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

Dana Investment 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	$806K	Buy	22,295 +515	+2%	+$17K	0.02%	439
2026 Q1	$633K	Buy	21,780 +34	+0.2%	+$1.02K	0.02%	449
2025 Q4	$619K	Sell	21,746 -182	-0.8%	-$5.14K	0.02%	446
2025 Q3	$612K	Buy	21,928 +8,927	+69%	+$239K	0.02%	447
2025 Q2	$329K	Hold	13,001	–	–	0.01%	492
2025 Q1	$305K	Sell	13,001 -710	-5%	-$18.1K	0.01%	501
2024 Q4	$355K	Buy	13,711 +709	+5%	+$18.9K	0.01%	488
2024 Q3	$335K	Sell	13,002 -1,530	-11%	-$38K	0.01%	486
2024 Q2	$345K	Hold	14,532	–	–	0.01%	468
2024 Q1	$358K	Hold	14,532	–	–	0.01%	468
2023 Q4	$343K	Buy	+14,532	New	+$306K	0.02%	363

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

Dana Investment Advisors's SCHA Position: Q2 2026 in Review

Dana Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.4% in Q2 2026, buying an estimated $17K and bringing the position to 22,295 shares worth $806K. The position accounts for 0.02% of the portfolio, ranked #439.

Dana Investment Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Dana Investment Advisors held 22,295 shares of Schwab U.S Small- Cap ETF worth $806K as of Q2 2026.
Dana Investment Advisors bought 515 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $17K.
Schwab U.S Small- Cap ETF made up 0.02% of Dana Investment Advisors's portfolio in Q2 2026, its #439 holding.
Dana Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.