Leo H. Evart Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Leo H. Evart Inc’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	$2.45M	Sell	67,863 -1,975	-3%	-$65.3K	1.94%	18
2026 Q1	$2.03M	Buy	+69,838	New	+$2.09M	1.74%	18
2023 Q3	$1.3M	Sell	62,962 -5,694	-8%	-$125K	2%	17
2023 Q2	$1.5M	Sell	68,656 -692	-1%	-$14.4K	2.09%	17
2023 Q1	$1.45M	Sell	69,348 -6,576	-9%	-$141K	2.12%	16
2022 Q4	$1.54M	Sell	75,924 -116	-0.2%	-$2.38K	2.33%	16
2022 Q3	$1.44M	Buy	76,040 +236	+0.3%	+$4.94K	2.19%	16
2022 Q2	$1.48M	Sell	75,804 -414	-0.5%	-$8.85K	1.8%	17
2022 Q1	$1.8M	Sell	76,218 -642	-0.8%	-$15.2K	1.87%	17
2021 Q4	$1.97M	Buy	+76,860	New	+$1.99M	1.92%	17

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

Leo H. Evart Inc's SCHA Position: Q2 2026 in Review

Leo H. Evart Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.8% in Q2 2026, selling an estimated $65.3K and leaving 67,863 shares worth $2.45M. The position accounts for 1.94% of the portfolio, ranked #18.

Leo H. Evart Inc first reported a position in SCHA in Q4 2021 and has held it in 10 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Leo H. Evart Inc held 67,863 shares of Schwab U.S Small- Cap ETF worth $2.45M as of Q2 2026.
Leo H. Evart Inc sold 1,975 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $65.3K.
Schwab U.S Small- Cap ETF made up 1.94% of Leo H. Evart Inc's portfolio in Q2 2026, its #18 holding.
Leo H. Evart Inc first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 10 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Leo H. Evart Inc's 13F filing for Q2 2026, filed 18 Aug 2026.