Certior Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Certior Financial 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	$6.54M	Buy	181,064 +7,316	+4%	+$242K	3.58%	5
2026 Q1	$5.05M	Buy	173,748 +9,475	+6%	+$284K	3.22%	5
2025 Q4	$4.68M	Buy	164,273 +6,244	+4%	+$176K	3.16%	4
2025 Q3	$4.41M	Buy	158,029 +8,766	+6%	+$234K	2.93%	5
2025 Q2	$3.78M	Buy	149,263 +17,315	+13%	+$409K	2.82%	7
2025 Q1	$3.09M	Buy	131,948 +50,717	+62%	+$1.29M	2.5%	9
2024 Q4	$2.1M	Buy	+81,231	New	+$2.16M	1.82%	16

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

Certior Financial Group's SCHA Position: Q2 2026 in Review

Certior Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.2% in Q2 2026, buying an estimated $242K and bringing the position to 181,064 shares worth $6.54M. The position accounts for 3.58% of the portfolio, ranked #5.

Certior Financial Group first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Certior Financial Group held 181,064 shares of Schwab U.S Small- Cap ETF worth $6.54M as of Q2 2026.
Certior Financial Group bought 7,316 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $242K.
Schwab U.S Small- Cap ETF made up 3.58% of Certior Financial Group's portfolio in Q2 2026, its #5 holding.
Certior Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Certior Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.