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

Capital Investment Advisors’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 		$767K Sell
21,219
-823
-4% -$27.2K 0.01% 424
2026
Q1 		$641K Buy
22,042
+2,366
+12% +$70.9K 0.01% 428
2025
Q4 		$560K Sell
19,676
-282
-1% -$7.96K 0.01% 458
2025
Q3 		$557K Buy
19,958
+4,907
+33% +$131K 0.01% 452
2025
Q2 		$381K Sell
15,051
-82
-0.5% -$1.94K 0.01% 506
2025
Q1 		$355K Buy
15,133
+5,283
+54% +$135K 0.01% 505
2024
Q4 		$255K Buy
9,850
+600
+6% +$16K 0.01% 560
2024
Q3 		$238K Sell
9,250
-110
-1% -$2.73K ﹤0.01% 577
2024
Q2 		$222K Buy
9,360
+654
+8% +$15.5K 0.01% 568
2024
Q1 		$214K Sell
8,706
-3,120
-26% -$73.1K 0.01% 572
2023
Q4 		$279K Buy
11,826
+288
+2% +$6.07K 0.01% 486
2023
Q3 		$239K Buy
11,538
+870
+8% +$19.1K 0.01% 511
2023
Q2 		$234K Buy
10,668
+868
+9% +$18.1K 0.01% 483
2023
Q1 		$205K Sell
9,800
-3,092
-24% -$66.5K 0.01% 520
2022
Q4 		$261K Buy
+12,892
New +$264K 0.01% 471
2022
Q1 		– Sell
-8,120
Closed -$208K – 613
2021
Q4 		$208K Buy
+8,120
New +$210K 0.01% 558
2019
Q2 		– Sell
-12,452
Closed -$218K – 520
2019
Q1 		$218K Sell
12,452
-1,384
-10% -$23.7K 0.01% 441
2018
Q4 		$210K Buy
13,836
+2,224
+19% +$37.6K 0.01% 430
2018
Q3 		$221K Sell
11,612
-328
-3% -$6.25K 0.01% 444
2018
Q2 		$220K Buy
+11,940
New +$216K 0.01% 436

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 Investment Advisors's SCHA Position: Q2 2026 in Review

Capital Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.7% in Q2 2026, selling an estimated $27.2K and leaving 21,219 shares worth $767K. The position accounts for 0.01% of the portfolio, ranked #424.

Capital Investment Advisors first reported a position in SCHA in Q2 2018 and has held it in 20 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Capital Investment Advisors held 21,219 shares of Schwab U.S Small- Cap ETF worth $767K as of Q2 2026.
  • Capital Investment Advisors sold 823 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $27.2K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #424 holding.
  • Capital Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 20 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.