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Blueprint Investment Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Blueprint Investment Partners’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 		$986K Buy
+27,294
New +$902K 0.08% 111
2022
Q3 		– Sell
-10,772
Closed -$210K – 181
2022
Q2 		$210K Buy
+10,772
New +$230K 0.06% 138

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

Blueprint Investment Partners's SCHA Position: Q2 2026 in Review

Blueprint Investment Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 27,294 shares worth $986K. The stake represents 0.08% of the portfolio and ranks #111 among its holdings. This is a return to the name: Blueprint Investment Partners previously reported a position in SCHA as recently as Q2 2022.

Blueprint Investment Partners first reported a position in SCHA in Q2 2022 and has held it in 2 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Blueprint Investment Partners held 27,294 shares of Schwab U.S Small- Cap ETF worth $986K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Blueprint Investment Partners position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.08% of Blueprint Investment Partners's portfolio in Q2 2026, its #111 holding.
  • Blueprint Investment Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 2 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Blueprint Investment Partners's 13F filing for Q2 2026, filed 4 Aug 2026.