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Brio Consultants’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Brio Consultants’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 		$220K Buy
+6,078
New +$201K 0.03% 150
2022
Q2 		– Sell
-10,102
Closed -$239K – 89
2022
Q1 		$239K Buy
+10,102
New +$238K 0.05% 71

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

Brio Consultants's SCHA Position: Q2 2026 in Review

Brio Consultants opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,078 shares worth $220K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings. This is a return to the name: Brio Consultants previously reported a position in SCHA as recently as Q1 2022.

Brio Consultants first reported a position in SCHA in Q1 2022 and has held it in 2 quarters since. The position peaked at $239K in Q1 2022. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Brio Consultants held 6,078 shares of Schwab U.S Small- Cap ETF worth $220K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Brio Consultants position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Brio Consultants's portfolio in Q2 2026, its #150 holding.
  • Brio Consultants first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 2 quarters since.
  • Brio Consultants's Schwab U.S Small- Cap ETF position peaked at $239K in Q1 2022.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.