Biltmore Family Office’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Biltmore Family Office’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	$294K	Hold	8,148	–	–	0.04%	213
2026 Q1	$237K	Hold	8,148	–	–	0.03%	226
2025 Q4	$232K	Sell	8,148 -192	-2%	-$5.42K	0.03%	210
2025 Q3	$233K	Hold	8,340	–	–	0.03%	202
2025 Q2	$211K	Buy	8,340 +192	+2%	+$4.54K	0.04%	202
2025 Q1	$191K	Hold	8,148	–	–	0.03%	205
2024 Q4	$211K	Hold	8,148	–	–	0.04%	197
2024 Q3	$210K	Buy	+8,148	New	+$202K	0.04%	202
2023 Q4	–	Sell	-432	Closed	-$8.95K	–	244
2023 Q3	$8.95K	Buy	+432	New	+$9.48K	﹤0.01%	224
2023 Q2	–	Sell	-12,148	Closed	-$255K	–	257
2023 Q1	$255K	Hold	12,148	–	–	0.05%	196
2022 Q4	$246K	Buy	+12,148	New	+$249K	0.05%	193

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

Biltmore Family Office's SCHA Position: Q2 2026 in Review

Biltmore Family Office held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,148 shares worth $294K. The position accounts for 0.04% of the portfolio, ranked #213.

Biltmore Family Office first reported a position in SCHA in Q4 2022 and has held it in 11 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Biltmore Family Office held 8,148 shares of Schwab U.S Small- Cap ETF worth $294K as of Q2 2026.
Biltmore Family Office left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.04% of Biltmore Family Office's portfolio in Q2 2026, its #213 holding.
Biltmore Family Office first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 11 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.