AAS
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Avantax Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$2.75M Buy
108,885
+811
+0.8% +$19.2K 0.02% 654
2025
Q1 		$2.53M Buy
108,074
+19,466
+22% +$496K 0.02% 651
2024
Q4 		$2.29M Buy
88,608
+2,268
+3% +$60.3K 0.01% 656
2024
Q3 		$2.22M Sell
86,340
-4,462
-5% -$111K 0.01% 651
2024
Q2 		$2.15M Sell
90,802
-11,890
-12% -$282K 0.02% 636
2024
Q1 		$2.53M Sell
102,692
-9,150
-8% -$214K 0.02% 480
2023
Q4 		$2.64M Buy
111,842
+37,830
+51% +$797K 0.03% 430
2023
Q3 		$1.53M Buy
74,012
+6,708
+10% +$147K 0.02% 546
2023
Q2 		$1.47M Sell
67,304
-340
-0.5% -$7.09K 0.02% 559
2023
Q1 		$1.42M Sell
67,644
-45,282
-40% -$973K 0.02% 548
2022
Q4 		$2.29M Buy
112,926
+45,898
+68% +$941K 0.03% 381
2022
Q3 		$1.27M Sell
67,028
-4,712
-7% -$98.6K 0.02% 495
2022
Q2 		$1.4M Buy
71,740
+16,962
+31% +$363K 0.02% 461
2022
Q1 		$1.29M Sell
54,778
-15,962
-23% -$377K 0.02% 477
2021
Q4 		$1.81M Buy
70,740
+41,088
+139% +$1.06M 0.03% 387
2021
Q3 		$741K Buy
29,652
+4,020
+16% +$102K 0.01% 578
2021
Q2 		$670K Sell
25,632
-3,692
-13% -$94.4K 0.01% 590
2021
Q1 		$728K Buy
29,324
+924
+3% +$22.7K 0.02% 504
2020
Q4 		$630K Sell
28,400
-5,704
-17% -$114K 0.02% 490
2020
Q3 		$579K Sell
34,104
-51,124
-60% -$880K 0.01% 744
2020
Q2 		$1.4M Sell
85,228
-85,364
-50% -$1.28M 0.04% 284
2020
Q1 		$2.19M Buy
170,592
+112,176
+192% +$1.91M 0.07% 180
2019
Q4 		$1.11M Buy
58,416
+37,776
+183% +$684K 0.03% 310
2019
Q3 		$362K Buy
20,640
+3,388
+20% +$59.8K 0.01% 388
2019
Q2 		$308K Buy
17,252
+2,800
+19% +$49.5K 0.01% 389
2019
Q1 		$253K Buy
+14,452
New +$247K 0.01% 402

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Avantax Advisory Services's SCHA Position: Q2 2025 in Review

Avantax Advisory Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.75% in Q2 2025, buying an estimated $19.2K and bringing the position to 108,885 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #654.

Avantax Advisory Services first reported a position in SCHA in Q1 2019 and has held it in 26 quarters since. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Avantax Advisory Services held 108,885 shares of Schwab U.S Small- Cap ETF worth $2.75M as of Q2 2025.
  • Avantax Advisory Services bought 811 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $19.2K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #654 holding.
  • Avantax Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 26 quarters since.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.