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

Centerpoint 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	$3.25M	Hold	90,000	–	–	0.92%	17
2026 Q1	$2.62M	Sell	90,000 -6	-0%	-$180	0.85%	18
2025 Q4	$2.56M	Buy	90,006 +6	+0%	+$169	0.79%	18
2025 Q3	$2.51M	Hold	90,000	–	–	0.78%	18
2025 Q2	$2.28M	Hold	90,000	–	–	0.77%	20
2025 Q1	$2.11M	Hold	90,000	–	–	0.78%	20
2024 Q4	$2.33M	Hold	90,000	–	–	0.81%	19
2024 Q3	$2.32M	Hold	90,000	–	–	0.81%	19
2024 Q2	$2.13M	Hold	90,000	–	–	0.77%	20
2024 Q1	$2.22M	Hold	90,000	–	–	0.83%	20
2023 Q4	$2.13M	Hold	90,000	–	–	0.84%	19
2023 Q3	$1.86M	Hold	90,000	–	–	0.79%	24
2023 Q2	$1.97M	Hold	90,000	–	–	0.8%	24
2023 Q1	$1.89M	Hold	90,000	–	–	0.82%	22
2022 Q4	$1.82M	Buy	+90,000	New	+$1.84M	0.85%	23

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

Centerpoint Advisors's SCHA Position: Q2 2026 in Review

Centerpoint Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 90,000 shares worth $3.25M. The position accounts for 0.92% of the portfolio, ranked #17.

Centerpoint Advisors first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Centerpoint Advisors held 90,000 shares of Schwab U.S Small- Cap ETF worth $3.25M as of Q2 2026.
Centerpoint Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.92% of Centerpoint Advisors's portfolio in Q2 2026, its #17 holding.
Centerpoint Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.