Daybright Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Daybright Advisory Services’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	$262K	Sell	7,804 -2,602	-25%	-$86K	0.06%	124
2026 Q1	$303K	Sell	10,406 -15	-0.1%	-$450	0.08%	112
2025 Q4	$297K	Buy	+10,421	New	+$294K	0.08%	110

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

Daybright Advisory Services's SCHA Position: Q2 2026 in Review

Daybright Advisory Services reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q2 2026, selling an estimated $86K and leaving 7,804 shares worth $262K. The position accounts for 0.06% of the portfolio, ranked #124.

Daybright Advisory Services first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. The position peaked at $303K in Q1 2026. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Daybright Advisory Services held 7,804 shares of Schwab U.S Small- Cap ETF worth $262K as of Q2 2026.
Daybright Advisory Services sold 2,602 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $86K.
Schwab U.S Small- Cap ETF made up 0.06% of Daybright Advisory Services's portfolio in Q2 2026, its #124 holding.
Daybright Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
Daybright Advisory Services's Schwab U.S Small- Cap ETF position peaked at $303K in Q1 2026.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Daybright Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.