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Bell Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bell Investment 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 		$8.32M Sell
230,329
-9,086
-4% -$300K 1.22% 20
2026
Q1 		$6.96M Sell
239,415
-6,637
-3% -$199K 1.09% 23
2025
Q4 		$7.01M Sell
246,052
-2,432
-1% -$68.7K 1.11% 20
2025
Q3 		$6.93M Sell
248,484
-344
-0.1% -$9.2K 1.13% 22
2025
Q2 		$6.3M Sell
248,828
-9,491
-4% -$224K 1.08% 23
2025
Q1 		$6.05M Buy
258,319
+4
+0% +$102 1.12% 23
2024
Q4 		$6.68M Buy
258,315
+2,557
+1% +$68K 1.25% 21
2024
Q3 		$6.59M Buy
255,758
+20,728
+9% +$515K 1.21% 22
2024
Q2 		$5.58M Sell
235,030
-30,004
-11% -$711K 1.09% 23
2024
Q1 		$6.53M Sell
265,034
-11,038
-4% -$259K 1.28% 19
2023
Q4 		$6.52M Sell
276,072
-8,248
-3% -$174K 1.34% 19
2023
Q3 		$5.89M Buy
284,320
+6,534
+2% +$143K 1.32% 20
2023
Q2 		$6.08M Buy
277,786
+34,492
+14% +$719K 1.35% 19
2023
Q1 		$5.1M Sell
243,294
-1,214
-0.5% -$26.1K 1.19% 21
2022
Q4 		$4.95M Buy
244,508
+17,970
+8% +$368K 1.23% 21
2022
Q3 		$4.28M Buy
226,538
+35,746
+19% +$748K 1.33% 19
2022
Q2 		$3.72M Buy
+190,792
New +$4.08M 1.14% 22
2021
Q4 		$5.32M Sell
207,960
-11,164
-5% -$289K 1.46% 16
2021
Q3 		$5.48M Buy
+219,124
New +$5.56M 1.62% 15

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

Bell Investment Advisors's SCHA Position: Q2 2026 in Review

Bell Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q2 2026, selling an estimated $300K and leaving 230,329 shares worth $8.32M. The position accounts for 1.22% of the portfolio, ranked #20.

Bell Investment Advisors first reported a position in SCHA in Q3 2021 and has held it in 19 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Bell Investment Advisors held 230,329 shares of Schwab U.S Small- Cap ETF worth $8.32M as of Q2 2026.
  • Bell Investment Advisors sold 9,086 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $300K.
  • Schwab U.S Small- Cap ETF made up 1.22% of Bell Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Bell Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.