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

Bluestem 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	$2.74M	Sell	75,957 -1,848	-2%	-$61.1K	0.96%	18
2026 Q1	$2.26M	Buy	77,805 +5	+0%	+$150	0.87%	20
2025 Q4	$2.22M	Sell	77,800 -2,947	-4%	-$83.2K	0.86%	20
2025 Q3	$2.25M	Sell	80,747 -327	-0.4%	-$8.74K	0.88%	20
2025 Q2	$2.05M	Buy	81,074 +62,207	+330%	+$1.47M	0.88%	20
2025 Q1	$442K	Sell	18,867 -675	-3%	-$17.2K	0.21%	24
2024 Q4	$505K	Buy	19,542 +2	+0%	+$53	0.24%	24
2024 Q3	$503K	Buy	19,540 +2	+0%	+$50	0.23%	24
2024 Q2	$464K	Sell	19,538 -960	-5%	-$22.8K	0.23%	24
2024 Q1	$505K	Buy	20,498 +350	+2%	+$8.2K	0.26%	22
2023 Q4	$476K	Buy	+20,148	New	+$425K	0.28%	22

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

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

Bluestem Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.4% in Q2 2026, selling an estimated $61.1K and leaving 75,957 shares worth $2.74M. The position accounts for 0.96% of the portfolio, ranked #18.

Bluestem Financial Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Bluestem Financial Advisors held 75,957 shares of Schwab U.S Small- Cap ETF worth $2.74M as of Q2 2026.
Bluestem Financial Advisors sold 1,848 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $61.1K.
Schwab U.S Small- Cap ETF made up 0.96% of Bluestem Financial Advisors's portfolio in Q2 2026, its #18 holding.
Bluestem Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Bluestem Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.