Cynosure Group
SCHA icon

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

Cynosure 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
Q3 		$510K Sell
15,640
-612
-4% -$20.9K 0.07% 68
2026
Q2 		$587K Sell
16,252
-104,511
-87% -$3.45M 0.09% 137
2026
Q1 		$3.51M Buy
120,763
+6,936
+6% +$208K 0.44% 35
2025
Q4 		$3.24M Buy
113,827
+8,877
+8% +$251K 0.33% 36
2025
Q3 		$2.93M Buy
104,950
+36,299
+53% +$971K 0.32% 39
2025
Q2 		$1.74M Buy
68,651
+20,428
+42% +$483K 0.2% 55
2025
Q1 		$1.13M Buy
48,223
+113
+0.2% +$2.88K 0.16% 69
2024
Q4 		$1.24M Buy
48,110
+292
+0.6% +$7.77K 0.19% 61
2024
Q3 		$1.23M Buy
47,818
+42
+0.1% +$1.04K 0.18% 58
2024
Q2 		$1.13M Buy
47,776
+14,506
+44% +$344K 0.18% 73
2024
Q1 		$819K Buy
33,270
+14
+0% +$328 0.15% 74
2023
Q4 		$786K Buy
33,256
+1,158
+4% +$24.4K 0.14% 104
2023
Q3 		$665K Sell
32,098
-16,896
-34% -$371K 0.2% 97
2023
Q2 		$1.07M Buy
+48,994
New +$1.02M 0.32% 74

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $42.4B AUM 11.51% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Advisory Alpha
Advisory Alpha Holland, Michigan $4.17B AUM 13.41% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cynosure Group's SCHA Position: Q3 2026 in Review

Cynosure Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q3 2026, selling an estimated $20.9K and leaving 15,640 shares worth $510K. The position accounts for 0.07% of the portfolio, ranked #68.

Cynosure Group first reported a position in SCHA in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.51M in Q1 2026. 1,220 funds tracked by Wall St. Rank hold SCHA as of Q3 2026.

  • Cynosure Group held 15,640 shares of Schwab U.S Small- Cap ETF worth $510K as of Q3 2026.
  • Cynosure Group sold 612 Schwab U.S Small- Cap ETF shares in Q3 2026, an estimated $20.9K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Cynosure Group's portfolio in Q3 2026, its #68 holding.
  • Cynosure Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 14 quarters since.
  • Cynosure Group's Schwab U.S Small- Cap ETF position peaked at $3.51M in Q1 2026.
  • 1,220 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.