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BSW Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

BSW Wealth 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 		$433K Buy
11,990
+2,443
+26% +$80.7K 0.05% 195
2026
Q1 		$278K Sell
9,547
-88
-0.9% -$2.64K 0.03% 260
2025
Q4 		$274K Sell
9,635
-442
-4% -$12.5K 0.03% 263
2025
Q3 		$281K Buy
10,077
+203
+2% +$5.43K 0.04% 262
2025
Q2 		$250K Sell
9,874
-1,392
-12% -$32.9K 0.03% 273
2025
Q1 		$264K Sell
11,266
-373
-3% -$9.51K 0.04% 249
2024
Q4 		$301K Buy
11,639
+561
+5% +$14.9K 0.04% 229
2024
Q3 		$285K Sell
11,078
-610
-5% -$15.1K 0.04% 236
2024
Q2 		$277K Sell
11,688
-1,904
-14% -$45.1K 0.05% 222
2024
Q1 		$335K Buy
13,592
+16
+0.1% +$375 0.06% 202
2023
Q4 		$321K Buy
13,576
+128
+1% +$2.7K 0.06% 196
2023
Q3 		$279K Buy
13,448
+20
+0.1% +$439 0.06% 186
2023
Q2 		$294K Sell
13,428
-948
-7% -$19.8K 0.06% 191
2023
Q1 		$301K Buy
14,376
+22
+0.2% +$473 0.06% 217
2022
Q4 		$291K Buy
14,354
+2,652
+23% +$54.3K 0.06% 222
2022
Q3 		$221K Buy
11,702
+14
+0.1% +$293 0.05% 245
2022
Q2 		$228K Buy
11,688
+16
+0.1% +$342 0.05% 236
2022
Q1 		$276K Sell
11,672
-156
-1% -$3.68K 0.07% 216
2021
Q4 		$303K Buy
11,828
+20
+0.2% +$517 0.08% 194
2021
Q3 		$296K Sell
11,808
-392
-3% -$9.95K 0.08% 184
2021
Q2 		$318K Buy
+12,200
New +$312K 0.09% 165
2015
Q1 		– Sell
-24,084
Closed -$332K – 54
2014
Q4 		$332K Buy
+24,084
New +$320K 0.27% 44

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

BSW Wealth Partners's SCHA Position: Q2 2026 in Review

BSW Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 26% in Q2 2026, buying an estimated $80.7K and bringing the position to 11,990 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #195.

BSW Wealth Partners first reported a position in SCHA in Q4 2014 and has held it in 22 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • BSW Wealth Partners held 11,990 shares of Schwab U.S Small- Cap ETF worth $433K as of Q2 2026.
  • BSW Wealth Partners bought 2,443 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $80.7K.
  • Schwab U.S Small- Cap ETF made up 0.05% of BSW Wealth Partners's portfolio in Q2 2026, its #195 holding.
  • BSW Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 22 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.