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

Crewe 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 		$25.6K Hold
708
– – ﹤0.01% 554
2026
Q1 		$20.6K Hold
708
– – ﹤0.01% 512
2025
Q4 		$20.2K Hold
708
– – ﹤0.01% 490
2025
Q3 		$19.8K Hold
708
– – ﹤0.01% 499
2025
Q2 		$17.9K Buy
708
+565
+395% +$13.4K ﹤0.01% 387
2025
Q1 		$3.35K Buy
+143
New +$3.65K ﹤0.01% 515
2024
Q2 		– Sell
-4
Closed -$99 – 1026
2024
Q1 		$99 Hold
4
– – ﹤0.01% 922
2023
Q4 		$95 Buy
+4
New +$84 ﹤0.01% 409

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

Crewe Advisors's SCHA Position: Q2 2026 in Review

Crewe Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 708 shares worth $25.6K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Crewe Advisors first reported a position in SCHA in Q4 2023 and has held it in 8 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Crewe Advisors held 708 shares of Schwab U.S Small- Cap ETF worth $25.6K as of Q2 2026.
  • Crewe Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #554 holding.
  • Crewe Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.