Benjamin Edwards Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Benjamin Edwards Inc’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	$564K	Buy	15,607 +300	+2%	+$9.91K	0.01%	1011
2026 Q1	$445K	Sell	15,307 -100	-0.6%	-$3K	﹤0.01%	1040
2025 Q4	$439K	Sell	15,407 -1,648	-10%	-$46.5K	﹤0.01%	991
2025 Q3	$476K	Sell	17,055 -7	-0%	-$187	0.01%	946
2025 Q2	$432K	Buy	17,062 +11	+0.1%	+$260	0.01%	889
2025 Q1	$400K	Sell	17,051 -3,520	-17%	-$89.7K	0.01%	855
2024 Q4	$532K	Sell	20,571 -691	-3%	-$18.4K	0.01%	802
2024 Q3	$548K	Buy	+21,262	New	+$528K	0.01%	767

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

Benjamin Edwards Inc's SCHA Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2% in Q2 2026, buying an estimated $9.91K and bringing the position to 15,607 shares worth $564K. The position accounts for 0.01% of the portfolio, ranked #1011.

Benjamin Edwards Inc first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Benjamin Edwards Inc held 15,607 shares of Schwab U.S Small- Cap ETF worth $564K as of Q2 2026.
Benjamin Edwards Inc bought 300 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.91K.
Schwab U.S Small- Cap ETF made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1011 holding.
Benjamin Edwards Inc first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.