Focus Partners Advisor Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Focus Partners Advisor Solutions’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	$3.32M	Buy	91,905 +35,030	+62%	+$1.16M	0.03%	267
2026 Q1	$1.65M	Sell	56,875 -26,100	-31%	-$782K	0.02%	402
2025 Q4	$2.36M	Sell	82,975 -55,855	-40%	-$1.58M	0.03%	275
2025 Q3	$3.89M	Buy	138,830 +58,029	+72%	+$1.55M	0.04%	218
2025 Q2	$2.04M	Buy	80,801 +6,358	+9%	+$150K	0.03%	269
2025 Q1	$1.74M	Buy	74,443 +51,450	+224%	+$1.31M	0.03%	276
2024 Q4	$595K	Sell	22,993 -33,921	-60%	-$903K	0.01%	431
2024 Q3	$1.47M	Sell	56,914 -5,254	-8%	-$130K	0.03%	227
2024 Q2	$1.47M	Sell	62,168 -3,120	-5%	-$74K	0.04%	197
2024 Q1	$1.61M	Buy	+65,288	New	+$1.53M	0.05%	181
2023 Q4	–	Sell	-10,828	Closed	-$224K	–	462
2023 Q3	$224K	Buy	+10,828	New	+$238K	0.01%	403

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Focus Partners Advisor Solutions's SCHA Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 62% in Q2 2026, buying an estimated $1.16M and bringing the position to 91,905 shares worth $3.32M. The position accounts for 0.03% of the portfolio, ranked #267.

Focus Partners Advisor Solutions first reported a position in SCHA in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.89M in Q3 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Focus Partners Advisor Solutions held 91,905 shares of Schwab U.S Small- Cap ETF worth $3.32M as of Q2 2026.
Focus Partners Advisor Solutions bought 35,030 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.16M.
Schwab U.S Small- Cap ETF made up 0.03% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #267 holding.
Focus Partners Advisor Solutions first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 11 quarters since.
Focus Partners Advisor Solutions's Schwab U.S Small- Cap ETF position peaked at $3.89M in Q3 2025.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.