Burton Enright Welch’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Burton Enright Welch’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	$358K	Hold	9,903	–	–	0.04%	115
2026 Q1	$288K	Hold	9,903	–	–	0.04%	115
2025 Q4	$282K	Buy	9,903 +9	+0.1%	+$254	0.04%	113
2025 Q3	$276K	Hold	9,894	–	–	0.04%	112
2025 Q2	$250K	Sell	9,894 -1,508	-13%	-$35.7K	0.04%	110
2025 Q1	$267K	Buy	11,402 +746	+7%	+$19K	0.05%	93
2024 Q4	$276K	Buy	10,656 +1,388	+15%	+$36.9K	0.06%	85
2024 Q3	$239K	Hold	9,268	–	–	0.05%	86
2024 Q2	$220K	Hold	9,268	–	–	0.05%	90
2024 Q1	$228K	Hold	9,268	–	–	0.05%	82
2023 Q4	$219K	Buy	+9,268	New	+$195K	0.06%	74
2023 Q3	–	Sell	-9,268	Closed	-$203K	–	75
2023 Q2	$203K	Sell	9,268 -642	-6%	-$13.4K	0.06%	68
2023 Q1	$208K	Buy	9,910 +4	+0%	+$86	0.08%	64
2022 Q4	$201K	Sell	9,906 -1,386	-12%	-$28.4K	0.08%	61
2022 Q3	$213K	Buy	11,292 +4	+0%	+$84	0.11%	55
2022 Q2	$220K	Buy	11,288 +2	+0%	+$43	0.13%	56
2022 Q1	$267K	Sell	11,286 -1,298	-10%	-$30.6K	0.15%	56
2021 Q4	$322K	Buy	+12,584	New	+$326K	0.22%	48

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

Burton Enright Welch's SCHA Position: Q2 2026 in Review

Burton Enright Welch held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 9,903 shares worth $358K. The position accounts for 0.04% of the portfolio, ranked #115.

Burton Enright Welch first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Burton Enright Welch held 9,903 shares of Schwab U.S Small- Cap ETF worth $358K as of Q2 2026.
Burton Enright Welch left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.04% of Burton Enright Welch's portfolio in Q2 2026, its #115 holding.
Burton Enright Welch first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.