Avidian Wealth Enterprises
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
Q3 		$2.1M Sell
64,461
-9,495
-13% -$325K 0.06% 211
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

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises's SCHA Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 13% in Q3 2026, selling an estimated $325K and leaving 64,461 shares worth $2.1M. The position accounts for 0.06% of the portfolio, ranked #211.

Avidian Wealth Enterprises first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. The position peaked at $6.2M in Q4 2024. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Avidian Wealth Enterprises held 64,461 shares of Schwab U.S Small- Cap ETF worth $2.1M as of Q3 2026.
  • Avidian Wealth Enterprises sold 9,495 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $325K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #211 holding.
  • Avidian Wealth Enterprises first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Avidian Wealth Enterprises's Schwab U.S Small- Cap ETF position peaked at $6.2M in Q4 2024.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.