Cary Street Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cary Street Partners’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	$382K	Sell	10,573 -102	-1%	-$3.37K	0.01%	745
2026 Q1	$310K	Sell	10,675 -4,633	-30%	-$139K	0.01%	708
2025 Q4	$436K	Buy	15,308 +3,853	+34%	+$109K	0.01%	631
2025 Q3	$320K	Sell	11,455 -40	-0.3%	-$1.07K	0.01%	667
2025 Q2	$291K	Buy	+11,495	New	+$272K	0.01%	670

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

Cary Street Partners's SCHA Position: Q2 2026 in Review

Cary Street Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.96% in Q2 2026, selling an estimated $3.37K and leaving 10,573 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #745.

Cary Street Partners first reported a position in SCHA in Q2 2025 and has held it in 5 quarters since. The position peaked at $436K in Q4 2025. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Cary Street Partners held 10,573 shares of Schwab U.S Small- Cap ETF worth $382K as of Q2 2026.
Cary Street Partners sold 102 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.37K.
Schwab U.S Small- Cap ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #745 holding.
Cary Street Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 5 quarters since.
Cary Street Partners's Schwab U.S Small- Cap ETF position peaked at $436K in Q4 2025.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.