AWE
SCHA icon

Avidian Wealth Enterprises’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Avidian Wealth Enterprises’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 		$2.67M Sell
73,956
-884
-1% -$29.2K 0.07% 175
2026
Q1 		$2.18M Sell
74,840
-3,298
-4% -$98.9K 0.07% 181
2025
Q4 		$2.23M Buy
78,138
+89
+0.1% +$2.51K 0.08% 130
2025
Q3 		$2.18M Buy
78,049
+315
+0.4% +$8.42K 0.08% 130
2025
Q2 		$1.97M Sell
77,734
-143,409
-65% -$3.39M 0.08% 133
2025
Q1 		$5.18M Sell
221,143
-18,638
-8% -$475K 0.23% 68
2024
Q4 		$6.2M Sell
239,781
-937
-0.4% -$24.9K 0.28% 57
2024
Q3 		$6.2M Buy
240,718
+69,022
+40% +$1.71M 0.28% 59
2024
Q2 		$4.07M Buy
171,696
+152,362
+788% +$3.61M 0.17% 79
2024
Q1 		$476K Sell
19,334
-300
-2% -$7.03K 0.02% 276
2023
Q4 		$464K Sell
19,634
-4,382
-18% -$92.4K 0.03% 274
2023
Q3 		$497K Sell
24,016
-3,140
-12% -$68.9K 0.04% 252
2023
Q2 		$595K Buy
27,156
+2,916
+12% +$60.8K 0.04% 240
2023
Q1 		$508K Sell
24,240
-6
-0% -$129 0.03% 291
2022
Q4 		$491K Sell
24,246
-578
-2% -$11.8K 0.03% 280
2022
Q3 		$469K Sell
24,824
-27,494
-53% -$575K 0.03% 248
2022
Q2 		$1.02M Sell
52,318
-32,892
-39% -$703K 0.07% 165
2022
Q1 		$2.02M Buy
85,210
+8,226
+11% +$194K 0.12% 120
2021
Q4 		$1.97M Buy
+76,984
New +$1.99M 0.12% 116
2021
Q2 		– Sell
-157,732
Closed -$3.93M – 409
2021
Q1 		$3.93M Buy
157,732
+7,708
+5% +$190K 0.33% 49
2020
Q4 		$3.34M Buy
+150,024
New +$2.99M 0.32% 51

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SCM
Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
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
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
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

Avidian Wealth Enterprises's SCHA Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q2 2026, selling an estimated $29.2K and leaving 73,956 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #175.

Avidian Wealth Enterprises first reported a position in SCHA in Q4 2020 and has held it in 21 quarters since. The position peaked at $6.2M in Q4 2024. 708 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Avidian Wealth Enterprises held 73,956 shares of Schwab U.S Small- Cap ETF worth $2.67M as of Q2 2026.
  • Avidian Wealth Enterprises sold 884 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $29.2K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #175 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 21 quarters since.
  • Avidian Wealth Enterprises's Schwab U.S Small- Cap ETF position peaked at $6.2M in Q4 2024.
  • 708 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.