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

CWC 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	$661K	Buy	18,282 +184	+1%	+$6.08K	0.29%	83
2026 Q1	$526K	Sell	18,098 -1,476	-8%	-$44.2K	0.25%	90
2025 Q4	$557K	Sell	19,574 -52	-0.3%	-$1.47K	0.27%	87
2025 Q3	$548K	Hold	19,626	–	–	0.27%	87
2025 Q2	$497K	Sell	19,626 -50	-0.3%	-$1.18K	0.26%	81
2025 Q1	$461K	Sell	19,676 -54	-0.3%	-$1.38K	0.26%	81
2024 Q4	$510K	Buy	19,730 +150	+0.8%	+$3.99K	0.51%	56
2024 Q3	$504K	Buy	+19,580	New	+$486K	0.5%	59

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

CWC Advisors's SCHA Position: Q2 2026 in Review

CWC Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q2 2026, buying an estimated $6.08K and bringing the position to 18,282 shares worth $661K. The position accounts for 0.29% of the portfolio, ranked #83.

CWC Advisors first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

CWC Advisors held 18,282 shares of Schwab U.S Small- Cap ETF worth $661K as of Q2 2026.
CWC Advisors bought 184 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.08K.
Schwab U.S Small- Cap ETF made up 0.29% of CWC Advisors's portfolio in Q2 2026, its #83 holding.
CWC Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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