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

Emergent 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 Q2	$329K	Buy	9,165 +52	+0.6%	+$1.72K	0.17%	97
2026 Q1	$265K	Sell	9,113 -68	-0.7%	-$2.04K	0.16%	105
2025 Q4	$261K	Buy	9,181 +20	+0.2%	+$565	0.15%	108
2025 Q3	$256K	Buy	9,161 +54	+0.6%	+$1.44K	0.15%	102
2025 Q2	$230K	Sell	9,107 -183	-2%	-$4.33K	0.15%	104
2025 Q1	$218K	Buy	9,290 +224	+2%	+$5.71K	0.16%	99
2024 Q4	$234K	Buy	9,066 +594	+7%	+$15.8K	0.17%	96
2024 Q3	$218K	Sell	8,472 -70	-0.8%	-$1.74K	0.16%	99
2024 Q2	$203K	Buy	8,542 +38	+0.4%	+$901	0.16%	103
2024 Q1	$209K	Buy	+8,504	New	+$199K	0.18%	96

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

Emergent Wealth Advisors's SCHA Position: Q2 2026 in Review

Emergent Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.57% in Q2 2026, buying an estimated $1.72K and bringing the position to 9,165 shares worth $329K. The position accounts for 0.17% of the portfolio, ranked #97.

Emergent Wealth Advisors first reported a position in SCHA in Q1 2024 and has held it in 10 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Emergent Wealth Advisors held 9,165 shares of Schwab U.S Small- Cap ETF worth $329K as of Q2 2026.
Emergent Wealth Advisors bought 52 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.72K.
Schwab U.S Small- Cap ETF made up 0.17% of Emergent Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Emergent Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 10 quarters since.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.