Continuum Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Continuum Wealth 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	$653K	Buy	18,064 +10,300	+133%	+$340K	0.22%	42
2026 Q1	$226K	Hold	7,764	–	–	0.09%	63
2025 Q4	$221K	Sell	7,764 -788	-9%	-$22.3K	0.09%	73
2025 Q3	$239K	Hold	8,552	–	–	0.1%	62
2025 Q2	$216K	Sell	8,552 -144	-2%	-$3.4K	0.1%	57
2025 Q1	$204K	Hold	8,696	–	–	0.1%	55
2024 Q4	$225K	Hold	8,696	–	–	0.11%	55
2024 Q3	$224K	Hold	8,696	–	–	0.12%	53
2024 Q2	$206K	Sell	8,696 -332	-4%	-$7.87K	0.11%	59
2024 Q1	$222K	Sell	9,028 -148	-2%	-$3.47K	0.13%	60
2023 Q4	$217K	Buy	+9,176	New	+$193K	0.14%	48
2023 Q3	–	Sell	-9,176	Closed	-$201K	–	50
2023 Q2	$201K	Buy	+9,176	New	+$191K	0.14%	50
2023 Q1	–	Sell	-28,348	Closed	-$574K	–	47
2022 Q4	$574K	Buy	+28,348	New	+$581K	0.57%	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

Continuum Wealth Advisors's SCHA Position: Q2 2026 in Review

Continuum Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 133% in Q2 2026, buying an estimated $340K and bringing the position to 18,064 shares worth $653K. The position accounts for 0.22% of the portfolio, ranked #42.

Continuum Wealth Advisors first reported a position in SCHA in Q4 2022 and has held it in 13 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Continuum Wealth Advisors held 18,064 shares of Schwab U.S Small- Cap ETF worth $653K as of Q2 2026.
Continuum Wealth Advisors bought 10,300 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $340K.
Schwab U.S Small- Cap ETF made up 0.22% of Continuum Wealth Advisors's portfolio in Q2 2026, its #42 holding.
Continuum Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 13 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.