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Family Investment Center’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Family Investment Center’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 		$1.04M Sell
28,786
-271
-0.9% -$8.96K 0.17% 40
2026
Q1 		$845K Sell
29,057
-562
-2% -$16.8K 0.16% 37
2025
Q4 		$844K Sell
29,619
-1,578
-5% -$44.6K 0.17% 37
2025
Q3 		$870K Sell
31,197
-1,211
-4% -$32.4K 0.18% 35
2025
Q2 		$820K Sell
32,408
-4,800
-13% -$113K 0.19% 35
2025
Q1 		$872K Sell
37,208
-2,298
-6% -$58.6K 0.21% 39
2024
Q4 		$1.02M Sell
39,506
-4,156
-10% -$111K 0.26% 37
2024
Q3 		$1.12M Sell
43,662
-1,010
-2% -$25.1K 0.28% 30
2024
Q2 		$1.06M Sell
44,672
-7,192
-14% -$170K 0.32% 31
2024
Q1 		$1.28M Sell
51,864
-34,154
-40% -$800K 0.41% 30
2023
Q4 		$2.03M Sell
86,018
-8,808
-9% -$186K 1.02% 17
2023
Q3 		$1.96M Sell
94,826
-6,574
-6% -$144K 1.19% 16
2023
Q2 		$2.22M Sell
101,400
-8,678
-8% -$181K 1.42% 14
2023
Q1 		$2.31M Buy
110,078
+604
+0.6% +$13K 1.59% 12
2022
Q4 		$2.22M Buy
+109,474
New +$2.24M 1.62% 14

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

Family Investment Center's SCHA Position: Q2 2026 in Review

Family Investment Center reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.93% in Q2 2026, selling an estimated $8.96K and leaving 28,786 shares worth $1.04M. The position accounts for 0.17% of the portfolio, ranked #40.

Family Investment Center first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.31M in Q1 2023. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Family Investment Center held 28,786 shares of Schwab U.S Small- Cap ETF worth $1.04M as of Q2 2026.
  • Family Investment Center sold 271 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $8.96K.
  • Schwab U.S Small- Cap ETF made up 0.17% of Family Investment Center's portfolio in Q2 2026, its #40 holding.
  • Family Investment Center first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • Family Investment Center's Schwab U.S Small- Cap ETF position peaked at $2.31M in Q1 2023.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.