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

Astoria Portfolio 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 		$328K Buy
9,081
+11
+0.1% +$363 0.06% 254
2026
Q1 		$294K Buy
9,070
+6
+0.1% +$180 0.06% 225
2025
Q4 		$275K Buy
9,064
+18
+0.2% +$508 0.06% 229
2025
Q3 		$256K Buy
9,046
+12
+0.1% +$321 0.07% 221
2025
Q2 		$237K Sell
9,034
-9,097
-50% -$215K 0.07% 221
2025
Q1 		$403K Buy
18,131
+9,120
+101% +$232K 0.14% 134
2024
Q4 		$233K Sell
9,011
-8,961
-50% -$238K 0.08% 188
2024
Q3 		$232K Buy
17,972
+9,004
+100% +$224K 0.08% 183
2024
Q2 		$213K Hold
8,968
– – 0.08% 175
2024
Q1 		$206K Buy
8,968
+8
+0.1% +$187 0.08% 180
2023
Q4 		$204K Buy
+8,960
New +$189K 0.08% 184
2023
Q3 		– Sell
-8,924
Closed -$202K – 190
2023
Q2 		$202K Buy
+8,924
New +$186K 0.08% 185
2023
Q1 		– Sell
-12,290
Closed -$265K – 215
2022
Q4 		$265K Buy
12,290
+834
+7% +$17.1K 0.12% 158
2022
Q3 		$217K Buy
11,456
+14
+0.1% +$293 0.15% 147
2022
Q2 		$223K Buy
11,442
+14
+0.1% +$299 0.16% 139
2022
Q1 		$271K Buy
11,428
+96
+0.8% +$2.27K 0.21% 94
2021
Q4 		$290K Buy
+11,332
New +$293K 0.23% 109

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

Astoria Portfolio Advisors's SCHA Position: Q2 2026 in Review

Astoria Portfolio Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.12% in Q2 2026, buying an estimated $363 and bringing the position to 9,081 shares worth $328K. The position accounts for 0.06% of the portfolio, ranked #254.

Astoria Portfolio Advisors first reported a position in SCHA in Q4 2021 and has held it in 17 quarters since. The position peaked at $403K in Q1 2025. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Astoria Portfolio Advisors held 9,081 shares of Schwab U.S Small- Cap ETF worth $328K as of Q2 2026.
  • Astoria Portfolio Advisors bought 11 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $363.
  • Schwab U.S Small- Cap ETF made up 0.06% of Astoria Portfolio Advisors's portfolio in Q2 2026, its #254 holding.
  • Astoria Portfolio Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 17 quarters since.
  • Astoria Portfolio Advisors's Schwab U.S Small- Cap ETF position peaked at $403K in Q1 2025.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Astoria Portfolio Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.