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

Fortis 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
2026 Q2	$547K	Sell	15,132 -817	-5%	-$27K	0.06%	235
2026 Q1	$464K	Sell	15,949 -258	-2%	-$7.73K	0.06%	241
2025 Q4	$462K	Buy	16,207 +382	+2%	+$10.8K	0.07%	203
2025 Q3	$442K	Buy	15,825 +210	+1%	+$5.62K	0.07%	193
2025 Q2	$395K	Sell	15,615 -745	-5%	-$17.6K	0.07%	181
2025 Q1	$383K	Buy	+16,360	New	+$417K	0.08%	184
2023 Q1	–	Sell	-800	Closed	-$16.2K	–	750
2022 Q4	$16.2K	Buy	+800	New	+$16.4K	0.01%	433

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

Fortis Capital Advisors's SCHA Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.1% in Q2 2026, selling an estimated $27K and leaving 15,132 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #235.

Fortis Capital Advisors first reported a position in SCHA in Q4 2022 and has held it in 7 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Fortis Capital Advisors held 15,132 shares of Schwab U.S Small- Cap ETF worth $547K as of Q2 2026.
Fortis Capital Advisors sold 817 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $27K.
Schwab U.S Small- Cap ETF made up 0.06% of Fortis Capital Advisors's portfolio in Q2 2026, its #235 holding.
Fortis Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 7 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.