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

Enclave 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	$1.78M	Sell	49,144 -1,400	-3%	-$46.3K	0.22%	60
2026 Q1	$1.47M	Sell	50,544 -2,577	-5%	-$77.2K	0.2%	61
2025 Q4	$1.51M	Buy	53,121 +25,329	+91%	+$715K	0.21%	60
2025 Q3	$775K	Sell	27,792 -3,316	-11%	-$88.7K	0.12%	67
2025 Q2	$787K	Sell	31,108 -7,039	-18%	-$166K	0.13%	63
2025 Q1	$894K	Sell	38,147 -10,936	-22%	-$279K	0.15%	61
2024 Q4	$1.27M	Sell	49,083 -3,273	-6%	-$87.1K	0.21%	55
2024 Q3	$1.35M	Buy	+52,356	New	+$1.3M	0.23%	50

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

Enclave Advisors's SCHA Position: Q2 2026 in Review

Enclave Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.8% in Q2 2026, selling an estimated $46.3K and leaving 49,144 shares worth $1.78M. The position accounts for 0.22% of the portfolio, ranked #60.

Enclave Advisors first reported a position in SCHA in Q3 2024 and has held it in 8 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Enclave Advisors held 49,144 shares of Schwab U.S Small- Cap ETF worth $1.78M as of Q2 2026.
Enclave Advisors sold 1,400 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $46.3K.
Schwab U.S Small- Cap ETF made up 0.22% of Enclave Advisors's portfolio in Q2 2026, its #60 holding.
Enclave Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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