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CVA Family Office’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CVA Family Office’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 		$1.06M Buy
29,333
+301
+1% +$9.95K 0.1% 116
2026
Q1 		$844K Buy
29,032
+103
+0.4% +$3.09K 0.09% 126
2025
Q4 		$824K Buy
28,929
+44
+0.2% +$1.24K 0.09% 120
2025
Q3 		$806K Buy
28,885
+32
+0.1% +$856 0.1% 118
2025
Q2 		$730K Buy
28,853
+1,892
+7% +$44.7K 0.1% 124
2025
Q1 		$632K Sell
26,961
-366
-1% -$9.33K 0.1% 132
2024
Q4 		$707K Sell
27,327
-755
-3% -$20.1K 0.11% 121
2024
Q3 		$723K Sell
28,082
-912
-3% -$22.6K 0.12% 118
2024
Q2 		$688K Sell
28,994
-7,336
-20% -$174K 0.12% 112
2024
Q1 		$894K Sell
36,330
-2,218
-6% -$52K 0.16% 92
2023
Q4 		$910K Buy
38,548
+1,632
+4% +$34.4K 0.18% 89
2023
Q3 		$765K Sell
36,916
-2
-0% -$44 0.17% 91
2023
Q2 		$809K Buy
36,918
+720
+2% +$15K 0.17% 90
2023
Q1 		$759K Sell
36,198
-382
-1% -$8.21K 0.17% 89
2022
Q4 		$741K Sell
36,580
-3,862
-10% -$79.1K 0.18% 85
2022
Q3 		$764K Sell
40,442
-12,380
-23% -$259K 0.21% 82
2022
Q2 		$1.03M Buy
52,822
+20
+0% +$428 0.28% 57
2022
Q1 		$1.25M Buy
52,802
+13,918
+36% +$329K 0.3% 55
2021
Q4 		$995K Buy
38,884
+2,116
+6% +$54.7K 0.25% 64
2021
Q3 		$628K Sell
36,768
-444
-1% -$11.3K 0.45% 43
2021
Q2 		$969K Buy
37,212
+4
+0% +$102 0.28% 58
2021
Q1 		$927K Buy
37,208
+432
+1% +$10.6K 0.35% 48
2020
Q4 		$818K Buy
36,776
+8
+0% +$159 0.5% 41
2020
Q3 		$628K Buy
36,768
+12
+0% +$207 0.45% 43
2020
Q2 		$600K Sell
36,756
-4,436
-11% -$66.4K 0.49% 40
2020
Q1 		$531K Sell
41,192
-9,132
-18% -$155K 0.54% 40
2019
Q4 		$952K Buy
+50,324
New +$911K 0.88% 27

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

CVA Family Office's SCHA Position: Q2 2026 in Review

CVA Family Office increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q2 2026, buying an estimated $9.95K and bringing the position to 29,333 shares worth $1.06M. The position accounts for 0.1% of the portfolio, ranked #116.

CVA Family Office first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.25M in Q1 2022. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • CVA Family Office held 29,333 shares of Schwab U.S Small- Cap ETF worth $1.06M as of Q2 2026.
  • CVA Family Office bought 301 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.95K.
  • Schwab U.S Small- Cap ETF made up 0.1% of CVA Family Office's portfolio in Q2 2026, its #116 holding.
  • CVA Family Office first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • CVA Family Office's Schwab U.S Small- Cap ETF position peaked at $1.25M in Q1 2022.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.