Colton Groome Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Colton Groome Financial 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	$300K	Hold	8,311	–	–	0.07%	134
2026 Q1	$242K	Hold	8,311	–	–	0.07%	126
2025 Q4	$237K	Hold	8,311	–	–	0.07%	129
2025 Q3	$232K	Hold	8,311	–	–	0.07%	124
2025 Q2	$210K	Buy	+8,311	New	+$196K	0.07%	128
2021 Q2	–	Sell	-9,576	Closed	-$239K	–	103
2021 Q1	$239K	Buy	+9,576	New	+$236K	0.13%	64

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

Colton Groome Financial Advisors's SCHA Position: Q2 2026 in Review

Colton Groome Financial Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,311 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #134.

Colton Groome Financial Advisors first reported a position in SCHA in Q1 2021 and has held it in 6 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Colton Groome Financial Advisors held 8,311 shares of Schwab U.S Small- Cap ETF worth $300K as of Q2 2026.
Colton Groome Financial Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.07% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #134 holding.
Colton Groome Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 6 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.