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

Atmos Advisory’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	$6.54K	Hold	181	–	–	﹤0.01%	17
2026 Q1	$5.26K	Buy	181 +5	+3%	+$150	﹤0.01%	18
2025 Q4	$5.01K	Hold	176	–	–	﹤0.01%	19
2025 Q3	$4.91K	Hold	176	–	–	﹤0.01%	18
2025 Q2	$4.45K	Hold	176	–	–	﹤0.01%	18
2025 Q1	$4.12K	Hold	176	–	–	﹤0.01%	18
2024 Q4	$4.55K	Hold	176	–	–	﹤0.01%	28
2024 Q3	$4.53K	Hold	176	–	–	﹤0.01%	18
2024 Q2	$4.18K	Hold	176	–	–	﹤0.01%	18
2024 Q1	$4.33K	Hold	176	–	–	﹤0.01%	18
2023 Q4	$4.16K	Hold	176	–	–	﹤0.01%	19
2023 Q3	$3.65K	Sell	176 -48	-21%	-$1.05K	﹤0.01%	18
2023 Q2	$4.91K	Hold	224	–	–	﹤0.01%	18
2023 Q1	$4.7K	Sell	224 -642	-74%	-$13.8K	﹤0.01%	18
2022 Q4	$17.5K	Sell	866 -26	-3%	-$533	0.02%	22
2022 Q3	$17K	Sell	892 -88	-9%	-$1.84K	0.02%	18
2022 Q2	$19K	Sell	980 -44	-4%	-$941	0.02%	18
2022 Q1	$24K	Buy	1,024 +60	+6%	+$1.42K	0.02%	18
2021 Q4	$25K	Buy	+964	New	+$24.9K	0.02%	18

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

Atmos Advisory's SCHA Position: Q2 2026 in Review

Atmos Advisory held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 181 shares worth $6.54K. The position accounts for ﹤0.01% of the portfolio, ranked #17.

Atmos Advisory first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $25K in Q4 2021. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Atmos Advisory held 181 shares of Schwab U.S Small- Cap ETF worth $6.54K as of Q2 2026.
Atmos Advisory left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Atmos Advisory's portfolio in Q2 2026, its #17 holding.
Atmos Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
Atmos Advisory's Schwab U.S Small- Cap ETF position peaked at $25K in Q4 2021.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Atmos Advisory's 13F filing for Q2 2026, filed 2 Jul 2026.