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

Capital Advisors Ltd’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 		$468K Sell
12,964
-2,416
-16% -$79.8K 0.05% 191
2026
Q1 		$447K Hold
15,380
– – 0.05% 184
2025
Q4 		$438K Hold
15,380
– – 0.05% 188
2025
Q3 		$429K Hold
15,380
– – 0.05% 192
2025
Q2 		$389K Sell
15,380
-575
-4% -$13.6K 0.05% 191
2025
Q1 		$374K Buy
15,955
+1,616
+11% +$41.2K 0.05% 188
2024
Q4 		$371K Buy
14,339
+1,325
+10% +$35.3K 0.05% 195
2024
Q3 		$335K Sell
13,014
-280
-2% -$6.95K 0.04% 206
2024
Q2 		$315K Hold
13,294
– – 0.04% 208
2024
Q1 		$327K Buy
13,294
+1,720
+15% +$40.3K 0.04% 211
2023
Q4 		$273K Hold
11,574
– – 0.04% 221
2023
Q3 		$240K Buy
11,574
+48
+0.4% +$1.05K 0.04% 230
2023
Q2 		$252K Hold
11,526
– – 0.04% 231
2023
Q1 		$242K Buy
11,526
+926
+9% +$19.9K 0.04% 208
2022
Q4 		$215K Sell
10,600
-192
-2% -$3.94K 0.04% 228
2022
Q3 		$204K Buy
10,792
+900
+9% +$18.8K 0.04% 224
2022
Q2 		$193K Buy
9,892
+4,480
+83% +$95.8K 0.04% 235
2022
Q1 		$128K Buy
5,412
+1,700
+46% +$40.1K 0.02% 292
2021
Q4 		$95K Sell
3,712
-500
-12% -$12.9K 0.02% 309
2021
Q3 		$105K Buy
4,212
+4
+0.1% +$102 0.02% 271
2021
Q2 		$110K Buy
4,208
+4
+0.1% +$102 0.02% 258
2021
Q1 		$105K Buy
4,204
+3,956
+1,595% +$97.3K 0.02% 236
2020
Q4 		$6K Hold
248
– – ﹤0.01% 410
2020
Q3 		$4K Hold
248
– – ﹤0.01% 426
2020
Q2 		$4K Hold
248
– – ﹤0.01% 420
2020
Q1 		$3K Hold
248
– – ﹤0.01% 432
2019
Q4 		$5K Buy
+248
New +$4.49K ﹤0.01% 386

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 Ltd's SCHA Position: Q2 2026 in Review

Capital Advisors Ltd reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q2 2026, selling an estimated $79.8K and leaving 12,964 shares worth $468K. The position accounts for 0.05% of the portfolio, ranked #191.

Capital Advisors Ltd first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Capital Advisors Ltd held 12,964 shares of Schwab U.S Small- Cap ETF worth $468K as of Q2 2026.
  • Capital Advisors Ltd sold 2,416 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $79.8K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Capital Advisors Ltd's portfolio in Q2 2026, its #191 holding.
  • Capital Advisors Ltd first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 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 Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.