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

Clayton 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	–	Sell	-37	Closed	-$1.09K	–	469
2026 Q1	$1.09K	Buy	37 +7	+23%	+$210	﹤0.01%	554
2025 Q4	$857	Buy	+30	New	+$847	﹤0.01%	560
2025 Q2	–	Sell	-108,182	Closed	-$2.53M	–	94
2025 Q1	$2.53M	Buy	108,182 +2,130	+2%	+$54.3K	0.93%	25
2024 Q4	$2.74M	Buy	106,052 +2,062	+2%	+$54.9K	0.99%	25
2024 Q3	$2.68M	Buy	103,990 +20,710	+25%	+$514K	1%	24
2024 Q2	$2.05M	Buy	83,280 +3,662	+5%	+$86.8K	0.89%	26
2024 Q1	$1.96M	Buy	79,618 +2,678	+3%	+$62.7K	0.89%	26
2023 Q4	$1.82M	Buy	+76,940	New	+$1.62M	1.13%	22

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

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

Clayton Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 37 shares — an estimated $1.09K sold.

Clayton Financial Group first reported a position in SCHA in Q4 2023 and held it in 8 quarters. The position peaked at $2.74M in Q4 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Clayton Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
Clayton Financial Group sold 37 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.09K.
Clayton Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 8 quarters.
Clayton Financial Group's Schwab U.S Small- Cap ETF position peaked at $2.74M in Q4 2024.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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