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

Evernest Financial 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	$783K	Buy	21,668 +30	+0.1%	+$991	0.16%	91
2026 Q1	$700K	Sell	21,638 -582	-3%	-$17.4K	0.15%	98
2025 Q4	$688K	Buy	22,220 +47	+0.2%	+$1.33K	0.14%	99
2025 Q3	$619K	Buy	22,173 +5,500	+33%	+$147K	0.17%	106
2025 Q2	$422K	Buy	16,673 +566	+4%	+$13.4K	0.14%	118
2025 Q1	$377K	Buy	16,107 +25	+0.2%	+$637	0.14%	114
2024 Q4	$416K	Sell	16,082 -6,006	-27%	-$160K	0.11%	116
2024 Q3	$569K	Buy	22,088 +6,096	+38%	+$151K	0.15%	100
2024 Q2	$379K	Sell	15,992 -156	-1%	-$3.7K	0.17%	95
2024 Q1	$367K	Sell	16,148 -9,946	-38%	-$233K	0.17%	95
2023 Q4	$616K	Buy	+26,094	New	+$550K	0.31%	74
2021 Q4	$376K	Buy	+32,164	New	+$832K	0.19%	91

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

Evernest Financial Advisors's SCHA Position: Q2 2026 in Review

Evernest Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.14% in Q2 2026, buying an estimated $991 and bringing the position to 21,668 shares worth $783K. The position accounts for 0.16% of the portfolio, ranked #91.

Evernest Financial Advisors first reported a position in SCHA in Q4 2021 and has held it in 12 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Evernest Financial Advisors held 21,668 shares of Schwab U.S Small- Cap ETF worth $783K as of Q2 2026.
Evernest Financial Advisors bought 30 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $991.
Schwab U.S Small- Cap ETF made up 0.16% of Evernest Financial Advisors's portfolio in Q2 2026, its #91 holding.
Evernest Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 12 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.