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

Guerra Pan 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	$6.99M	Sell	193,363 -4,513	-2%	-$149K	3.9%	6
2026 Q1	$5.75M	Sell	197,876 -2,641	-1%	-$79.2K	3.56%	6
2025 Q4	$5.71M	Sell	200,517 -301	-0.1%	-$8.5K	3.39%	8
2025 Q3	$5.6M	Sell	200,818 -2,991	-1%	-$80K	3.39%	7
2025 Q2	$5.16M	Sell	203,809 -17,798	-8%	-$421K	3.4%	6
2025 Q1	$5.19M	Sell	221,607 -3,969	-2%	-$101K	4.07%	3
2024 Q4	$5.83M	Buy	225,576 +42,818	+23%	+$1.14M	4.22%	3
2024 Q3	$4.71M	Buy	182,758 +24,446	+15%	+$607K	3.76%	3
2024 Q2	$3.76M	Buy	158,312 +50,432	+47%	+$1.2M	3.14%	6
2024 Q1	$2.66M	Buy	107,880 +76,884	+248%	+$1.8M	2.46%	11
2023 Q4	$732K	Buy	+30,996	New	+$653K	0.7%	45

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

Guerra Pan Advisors's SCHA Position: Q2 2026 in Review

Guerra Pan Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q2 2026, selling an estimated $149K and leaving 193,363 shares worth $6.99M. The position accounts for 3.9% of the portfolio, ranked #6.

Guerra Pan Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Guerra Pan Advisors held 193,363 shares of Schwab U.S Small- Cap ETF worth $6.99M as of Q2 2026.
Guerra Pan Advisors sold 4,513 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $149K.
Schwab U.S Small- Cap ETF made up 3.9% of Guerra Pan Advisors's portfolio in Q2 2026, its #6 holding.
Guerra Pan Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Guerra Pan Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.