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J.W. Cole Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

J.W. Cole 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 		$657K Buy
+18,185
New +$601K 0.01% 915
2026
Q1 		– Sell
-23,845
Closed -$474K – 1349
2025
Q4 		$474K Sell
23,845
-6,340
-21% -$179K 0.01% 923
2025
Q3 		$842K Buy
30,185
+4,236
+16% +$113K 0.02% 783
2025
Q2 		$657K Buy
25,949
+4,396
+20% +$104K 0.01% 824
2025
Q1 		$505K Sell
21,553
-2,522
-10% -$64.3K 0.02% 766
2024
Q4 		$623K Sell
24,075
-2,869
-11% -$76.3K 0.03% 541
2024
Q3 		$694K Sell
26,944
-118
-0.4% -$2.93K 0.03% 488
2024
Q2 		$642K Buy
27,062
+1,948
+8% +$46.2K 0.03% 455
2024
Q1 		$618K Buy
25,114
+10,928
+77% +$256K 0.03% 466
2023
Q4 		$335K Buy
14,186
+944
+7% +$19.9K 0.02% 604
2023
Q3 		$274K Sell
13,242
-126
-0.9% -$2.77K 0.02% 586
2023
Q2 		$293K Buy
13,368
+1,316
+11% +$27.4K 0.02% 590
2023
Q1 		$253K Sell
12,052
-614
-5% -$13.2K 0.02% 659
2022
Q4 		$257K Buy
12,666
+16
+0.1% +$328 0.02% 615
2022
Q3 		$239K Sell
12,650
-4,648
-27% -$97.2K 0.02% 620
2022
Q2 		$337K Buy
17,298
+1,258
+8% +$26.9K 0.03% 512
2022
Q1 		$380K Buy
16,040
+244
+2% +$5.76K 0.03% 543
2021
Q4 		$404K Buy
+15,796
New +$409K 0.03% 541
2021
Q3 		– Sell
-10,864
Closed -$283K – 701
2021
Q2 		$283K Buy
+10,864
New +$278K 0.02% 598

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

J.W. Cole Advisors's SCHA Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 18,185 shares worth $657K. The stake represents 0.01% of the portfolio and ranks #915 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SCHA as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SCHA in Q2 2021 and has held it in 19 quarters since. The position peaked at $842K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • J.W. Cole Advisors held 18,185 shares of Schwab U.S Small- Cap ETF worth $657K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #915 holding.
  • J.W. Cole Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 19 quarters since.
  • J.W. Cole Advisors's Schwab U.S Small- Cap ETF position peaked at $842K in Q3 2025.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.