Cerity Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $136M | Buy |
4,000,364
+156,120
| +4% | +$5.16M | 0.16% | 122 |
|
|
2026
Q1 | $112M | Buy |
3,844,244
+87,162
| +2% | +$2.61M | 0.16% | 128 |
|
|
2025
Q4 | $107M | Sell |
3,757,082
-19,525
| -0.5% | -$551K | 0.16% | 131 |
|
|
2025
Q3 | $105M | Sell |
3,776,607
-113,924
| -3% | -$3.05M | 0.17% | 116 |
|
|
2025
Q2 | $98.4M | Sell |
3,890,531
-893,342
| -19% | -$21.1M | 0.18% | 121 |
|
|
2025
Q1 | $112M | Buy |
4,783,873
+137,074
| +3% | +$3.49M | 0.23% | 94 |
|
|
2024
Q4 | $120M | Buy |
4,646,799
+125,685
| +3% | +$3.34M | 0.26% | 82 |
|
|
2024
Q3 | $116M | Buy |
4,521,114
+642,332
| +17% | +$15.9M | 0.26% | 81 |
|
|
2024
Q2 | $92M | Buy |
3,878,782
+55,068
| +1% | +$1.31M | 0.24% | 85 |
|
|
2024
Q1 | $94.1M | Sell |
3,823,714
-29,697,144
| -89% | -$696M | 0.25% | 84 |
|
|
2023
Q4 | $87.4M | Buy |
33,520,858
+29,600,064
| +755% | +$624M | 0.29% | 81 |
|
|
2023
Q3 | $81.2M | Buy |
3,920,794
+2,704,554
| +222% | +$59.3M | 0.39% | 61 |
|
|
2023
Q2 | $26.6M | Buy |
1,216,240
+678,972
| +126% | +$14.2M | 0.1% | 189 |
|
|
2023
Q1 | $11.3M | Buy |
537,268
+28,062
| +6% | +$603K | 0.03% | 334 |
|
|
2022
Q4 | $10.3M | Buy |
509,206
+39,054
| +8% | +$800K | 0.07% | 258 |
|
|
2022
Q3 | $8.89M | Sell |
470,152
-18,462
| -4% | -$386K | 0.11% | 173 |
|
|
2022
Q2 | $9.5M | Buy |
488,614
+120,106
| +33% | +$2.57M | 0.11% | 169 |
|
|
2022
Q1 | $8.73M | Sell |
368,508
-14,264
| -4% | -$337K | 0.14% | 134 |
|
|
2021
Q4 | $9.8M | Buy |
382,772
+324,976
| +562% | +$8.41M | 0.15% | 124 |
|
|
2021
Q3 | $1.45M | Buy |
57,796
+5,460
| +10% | +$139K | 0.03% | 311 |
|
|
2021
Q2 | $1.36M | Buy |
52,336
+1,812
| +4% | +$46.3K | 0.03% | 320 |
|
|
2021
Q1 | $1.26M | Buy |
50,524
+2,884
| +6% | +$70.9K | 0.03% | 316 |
|
|
2020
Q4 | $1.06M | Buy |
47,640
+32,832
| +222% | +$654K | 0.03% | 297 |
|
|
2020
Q3 | $253K | Buy |
14,808
+1,844
| +14% | +$31.7K | 0.01% | 428 |
|
|
2020
Q2 | $212K | Buy |
+12,964
| New | +$194K | 0.01% | 413 |
|
|
2020
Q1 | – | Sell |
-12,980
| Closed | -$245K | – | 506 |
|
|
2019
Q4 | $245K | Buy |
12,980
+224
| +2% | +$4.05K | 0.01% | 464 |
|
|
2019
Q3 | $222K | Buy |
12,756
+116
| +0.9% | +$2.05K | 0.01% | 439 |
|
|
2019
Q2 | $226K | Sell |
12,640
-740
| -6% | -$13.1K | 0.01% | 435 |
|
|
2019
Q1 | $234K | Buy |
+13,380
| New | +$229K | 0.02% | 466 |
|
|
2018
Q4 | – | Sell |
-11,372
| Closed | -$217K | – | 550 |
|
|
2018
Q3 | $217K | Buy |
+11,372
| New | +$217K | 0.02% | 497 |
|
Other funds holding SCHA
AA
Cerity Partners's SCHA Position: Q2 2026 in Review
Cerity Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.1% in Q2 2026, buying an estimated $5.16M and bringing the position to 4,000,364 shares worth $136M. The position accounts for 0.16% of the portfolio, ranked #122.
Cerity Partners first reported a position in SCHA in Q3 2018 and has held it in 30 quarters since. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.
- Cerity Partners held 4,000,364 shares of Schwab U.S Small- Cap ETF worth $136M as of Q2 2026.
- Cerity Partners bought 156,120 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.16M.
- Schwab U.S Small- Cap ETF made up 0.16% of Cerity Partners's portfolio in Q2 2026, its #122 holding.
- Cerity Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 30 quarters since.
- 1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.
Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.