Confluence Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Confluence Wealth Services’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	$249K	Buy	+6,891	New	+$228K	0.01%	432

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

Confluence Wealth Services's SCHA Position: Q2 2026 in Review

Confluence Wealth Services opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,891 shares worth $249K. The stake represents 0.01% of the portfolio and ranks #432 among its holdings.

1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Confluence Wealth Services held 6,891 shares of Schwab U.S Small- Cap ETF worth $249K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Confluence Wealth Services position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #432 holding.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.