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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
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 $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

Cynosure Group's SCHA Position: Q2 2026 in Review

Cynosure Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 87% in Q2 2026, selling an estimated $3.45M and leaving 16,252 shares worth $587K. The position accounts for 0.09% of the portfolio, ranked #137.

Cynosure Group first reported a position in SCHA in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.51M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Cynosure Group held 16,252 shares of Schwab U.S Small- Cap ETF worth $587K as of Q2 2026.
  • Cynosure Group sold 104,511 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.45M.
  • Schwab U.S Small- Cap ETF made up 0.09% of Cynosure Group's portfolio in Q2 2026, its #137 holding.
  • Cynosure Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 13 quarters since.
  • Cynosure Group's Schwab U.S Small- Cap ETF position peaked at $3.51M in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Cynosure Group's 13F filing for Q2 2026, filed 5 Aug 2026.