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

Clear Point 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	$1.17M	Buy	32,517 +230	+0.7%	+$7.6K	1.04%	27
2026 Q1	$939K	Buy	32,287 +73	+0.2%	+$2.19K	0.73%	29
2025 Q4	$917K	Sell	32,214 -1,453	-4%	-$41K	0.71%	40
2025 Q3	$939K	Sell	33,667 -843	-2%	-$22.5K	0.73%	38
2025 Q2	$873K	Sell	34,510 -1,325	-4%	-$31.3K	0.74%	37
2025 Q1	$840K	Sell	35,835 -377	-1%	-$9.61K	0.75%	38
2024 Q4	$936K	Buy	36,212 +66	+0.2%	+$1.76K	0.8%	35
2024 Q3	$931K	Sell	36,146 -564	-2%	-$14K	0.72%	35
2024 Q2	$871K	Hold	36,710	–	–	0.72%	35
2024 Q1	$904K	Sell	36,710 -792	-2%	-$18.6K	0.74%	37
2023 Q4	$884K	Buy	+37,502	New	+$790K	0.78%	34

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

Clear Point Advisors's SCHA Position: Q2 2026 in Review

Clear Point Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.71% in Q2 2026, buying an estimated $7.6K and bringing the position to 32,517 shares worth $1.17M. The position accounts for 1.04% of the portfolio, ranked #27.

Clear Point Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Clear Point Advisors held 32,517 shares of Schwab U.S Small- Cap ETF worth $1.17M as of Q2 2026.
Clear Point Advisors bought 230 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $7.6K.
Schwab U.S Small- Cap ETF made up 1.04% of Clear Point Advisors's portfolio in Q2 2026, its #27 holding.
Clear Point Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Clear Point Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.