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Crestwood Advisors Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Crestwood Advisors Group’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 		$339K Buy
9,380
+163
+2% +$5.39K 0.01% 629
2026
Q1 		$268K Sell
9,217
-23
-0.2% -$689 ﹤0.01% 629
2025
Q4 		$263K Sell
9,240
-3,369
-27% -$95.1K ﹤0.01% 562
2025
Q3 		$352K Sell
12,609
-264
-2% -$7.06K 0.01% 435
2025
Q2 		$326K Buy
12,873
+2,751
+27% +$65K 0.01% 424
2025
Q1 		$237K Buy
10,122
+167
+2% +$4.26K ﹤0.01% 464
2024
Q4 		$257K Sell
9,955
-89
-0.9% -$2.37K ﹤0.01% 407
2024
Q3 		$259K Buy
10,044
+48
+0.5% +$1.19K ﹤0.01% 392
2024
Q2 		$237K Buy
9,996
+98
+1% +$2.32K ﹤0.01% 387
2024
Q1 		$244K Buy
9,898
+6
+0.1% +$141 0.01% 382
2023
Q4 		$234K Buy
9,892
+72
+0.7% +$1.52K 0.01% 366
2023
Q3 		$203K Sell
9,820
-572
-6% -$12.6K 0.01% 348
2023
Q2 		$228K Sell
10,392
-404
-4% -$8.42K 0.01% 235
2023
Q1 		$226K Buy
10,796
+416
+4% +$8.94K 0.01% 243
2022
Q4 		$210K Buy
+10,380
New +$213K 0.01% 249

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Crestwood Advisors Group's SCHA Position: Q2 2026 in Review

Crestwood Advisors Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q2 2026, buying an estimated $5.39K and bringing the position to 9,380 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #629.

Crestwood Advisors Group first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. The position peaked at $352K in Q3 2025. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Crestwood Advisors Group held 9,380 shares of Schwab U.S Small- Cap ETF worth $339K as of Q2 2026.
  • Crestwood Advisors Group bought 163 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.39K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #629 holding.
  • Crestwood Advisors Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Crestwood Advisors Group's Schwab U.S Small- Cap ETF position peaked at $352K in Q3 2025.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.