisory Group first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Asset Advisory Group held 13,430 shares of Schwab U.S Small- Cap ETF worth $485K as of Q2 2026.
Asset Advisory Group bought 158 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.22K.
Schwab U.S Small- Cap ETF made up 0.21% of Asset Advisory Group's portfolio in Q2 2026, its #73 holding.
Asset Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Asset Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.