Envestnet Portfolio Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Envestnet Portfolio Solutions’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	$243K	Buy	+6,719	New	+$222K	﹤0.01%	1289
2026 Q1	–	Sell	-17,590	Closed	-$501K	–	1477
2025 Q4	$501K	Sell	17,590 -37	-0.2%	-$1.04K	﹤0.01%	1058
2025 Q3	$492K	Buy	17,627 +511	+3%	+$13.7K	﹤0.01%	1040
2025 Q2	$433K	Sell	17,116 -369	-2%	-$8.72K	﹤0.01%	1159
2025 Q1	$410K	Sell	17,485 -92,534	-84%	-$2.36M	﹤0.01%	1137
2024 Q4	$2.85M	Sell	110,019 -13,977	-11%	-$372K	0.01%	554
2024 Q3	$3.19M	Buy	123,996 +2,156	+2%	+$53.5K	0.01%	513
2024 Q2	$2.89M	Buy	121,840 +106,690	+704%	+$2.53M	0.01%	535
2024 Q1	$373K	Sell	15,150 -11,298	-43%	-$265K	﹤0.01%	1245
2023 Q4	$625K	Buy	26,448 +4,408	+20%	+$92.9K	﹤0.01%	956
2023 Q3	$456K	Buy	+22,040	New	+$484K	﹤0.01%	1025

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

Envestnet Portfolio Solutions's SCHA Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,719 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1289 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in SCHA as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in SCHA in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.19M in Q3 2024. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Envestnet Portfolio Solutions held 6,719 shares of Schwab U.S Small- Cap ETF worth $243K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Envestnet Portfolio Solutions position in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1289 holding.
Envestnet Portfolio Solutions first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 11 quarters since.
Envestnet Portfolio Solutions's Schwab U.S Small- Cap ETF position peaked at $3.19M in Q3 2024.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.