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

Claro 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	$1.48M	Buy	41,099 +409	+1%	+$13.5K	0.16%	119
2026 Q1	$1.18M	Buy	40,690 +2,870	+8%	+$86K	0.14%	132
2025 Q4	$1.08M	Sell	37,820 -4,560	-11%	-$129K	0.15%	121
2025 Q3	$1.18M	Buy	42,380 +261	+0.6%	+$6.98K	0.17%	107
2025 Q2	$1.07M	Buy	42,119 +245	+0.6%	+$5.79K	0.18%	109
2025 Q1	$981K	Sell	41,874 -155	-0.4%	-$3.95K	0.13%	146
2024 Q4	$1.09M	Buy	42,029 +461	+1%	+$12.3K	0.15%	130
2024 Q3	$1.07M	Buy	41,568 +908	+2%	+$22.5K	0.14%	144
2024 Q2	$965K	Buy	40,660 +2,268	+6%	+$53.8K	0.15%	132
2024 Q1	$945K	Buy	38,392 +2,018	+6%	+$47.3K	0.16%	141
2023 Q4	$859K	Buy	36,374 +1,484	+4%	+$31.3K	0.19%	128
2023 Q3	$723K	Sell	34,890 -104	-0.3%	-$2.28K	0.18%	134
2023 Q2	$766K	Buy	34,994 +3,044	+10%	+$63.4K	0.19%	134
2023 Q1	$670K	Buy	+31,950	New	+$687K	0.2%	126
2022 Q2	–	Sell	-4,200	Closed	-$215K	–	315
2022 Q1	$215K	Sell	4,200 -4,200	-50%	-$99.1K	0.08%	253
2021 Q4	$215K	Buy	+8,400	New	+$217K	0.08%	253

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

Claro Advisors's SCHA Position: Q2 2026 in Review

Claro Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q2 2026, buying an estimated $13.5K and bringing the position to 41,099 shares worth $1.48M. The position accounts for 0.16% of the portfolio, ranked #119.

Claro Advisors first reported a position in SCHA in Q4 2021 and has held it in 16 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Claro Advisors held 41,099 shares of Schwab U.S Small- Cap ETF worth $1.48M as of Q2 2026.
Claro Advisors bought 409 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $13.5K.
Schwab U.S Small- Cap ETF made up 0.16% of Claro Advisors's portfolio in Q2 2026, its #119 holding.
Claro Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 16 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.