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

Guerra 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 Q3	$23.3K	Buy	+836	New	+$22.4K	0.01%	214

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Guerra Advisors's SCHA Position: Q3 2025 in Review

Guerra Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2025: 836 shares worth $23.3K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

Guerra Advisors held 836 shares of Schwab U.S Small- Cap ETF worth $23.3K as of Q3 2025.
Schwab U.S Small- Cap ETF was a new Guerra Advisors position in Q3 2025.
Schwab U.S Small- Cap ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #214 holding.
1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.