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Capital Advisors Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capital Advisors Inc’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 		$347K Sell
9,592
-1,208
-11% -$39.9K 0.01% 287
2026
Q1 		$314K Buy
10,800
+1,852
+21% +$55.5K 0.01% 292
2025
Q4 		$255K Buy
8,948
+234
+3% +$6.61K ﹤0.01% 292
2025
Q3 		$243K Buy
8,714
+403
+5% +$10.8K ﹤0.01% 294
2025
Q2 		$210K Buy
+8,311
New +$196K ﹤0.01% 304
2025
Q1 		– Sell
-8,676
Closed -$224K – 328
2024
Q4 		$224K Sell
8,676
-1,220
-12% -$32.5K ﹤0.01% 284
2024
Q3 		$255K Sell
9,896
-238
-2% -$5.91K 0.01% 270
2024
Q2 		$240K Buy
10,134
+1,358
+15% +$32.2K 0.01% 279
2024
Q1 		$216K Buy
+8,776
New +$206K ﹤0.01% 286
2023
Q3 		– Sell
-10,042
Closed -$220K – 278
2023
Q2 		$220K Buy
+10,042
New +$209K 0.01% 252
2022
Q3 		– Sell
-10,986
Closed -$214K – 250
2022
Q2 		$214K Buy
10,986
+1,578
+17% +$33.7K 0.01% 230
2022
Q1 		$223K Buy
9,408
+1,540
+20% +$36.4K 0.01% 239
2021
Q4 		$201K Buy
+7,868
New +$204K 0.01% 241
2020
Q2 		– Sell
-25,948
Closed -$334K – 202
2020
Q1 		$334K Buy
+25,948
New +$441K 0.02% 129

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

Capital Advisors Inc's SCHA Position: Q2 2026 in Review

Capital Advisors Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q2 2026, selling an estimated $39.9K and leaving 9,592 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #287.

Capital Advisors Inc first reported a position in SCHA in Q1 2020 and has held it in 14 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Capital Advisors Inc held 9,592 shares of Schwab U.S Small- Cap ETF worth $347K as of Q2 2026.
  • Capital Advisors Inc sold 1,208 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $39.9K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Capital Advisors Inc's portfolio in Q2 2026, its #287 holding.
  • Capital Advisors Inc first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 14 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.