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

FLC Capital 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
2025
Q2 		– Sell
-15,352
Closed -$360K – 209
2025
Q1 		$360K Hold
15,352
– – 0.08% 131
2024
Q4 		$397K Sell
15,352
-1,238
-7% -$32.9K 0.09% 118
2024
Q3 		$427K Buy
16,590
+182
+1% +$4.52K 0.1% 112
2024
Q2 		$389K Buy
16,408
+4,500
+38% +$107K 0.1% 113
2024
Q1 		$293K Hold
11,908
– – 0.07% 127
2023
Q4 		$281K Sell
11,908
-3,118
-21% -$65.7K 0.08% 125
2023
Q3 		$311K Hold
15,026
– – 0.09% 117
2023
Q2 		$329K Buy
15,026
+3,548
+31% +$74K 0.1% 114
2023
Q1 		$241K Buy
+11,478
New +$247K 0.07% 137
2022
Q4 		– Sell
-102,044
Closed -$1.93M – 168
2022
Q3 		$1.93M Sell
102,044
-14,914
-13% -$312K 0.67% 38
2022
Q2 		$2.28M Sell
116,958
-22,862
-16% -$489K 0.76% 35
2022
Q1 		$3.31M Buy
139,820
+7,068
+5% +$167K 0.93% 30
2021
Q4 		$3.4M Buy
132,752
+77,316
+139% +$2M 0.94% 29
2021
Q3 		$1.39M Buy
55,436
+1,612
+3% +$40.9K 0.41% 62
2021
Q2 		$1.4M Buy
53,824
+9,008
+20% +$230K 0.41% 64
2021
Q1 		$1.12M Buy
+44,816
New +$1.1M 0.35% 70

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

FLC Capital Advisors's SCHA Position: Q2 2025 in Review

FLC Capital Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 15,352 shares — an estimated $360K sold.

FLC Capital Advisors first reported a position in SCHA in Q1 2021 and held it in 16 quarters. The position peaked at $3.4M in Q4 2021. 1,139 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • FLC Capital Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • FLC Capital Advisors sold 15,352 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $360K.
  • FLC Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 16 quarters.
  • FLC Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $3.4M in Q4 2021.
  • 1,139 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on FLC Capital Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.