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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
Q2 		$2.3M Buy
63,722
+2,864
+5% +$94.6K 0.25% 87
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 $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

Atlas Capital Advisors's SCHA Position: Q2 2026 in Review

Atlas Capital Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.7% in Q2 2026, buying an estimated $94.6K and bringing the position to 63,722 shares worth $2.3M. The position accounts for 0.25% of the portfolio, ranked #87.

Atlas Capital Advisors first reported a position in SCHA in Q2 2020 and has held it in 23 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Atlas Capital Advisors held 63,722 shares of Schwab U.S Small- Cap ETF worth $2.3M as of Q2 2026.
  • Atlas Capital Advisors bought 2,864 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $94.6K.
  • Schwab U.S Small- Cap ETF made up 0.25% of Atlas Capital Advisors's portfolio in Q2 2026, its #87 holding.
  • Atlas Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 23 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.