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Beaumont Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Beaumont Financial 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 		$695K Buy
19,248
+3
+0% +$99 0.04% 209
2026
Q1 		$560K Buy
19,245
+2
+0% +$60 0.04% 220
2025
Q4 		$548K Buy
19,243
+5
+0% +$141 0.04% 222
2025
Q3 		$537K Buy
19,238
+520
+3% +$13.9K 0.04% 230
2025
Q2 		$474K Sell
18,718
-1,173
-6% -$27.7K 0.03% 229
2025
Q1 		$466K Sell
19,891
-3,034
-13% -$77.3K 0.04% 230
2024
Q4 		$593K Buy
22,925
+2,229
+11% +$59.3K 0.04% 206
2024
Q3 		$533K Sell
20,696
-1,896
-8% -$47.1K 0.04% 205
2024
Q2 		$536K Sell
22,592
-722
-3% -$17.1K 0.04% 205
2024
Q1 		$574K Buy
23,314
+150
+0.6% +$3.51K 0.05% 191
2023
Q4 		$547K Sell
23,164
-5,508
-19% -$116K 0.05% 185
2023
Q3 		$594K Sell
28,672
-942
-3% -$20.7K 0.06% 163
2023
Q2 		$649K Sell
29,614
-4,824
-14% -$101K 0.06% 168
2023
Q1 		$722K Buy
34,438
+4
+0% +$86 0.07% 145
2022
Q4 		$697K Sell
34,434
-224
-0.6% -$4.59K 0.07% 154
2022
Q3 		$655K Buy
+34,658
New +$725K 0.06% 148
2017
Q2 		– Sell
-15,136
Closed -$238K – 189
2017
Q1 		$238K Buy
15,136
+128
+0.9% +$2K 0.03% 163
2016
Q4 		$231K Buy
15,008
+388
+3% +$5.71K 0.03% 143
2016
Q3 		$210K Buy
+14,620
New +$207K 0.03% 137

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Beaumont Financial Advisors's SCHA Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.02% in Q2 2026, buying an estimated $99 and bringing the position to 19,248 shares worth $695K. The position accounts for 0.04% of the portfolio, ranked #209.

Beaumont Financial Advisors first reported a position in SCHA in Q3 2016 and has held it in 19 quarters since. The position peaked at $722K in Q1 2023. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Beaumont Financial Advisors held 19,248 shares of Schwab U.S Small- Cap ETF worth $695K as of Q2 2026.
  • Beaumont Financial Advisors bought 3 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $99.
  • Schwab U.S Small- Cap ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #209 holding.
  • Beaumont Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2016 and has held it in 19 quarters since.
  • Beaumont Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $722K in Q1 2023.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.