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

Delos Wealth 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 Q1	$64.1K	Buy	+2,204	New	+$66.1K	0.04%	115

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Delos Wealth Advisors's SCHA Position: Q1 2026 in Review

Delos Wealth Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 2,204 shares worth $64.1K. The stake represents 0.04% of the portfolio and ranks #115 among its holdings.

1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Delos Wealth Advisors held 2,204 shares of Schwab U.S Small- Cap ETF worth $64.1K as of Q1 2026.
Schwab U.S Small- Cap ETF was a new Delos Wealth Advisors position in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.04% of Delos Wealth Advisors's portfolio in Q1 2026, its #115 holding.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.