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

Evoke Wealth’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 		– Sell
-21,707
Closed -$631K – 519
2026
Q1 		$631K Hold
21,707
– – 0.01% 362
2025
Q4 		$618K Sell
21,707
-100
-0.5% -$2.82K 0.01% 347
2025
Q3 		$608K Sell
21,807
-3,750
-15% -$100K 0.01% 318
2025
Q2 		$647K Hold
25,557
– – 0.01% 289
2025
Q1 		$599K Hold
25,557
– – 0.02% 251
2024
Q4 		$661K Buy
25,557
+14,147
+124% +$376K 0.02% 221
2024
Q3 		$294K Buy
+11,410
New +$283K 0.01% 339
2024
Q2 		– Sell
-11,410
Closed -$281K – 329
2024
Q1 		$281K Buy
+11,410
New +$267K 0.01% 335
2023
Q4 		– Sell
-45,816
Closed -$949K – 300
2023
Q3 		$949K Buy
45,816
+34,486
+304% +$757K 0.03% 180
2023
Q2 		$248K Buy
11,330
+1,162
+11% +$24.2K 0.01% 313
2023
Q1 		$213K Hold
10,168
– – 0.01% 322
2022
Q4 		$206K Hold
10,168
– – 0.01% 332
2022
Q3 		$192K Hold
10,168
– – 0.01% 331
2022
Q2 		$198K Hold
10,168
– – 0.01% 315
2022
Q1 		$241K Hold
10,168
– – 0.01% 320
2021
Q4 		$260K Buy
10,168
+9,660
+1,902% +$250K 0.01% 329
2021
Q3 		$12K Hold
508
– – ﹤0.01% 721
2021
Q2 		$13K Sell
508
-1,700
-77% -$43.5K ﹤0.01% 715
2021
Q1 		$55K Buy
2,208
+1,700
+335% +$41.8K ﹤0.01% 443
2020
Q4 		$11K Hold
508
– – ﹤0.01% 582
2020
Q3 		$9K Hold
508
– – ﹤0.01% 583
2020
Q2 		$8K Buy
+508
New +$7.61K ﹤0.01% 584

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

Evoke Wealth's SCHA Position: Q2 2026 in Review

Evoke Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 21,707 shares — an estimated $631K sold.

Evoke Wealth first reported a position in SCHA in Q2 2020 and held it in 22 quarters. The position peaked at $949K in Q3 2023. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Evoke Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 21,707 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $631K.
  • Evoke Wealth first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and held it in 22 quarters.
  • Evoke Wealth's Schwab U.S Small- Cap ETF position peaked at $949K in Q3 2023.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.