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

Atlas Capital 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
Q1 		$1.77M Buy
60,858
+335
+0.6% +$10K 0.2% 104
2025
Q4 		$1.72M Buy
+60,523
New +$1.71M 0.19% 103
2025
Q2 		$790K Buy
31,227
+29,515
+1,724% +$698K 0.1% 178
2025
Q1 		$40.1K Sell
1,712
-16
-0.9% -$408 0.01% 656
2024
Q4 		$44.7K Sell
1,728
-74
-4% -$1.97K 0.01% 627
2024
Q3 		$46.4K Buy
1,802
+22
+1% +$546 0.01% 591
2024
Q2 		$42.2K Sell
1,780
-44
-2% -$1.04K 0.01% 609
2024
Q1 		$44.9K Buy
1,824
+312
+21% +$7.31K 0.01% 583
2023
Q4 		$35.7K Sell
1,512
-28
-2% -$590 0.01% 631
2023
Q3 		$31.9K Buy
1,540
+738
+92% +$16.2K 0.01% 593
2023
Q2 		$17.6K Sell
802
-226
-22% -$4.71K ﹤0.01% 698
2023
Q1 		$21.6K Sell
1,028
-212
-17% -$4.56K ﹤0.01% 675
2022
Q4 		$25.1K Buy
1,240
+356
+40% +$7.29K ﹤0.01% 638
2022
Q3 		$16.7K Sell
884
-8
-0.9% -$167 ﹤0.01% 667
2022
Q2 		$17.4K Buy
892
+352
+65% +$7.53K ﹤0.01% 701
2022
Q1 		$12.8K Buy
540
+276
+105% +$6.51K ﹤0.01% 677
2021
Q4 		$6.76K Hold
264
– – ﹤0.01% 774
2021
Q3 		$6.61K Hold
264
– – ﹤0.01% 778
2021
Q2 		$6.88K Buy
264
+104
+65% +$2.66K ﹤0.01% 795
2021
Q1 		$3.99K Hold
160
– – ﹤0.01% 764
2020
Q4 		$3.56K Buy
+160
New +$3.19K ﹤0.01% 629
2020
Q3 		– Sell
-160
Closed -$2.61K – 535
2020
Q2 		$2.61K Buy
+160
New +$2.4K ﹤0.01% 651

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Atlas Capital Advisors's SCHA Position: Q1 2026 in Review

Atlas Capital Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.55% in Q1 2026, buying an estimated $10K and bringing the position to 60,858 shares worth $1.77M. The position accounts for 0.2% of the portfolio, ranked #104.

Atlas Capital Advisors first reported a position in SCHA in Q2 2020 and has held it in 22 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Atlas Capital Advisors held 60,858 shares of Schwab U.S Small- Cap ETF worth $1.77M as of Q1 2026.
  • Atlas Capital Advisors bought 335 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $10K.
  • Schwab U.S Small- Cap ETF made up 0.2% of Atlas Capital Advisors's portfolio in Q1 2026, its #104 holding.
  • Atlas Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 22 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Atlas Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.