Beacon Pointe Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Beacon Pointe Advisors’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	$36M	Sell	997,223 -47,073	-5%	-$1.56M	0.17%	127
2026 Q1	$30.4M	Buy	1,044,296 +190,768	+22%	+$5.72M	0.16%	133
2025 Q4	$24.3M	Buy	853,528 +25,576	+3%	+$722K	0.17%	130
2025 Q3	$23.1M	Buy	827,952 +9,330	+1%	+$249K	0.2%	114
2025 Q2	$20.7M	Sell	818,622 -37,163	-4%	-$879K	0.22%	108
2025 Q1	$20.1M	Sell	855,785 -30,343	-3%	-$773K	0.23%	107
2024 Q4	$22.9M	Sell	886,128 -22,812	-3%	-$607K	0.25%	93
2024 Q3	$23.4M	Sell	908,940 -61,402	-6%	-$1.52M	0.27%	83
2024 Q2	$23M	Sell	970,342 -18,094	-2%	-$429K	0.27%	79
2024 Q1	$24.3M	Sell	988,436 -15,886	-2%	-$372K	0.27%	83
2023 Q4	$23.7M	Sell	1,004,322 -8,652	-0.9%	-$182K	0.28%	80
2023 Q3	$21M	Buy	1,012,974 +138,238	+16%	+$3.03M	0.26%	91
2023 Q2	$19.2M	Sell	874,736 -173,480	-17%	-$3.62M	0.31%	73
2023 Q1	$22M	Buy	1,048,216 +50,642	+5%	+$1.09M	0.37%	65
2022 Q4	$20.2M	Sell	997,574 -102,786	-9%	-$2.11M	0.39%	65
2022 Q3	$20.8M	Buy	1,100,360 +47,442	+5%	+$992K	0.47%	48
2022 Q2	$20.5M	Sell	1,052,918 -18,940	-2%	-$405K	0.43%	53
2022 Q1	$25.4M	Buy	1,071,858 +785,302	+274%	+$18.5M	0.35%	66
2021 Q4	$7.34M	Buy	286,556 +14,004	+5%	+$362K	0.19%	108
2021 Q3	$6.82M	Buy	272,552 +18,056	+7%	+$459K	0.17%	138
2021 Q2	$6.63M	Buy	254,496 +7,640	+3%	+$195K	0.23%	101
2021 Q1	$6.14M	Buy	246,856 +41,420	+20%	+$1.02M	0.38%	67
2020 Q4	$4.57M	Sell	205,436 -13,920	-6%	-$277K	0.31%	72
2020 Q3	$3.76M	Sell	219,356 -72,256	-25%	-$1.24M	0.36%	64
2020 Q2	$4.75M	Buy	291,612 +142,888	+96%	+$2.14M	0.48%	54
2020 Q1	$1.91M	Buy	148,724 +34,436	+30%	+$585K	0.3%	69
2019 Q4	$2.16M	Buy	114,288 +2,284	+2%	+$41.3K	0.67%	37
2019 Q3	$1.96M	Sell	112,004 -6,856	-6%	-$121K	0.85%	33
2019 Q2	$2.13M	Buy	118,860 +23,448	+25%	+$415K	0.78%	32
2019 Q1	$1.67M	Sell	95,412 -11,940	-11%	-$204K	0.63%	49
2018 Q4	$1.63M	Buy	+107,352	New	+$1.81M	0.99%	27

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

Beacon Pointe Advisors's SCHA Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.5% in Q2 2026, selling an estimated $1.56M and leaving 997,223 shares worth $36M. The position accounts for 0.17% of the portfolio, ranked #127.

Beacon Pointe Advisors first reported a position in SCHA in Q4 2018 and has held it in 31 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Beacon Pointe Advisors held 997,223 shares of Schwab U.S Small- Cap ETF worth $36M as of Q2 2026.
Beacon Pointe Advisors sold 47,073 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.56M.
Schwab U.S Small- Cap ETF made up 0.17% of Beacon Pointe Advisors's portfolio in Q2 2026, its #127 holding.
Beacon Pointe Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 31 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.