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Evolution Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evolution Advisers’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 		$114K Buy
3,165
+1,069
+51% +$35.3K 0.04% 74
2026
Q1 		$60K Sell
2,096
-768
-27% -$23K 0.03% 86
2025
Q4 		$81K Buy
2,864
+720
+34% +$20.3K 0.04% 70
2025
Q3 		$59K Sell
2,144
-12
-0.6% -$321 0.03% 87
2025
Q2 		$54K Hold
2,156
– – 0.03% 89
2025
Q1 		$50K Hold
2,156
– – 0.03% 89
2024
Q4 		$55K Hold
2,156
– – 0.03% 85
2024
Q3 		$55K Sell
2,156
-94
-4% -$2.33K 0.03% 85
2024
Q2 		$53K Sell
2,250
-1,622
-42% -$38.4K 0.03% 86
2024
Q1 		$96K Hold
3,872
– – 0.06% 60
2023
Q4 		$91K Hold
3,872
– – 0.06% 58
2023
Q3 		$80K Buy
3,872
+76
+2% +$1.67K 0.06% 52
2023
Q2 		$83K Sell
3,796
-20
-0.5% -$417 0.06% 53
2023
Q1 		$80K Hold
3,816
– – 0.06% 52
2022
Q4 		$77K Buy
3,816
+1,420
+59% +$29.1K 0.06% 51
2022
Q3 		$45K Sell
2,396
-350
-13% -$7.32K 0.04% 63
2022
Q2 		$54K Buy
2,746
+250
+10% +$5.34K 0.04% 58
2022
Q1 		$59K Buy
2,496
+2,408
+2,736% +$56.8K 0.04% 57
2021
Q4 		$2K Buy
+88
New +$2.28K ﹤0.01% 127

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

Evolution Advisers's SCHA Position: Q2 2026 in Review

Evolution Advisers increased its Schwab U.S Small- Cap ETF (SCHA) stake by 51% in Q2 2026, buying an estimated $35.3K and bringing the position to 3,165 shares worth $114K. The position accounts for 0.04% of the portfolio, ranked #74.

Evolution Advisers first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Evolution Advisers held 3,165 shares of Schwab U.S Small- Cap ETF worth $114K as of Q2 2026.
  • Evolution Advisers bought 1,069 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $35.3K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Evolution Advisers's portfolio in Q2 2026, its #74 holding.
  • Evolution Advisers first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Evolution Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.