Aurora Private Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aurora Private Wealth’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	$511K	Sell	14,148 -42	-0.3%	-$1.39K	0.32%	70
2026 Q1	$404K	Hold	14,190	–	–	0.29%	87
2025 Q4	$404K	Buy	+14,190	New	+$401K	0.27%	89
2025 Q2	$413K	Buy	+16,322	New	+$386K	0.31%	83
2025 Q1	–	Sell	-12,375	Closed	-$320K	–	165
2024 Q4	$320K	Sell	12,375 -1,969	-14%	-$52.4K	0.24%	107
2024 Q3	$369K	Buy	14,344 +86	+0.6%	+$2.13K	0.29%	88
2024 Q2	$338K	Sell	14,258 -720	-5%	-$17.1K	0.3%	86
2024 Q1	$365K	Sell	14,978 -2,016	-12%	-$47.2K	0.32%	82
2023 Q4	$401K	Buy	16,994 +1,352	+9%	+$28.5K	0.38%	75
2023 Q3	$324K	Sell	15,642 -466	-3%	-$10.2K	0.36%	80
2023 Q2	$353K	Buy	16,108 +72	+0.4%	+$1.5K	0.4%	70
2023 Q1	$336K	Buy	16,036 +44	+0.3%	+$946	0.36%	84
2022 Q4	$324K	Sell	15,992 -280	-2%	-$5.74K	0.37%	80
2022 Q3	$308K	Sell	16,272 -1,748	-10%	-$36.6K	0.14%	112
2022 Q2	$351K	Sell	18,020 -2,040	-10%	-$43.6K	0.16%	104
2022 Q1	$475K	Sell	20,060 -1,784	-8%	-$42.1K	0.2%	94
2021 Q4	$559K	Sell	21,844 -1,648	-7%	-$42.6K	0.24%	74
2021 Q3	$588K	Buy	23,492 +52	+0.2%	+$1.32K	0.24%	86
2021 Q2	$610K	Buy	23,440 +2,928	+14%	+$74.9K	0.24%	89
2021 Q1	$511K	Buy	+20,512	New	+$504K	0.21%	98
2020 Q1	–	Sell	-22,592	Closed	-$427K	–	266
2019 Q4	$427K	Buy	+22,592	New	+$409K	0.15%	113

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

BWA

BlueSky Wealth Advisors New Bern, North Carolina $863M AUM 17.63% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Aurora Private Wealth's SCHA Position: Q2 2026 in Review

Aurora Private Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.3% in Q2 2026, selling an estimated $1.39K and leaving 14,148 shares worth $511K. The position accounts for 0.32% of the portfolio, ranked #70.

Aurora Private Wealth first reported a position in SCHA in Q4 2019 and has held it in 21 quarters since. The position peaked at $610K in Q2 2021. 563 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Aurora Private Wealth held 14,148 shares of Schwab U.S Small- Cap ETF worth $511K as of Q2 2026.
Aurora Private Wealth sold 42 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.39K.
Schwab U.S Small- Cap ETF made up 0.32% of Aurora Private Wealth's portfolio in Q2 2026, its #70 holding.
Aurora Private Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 21 quarters since.
Aurora Private Wealth's Schwab U.S Small- Cap ETF position peaked at $610K in Q2 2021.
563 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.