Columbia Advisory Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Columbia Advisory Partners’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	$406K	Buy	+11,232	New	+$371K	0.22%	62
2025 Q4	–	Sell	-12,206	Closed	-$341K	–	97
2025 Q3	$341K	Sell	12,206 -3,680	-23%	-$98.4K	0.24%	60
2025 Q2	$402K	Sell	15,886 -22	-0.1%	-$520	0.3%	51
2025 Q1	$373K	Sell	15,908 -440	-3%	-$11.2K	0.32%	45
2024 Q4	$423K	Sell	16,348 -4	-0%	-$106	0.39%	37
2024 Q3	$421K	Sell	16,352 -14,644	-47%	-$364K	0.4%	32
2024 Q2	$735K	Sell	30,996 -18,586	-37%	-$441K	0.72%	25
2024 Q1	$1.22M	Buy	49,582 +13,420	+37%	+$314K	1.24%	12
2023 Q4	$854K	Buy	36,162 +776	+2%	+$16.4K	0.88%	19
2023 Q3	$733K	Sell	35,386 -394	-1%	-$8.65K	0.8%	21
2023 Q2	$784K	Sell	35,780 -650	-2%	-$13.5K	0.84%	16
2023 Q1	$764K	Sell	36,430 -18,046	-33%	-$388K	0.72%	23
2022 Q4	$1.1M	Sell	54,476 -4,268	-7%	-$87.5K	1.05%	11
2022 Q3	$1.11M	Sell	58,744 -18,406	-24%	-$385K	1.35%	10
2022 Q2	$1.5M	Buy	77,150 +2,958	+4%	+$63.2K	1.72%	10
2022 Q1	$1.76M	Sell	74,192 -320,520	-81%	-$7.57M	1.76%	10
2021 Q4	$10.1M	Buy	+394,712	New	+$10.2M	10.07%	5

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

Columbia Advisory Partners's SCHA Position: Q2 2026 in Review

Columbia Advisory Partners opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 11,232 shares worth $406K. The stake represents 0.22% of the portfolio and ranks #62 among its holdings. This is a return to the name: Columbia Advisory Partners previously reported a position in SCHA as recently as Q3 2025.

Columbia Advisory Partners first reported a position in SCHA in Q4 2021 and has held it in 17 quarters since. The position peaked at $10.1M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Columbia Advisory Partners held 11,232 shares of Schwab U.S Small- Cap ETF worth $406K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Columbia Advisory Partners position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.22% of Columbia Advisory Partners's portfolio in Q2 2026, its #62 holding.
Columbia Advisory Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 17 quarters since.
Columbia Advisory Partners's Schwab U.S Small- Cap ETF position peaked at $10.1M in Q4 2021.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Columbia Advisory Partners's 13F filing for Q2 2026, filed 23 Jul 2026.