Highland Investment Advisors LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Highland Investment Advisors LLC’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	$12.2K	Buy	+337	New	+$11.1K	0.01%	335

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 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

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

Highland Investment Advisors LLC's SCHA Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 337 shares worth $12.2K. The stake represents 0.01% of the portfolio and ranks #335 among its holdings.

1,210 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Highland Investment Advisors LLC held 337 shares of Schwab U.S Small- Cap ETF worth $12.2K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Highland Investment Advisors LLC position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #335 holding.
1,210 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.