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

Elios Financial 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
2025 Q2	$225K	Buy	+8,911	New	+$211K	0.1%	114

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Elios Financial Group's SCHA Position: Q2 2025 in Review

Elios Financial Group opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2025: 8,911 shares worth $225K. The stake represents 0.1% of the portfolio and ranks #114 among its holdings.

1,139 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Elios Financial Group held 8,911 shares of Schwab U.S Small- Cap ETF worth $225K as of Q2 2025.
Schwab U.S Small- Cap ETF was a new Elios Financial Group position in Q2 2025.
Schwab U.S Small- Cap ETF made up 0.1% of Elios Financial Group's portfolio in Q2 2025, its #114 holding.
1,139 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Elios Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.