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

FF 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 		$6.3M Buy
174,400
+6,252
+4% +$207K 2.36% 11
2026
Q1 		$5.39M Buy
168,148
+9,189
+6% +$275K 2.19% 9
2025
Q4 		$4.53M Buy
158,959
+1,386
+0.9% +$39.1K 2.02% 10
2025
Q3 		$4.4M Buy
157,573
+13,450
+9% +$360K 2.1% 11
2025
Q2 		$3.65M Buy
144,123
+1,665
+1% +$39.4K 1.89% 13
2025
Q1 		$3.31M Buy
142,458
+7,048
+5% +$180K 1.9% 12
2024
Q4 		$3.68M Sell
135,410
-152,068
-53% -$4.05M 2.49% 10
2024
Q3 		$3.74M Buy
287,478
+145,638
+103% +$3.62M 2.4% 10
2024
Q2 		$3.37M Sell
141,840
-112
-0.1% -$2.65K 2.37% 11
2024
Q1 		$3.49M Buy
141,952
+4,814
+4% +$113K 2.42% 10
2023
Q4 		$3.24M Buy
+137,138
New +$2.89M 2.7% 9

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

FF Advisors's SCHA Position: Q2 2026 in Review

FF Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.7% in Q2 2026, buying an estimated $207K and bringing the position to 174,400 shares worth $6.3M. The position accounts for 2.36% of the portfolio, ranked #11.

FF Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • FF Advisors held 174,400 shares of Schwab U.S Small- Cap ETF worth $6.3M as of Q2 2026.
  • FF Advisors bought 6,252 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $207K.
  • Schwab U.S Small- Cap ETF made up 2.36% of FF Advisors's portfolio in Q2 2026, its #11 holding.
  • FF Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on FF Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.