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

Everest 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
2026
Q2 		$346K Sell
9,566
-144
-1% -$4.76K 0.05% 168
2026
Q1 		$282K Buy
+9,710
New +$291K 0.05% 162

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Everest Financial Group's SCHA Position: Q2 2026 in Review

Everest Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.5% in Q2 2026, selling an estimated $4.76K and leaving 9,566 shares worth $346K. The position accounts for 0.05% of the portfolio, ranked #168.

Everest Financial Group first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Everest Financial Group held 9,566 shares of Schwab U.S Small- Cap ETF worth $346K as of Q2 2026.
  • Everest Financial Group sold 144 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $4.76K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Everest Financial Group's portfolio in Q2 2026, its #168 holding.
  • Everest Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Everest Financial Group's 13F filing for Q2 2026, filed 10 Aug 2026.