Carroll Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Carroll Advisory Group’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	$1.5M	Sell	41,448 -872	-2%	-$28.8K	0.49%	37
2026 Q1	$1.23M	Sell	42,320 -4,040	-9%	-$121K	0.48%	38
2025 Q4	$1.32M	Buy	+46,360	New	+$1.31M	0.57%	37

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

Carroll Advisory Group's SCHA Position: Q2 2026 in Review

Carroll Advisory Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q2 2026, selling an estimated $28.8K and leaving 41,448 shares worth $1.5M. The position accounts for 0.49% of the portfolio, ranked #37.

Carroll Advisory Group first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Carroll Advisory Group held 41,448 shares of Schwab U.S Small- Cap ETF worth $1.5M as of Q2 2026.
Carroll Advisory Group sold 872 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $28.8K.
Schwab U.S Small- Cap ETF made up 0.49% of Carroll Advisory Group's portfolio in Q2 2026, its #37 holding.
Carroll Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Carroll Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.