Focus Partners Wealth
SCHA icon

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

Focus Partners Wealth’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 		$60.3M Buy
1,667,957
+354,908
+27% +$11.7M 0.06% 277
2026
Q1 		$38.2M Sell
1,313,049
-98,994
-7% -$2.97M 0.04% 346
2025
Q4 		$40.2M Buy
1,412,043
+119,952
+9% +$3.39M 0.05% 335
2025
Q3 		$36M Buy
1,292,091
+3,020
+0.2% +$80.8K 0.06% 275
2025
Q2 		$32.6M Sell
1,289,071
-24,175
-2% -$572K 0.07% 258
2025
Q1 		$30.8M Buy
1,313,246
+11,937
+0.9% +$304K 0.08% 247
2024
Q4 		$33.7M Buy
1,301,309
+176,131
+16% +$4.69M 0.09% 225
2024
Q3 		$29M Buy
1,125,178
+831,834
+284% +$20.7M 0.09% 217
2024
Q2 		$6.96M Buy
293,344
+175,326
+149% +$4.16M 0.02% 433
2024
Q1 		$2.91M Buy
118,018
+78,558
+199% +$1.84M 0.02% 428
2023
Q4 		$932K Buy
+39,460
New +$832K 0.01% 462

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

Focus Partners Wealth's SCHA Position: Q2 2026 in Review

Focus Partners Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 27% in Q2 2026, buying an estimated $11.7M and bringing the position to 1,667,957 shares worth $60.3M. The position accounts for 0.06% of the portfolio, ranked #277.

Focus Partners Wealth first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Focus Partners Wealth held 1,667,957 shares of Schwab U.S Small- Cap ETF worth $60.3M as of Q2 2026.
  • Focus Partners Wealth bought 354,908 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $11.7M.
  • Schwab U.S Small- Cap ETF made up 0.06% of Focus Partners Wealth's portfolio in Q2 2026, its #277 holding.
  • Focus Partners Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.