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

Heritage Wealth 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 Q1	$1.54K	Hold	53	–	–	﹤0.01%	638
2025 Q4	$1.51K	Hold	53	–	–	﹤0.01%	550
2025 Q3	$1.47K	Buy	+53	New	+$1.42K	﹤0.01%	537
2024 Q3	–	Sell	-206	Closed	-$4.89K	–	628
2024 Q2	$4.89K	Hold	206	–	–	﹤0.01%	452
2024 Q1	$5.07K	Hold	206	–	–	﹤0.01%	471
2023 Q4	$4.87K	Buy	+206	New	+$4.34K	﹤0.01%	481
2023 Q2	–	Sell	-54	Closed	-$1.14K	–	583
2023 Q1	$1.14K	Buy	+54	New	+$1.16K	﹤0.01%	530
2020 Q1	–	Sell	-4,616	Closed	-$87.3K	–	561
2019 Q4	$87.3K	Sell	4,616 -660	-13%	-$11.9K	0.01%	241
2019 Q3	$92K	Sell	5,276 -11,168	-68%	-$197K	0.01%	219
2019 Q2	$294K	Buy	16,444 +12,460	+313%	+$220K	0.05%	122
2019 Q1	$69.6K	Buy	3,984 +3,716	+1,387%	+$63.6K	0.01%	205
2018 Q4	$4K	Hold	268	–	–	﹤0.01%	346
2018 Q3	$5K	Buy	+268	New	+$5.11K	﹤0.01%	329

Other funds holding SCHA

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

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Heritage Wealth Advisors's SCHA Position: Q1 2026 in Review

Heritage Wealth Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 53 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Heritage Wealth Advisors first reported a position in SCHA in Q3 2018 and has held it in 13 quarters since. The position peaked at $294K in Q2 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Heritage Wealth Advisors held 53 shares of Schwab U.S Small- Cap ETF worth $1.54K as of Q1 2026.
Heritage Wealth Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #638 holding.
Heritage Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 13 quarters since.
Heritage Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $294K in Q2 2019.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.