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Heritage Family Offices’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Heritage Family Offices’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 		$573K Sell
15,853
-211
-1% -$6.97K 0.22% 87
2026
Q1 		$467K Sell
16,064
-647
-4% -$19.4K 0.21% 108
2025
Q4 		$476K Buy
+16,711
New +$472K 0.22% 100

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

Heritage Family Offices's SCHA Position: Q2 2026 in Review

Heritage Family Offices reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q2 2026, selling an estimated $6.97K and leaving 15,853 shares worth $573K. The position accounts for 0.22% of the portfolio, ranked #87.

Heritage Family Offices first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Heritage Family Offices held 15,853 shares of Schwab U.S Small- Cap ETF worth $573K as of Q2 2026.
  • Heritage Family Offices sold 211 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $6.97K.
  • Schwab U.S Small- Cap ETF made up 0.22% of Heritage Family Offices's portfolio in Q2 2026, its #87 holding.
  • Heritage Family Offices first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.