Bordeaux Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bordeaux Wealth 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
2025 Q2	$295K	Buy	+11,669	New	+$276K	0.04%	130
2025 Q1	–	Sell	-8,162	Closed	-$211K	–	168
2024 Q4	$211K	Sell	8,162 -766	-9%	-$20.4K	0.03%	149
2024 Q3	$230K	Sell	8,928 -622	-7%	-$15.4K	0.04%	144
2024 Q2	$227K	Buy	9,550 +48	+0.5%	+$1.14K	0.04%	124
2024 Q1	$234K	Buy	9,502 +316	+3%	+$7.4K	0.08%	101
2023 Q4	$217K	Buy	+9,186	New	+$194K	0.07%	103
2023 Q3	–	Sell	-9,186	Closed	-$201K	–	101
2023 Q2	$201K	Sell	9,186 -19,974	-68%	-$416K	0.08%	100
2023 Q1	$611K	Buy	+29,160	New	+$627K	0.32%	47

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bordeaux Wealth Advisors's SCHA Position: Q2 2025 in Review

Bordeaux Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2025: 11,669 shares worth $295K. The stake represents 0.04% of the portfolio and ranks #130 among its holdings. This is a return to the name: Bordeaux Wealth Advisors previously reported a position in SCHA as recently as Q4 2024.

Bordeaux Wealth Advisors first reported a position in SCHA in Q1 2023 and has held it in 8 quarters since. The position peaked at $611K in Q1 2023. 1,138 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Bordeaux Wealth Advisors held 11,669 shares of Schwab U.S Small- Cap ETF worth $295K as of Q2 2025.
Schwab U.S Small- Cap ETF was a new Bordeaux Wealth Advisors position in Q2 2025.
Schwab U.S Small- Cap ETF made up 0.04% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #130 holding.
Bordeaux Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 8 quarters since.
Bordeaux Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $611K in Q1 2023.
1,138 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.