Cetera Investment Advisers
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Cetera Investment Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cetera Investment Advisers’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 		$48M Buy
1,329,913
+58,139
+5% +$1.92M 0.04% 422
2026
Q1 		$37M Buy
1,271,774
+88,435
+7% +$2.65M 0.04% 464
2025
Q4 		$33.7M Buy
1,183,339
+45,562
+4% +$1.29M 0.04% 460
2025
Q3 		$31.7M Buy
1,137,777
+140,016
+14% +$3.74M 0.04% 473
2025
Q2 		$25.2M Buy
997,761
+83,095
+9% +$1.96M 0.04% 436
2025
Q1 		$21.4M Buy
914,666
+106,435
+13% +$2.71M 0.04% 443
2024
Q4 		$20.9M Buy
808,231
+26,417
+3% +$703K 0.04% 412
2024
Q3 		$20.1M Buy
781,814
+23,396
+3% +$581K 0.04% 414
2024
Q2 		$18M Buy
758,418
+28,802
+4% +$683K 0.04% 425
2024
Q1 		$18M Buy
729,616
+603,746
+480% +$14.1M 0.04% 425
2023
Q4 		$2.97M Sell
125,870
-1,784
-1% -$37.6K 0.02% 631
2023
Q3 		$2.64M Buy
127,654
+2,414
+2% +$53K 0.02% 639
2023
Q2 		$2.74M Sell
125,240
-8,198
-6% -$171K 0.02% 636
2023
Q1 		$2.8M Sell
133,438
-10,122
-7% -$218K 0.02% 609
2022
Q4 		$2.91M Buy
143,560
+24,280
+20% +$498K 0.03% 562
2022
Q3 		$2.25M Sell
119,280
-68,662
-37% -$1.44M 0.05% 416
2022
Q2 		$3.66M Buy
187,942
+31,690
+20% +$677K 0.06% 327
2022
Q1 		$3.7M Buy
156,252
+372
+0.2% +$8.78K 0.05% 358
2021
Q4 		$3.99M Sell
155,880
-8,192
-5% -$212K 0.06% 342
2021
Q3 		$4.11M Sell
164,072
-7,256
-4% -$184K 0.07% 304
2021
Q2 		$4.46M Buy
171,328
+23,852
+16% +$610K 0.07% 282
2021
Q1 		$3.67M Sell
147,476
-47,192
-24% -$1.16M 0.07% 284
2020
Q4 		$4.33M Buy
194,668
+169,300
+667% +$3.37M 0.09% 256
2020
Q3 		$433K Buy
25,368
+768
+3% +$13.2K 0.04% 411
2020
Q2 		$402K Buy
24,600
+448
+2% +$6.71K 0.04% 403
2020
Q1 		$311K Buy
24,152
+6,660
+38% +$113K 0.04% 394
2019
Q4 		$330K Sell
17,492
-112
-0.6% -$2.03K 0.03% 439
2019
Q3 		$306K Sell
17,604
-45,352
-72% -$801K 0.04% 408
2019
Q2 		$1.13M Buy
62,956
+2,784
+5% +$49.2K 0.15% 159
2019
Q1 		$1.05M Sell
60,172
-27,160
-31% -$465K 0.15% 162
2018
Q4 		$1.32M Buy
87,332
+12,212
+16% +$206K 0.22% 122
2018
Q3 		$1.43M Buy
75,120
+17,000
+29% +$324K 0.21% 124
2018
Q2 		$1.07M Buy
58,120
+1,724
+3% +$31.2K 0.19% 141
2018
Q1 		$976K Buy
56,396
+1,124
+2% +$19.8K 0.18% 145
2017
Q4 		$961K Sell
55,272
-960
-2% -$16.4K 0.18% 152
2017
Q3 		$946K Sell
56,232
-58,412
-51% -$939K 0.21% 130
2017
Q2 		$1.83M Buy
114,644
+592
+0.5% +$9.35K 0.45% 56
2017
Q1 		$1.79M Buy
+114,052
New +$1.79M 0.5% 54
2016
Q4 		– Sell
-39,820
Closed -$572K – 338
2016
Q3 		$572K Buy
+39,820
New +$565K 0.25% 111

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cetera Investment Advisers's SCHA Position: Q2 2026 in Review

Cetera Investment Advisers increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.6% in Q2 2026, buying an estimated $1.92M and bringing the position to 1,329,913 shares worth $48M. The position accounts for 0.04% of the portfolio, ranked #422.

Cetera Investment Advisers first reported a position in SCHA in Q3 2016 and has held it in 39 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cetera Investment Advisers held 1,329,913 shares of Schwab U.S Small- Cap ETF worth $48M as of Q2 2026.
  • Cetera Investment Advisers bought 58,139 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.92M.
  • Schwab U.S Small- Cap ETF made up 0.04% of Cetera Investment Advisers's portfolio in Q2 2026, its #422 holding.
  • Cetera Investment Advisers first reported a position in Schwab U.S Small- Cap ETF in Q3 2016 and has held it in 39 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.