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

EverSource 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 		$1.19M Sell
32,862
-7,929
-19% -$262K 0.04% 318
2026
Q1 		$1.19M Sell
40,791
-4,222
-9% -$127K 0.04% 345
2025
Q4 		$1.28M Sell
45,013
-14,350
-24% -$405K 0.05% 278
2025
Q3 		$1.66M Buy
59,363
+49,385
+495% +$1.32M 0.07% 199
2025
Q2 		$252K Buy
9,978
+9,345
+1,476% +$221K 0.01% 758
2025
Q1 		$14.8K Sell
633
-4,665
-88% -$119K ﹤0.01% 1873
2024
Q4 		$137K Buy
5,298
+3,074
+138% +$81.8K 0.01% 808
2024
Q3 		$57.3K Hold
2,224
– – ﹤0.01% 1006
2024
Q2 		$57.2K Buy
2,224
+1,748
+367% +$41.4K ﹤0.01% 1030
2024
Q1 		$11K Sell
476
-502
-51% -$11.8K ﹤0.01% 1645
2023
Q4 		$23.1K Buy
978
+14
+1% +$295 ﹤0.01% 1172
2023
Q3 		$20K Sell
964
-568
-37% -$12.5K ﹤0.01% 1127
2023
Q2 		$33.6K Buy
1,532
+488
+47% +$10.2K ﹤0.01% 983
2023
Q1 		$21.9K Hold
1,044
– – ﹤0.01% 1051
2022
Q4 		$21.1K Sell
1,044
-526
-34% -$10.8K ﹤0.01% 1050
2022
Q3 		$30K Buy
1,570
+654
+71% +$13.7K 0.01% 772
2022
Q2 		$18K Buy
916
+12
+1% +$257 ﹤0.01% 860
2022
Q1 		$21K Hold
904
– – 0.01% 684
2021
Q4 		$23K Buy
+904
New +$23.4K 0.01% 632

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

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

EverSource Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q2 2026, selling an estimated $262K and leaving 32,862 shares worth $1.19M. The position accounts for 0.04% of the portfolio, ranked #318.

EverSource Wealth Advisors first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.66M in Q3 2025. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • EverSource Wealth Advisors held 32,862 shares of Schwab U.S Small- Cap ETF worth $1.19M as of Q2 2026.
  • EverSource Wealth Advisors sold 7,929 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $262K.
  • Schwab U.S Small- Cap ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #318 holding.
  • EverSource Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $1.66M in Q3 2025.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.