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

LexAurum 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	$336K	Sell	9,309 -877	-9%	-$29K	0.04%	319
2026 Q1	$296K	Buy	+10,186	New	+$305K	0.04%	325
2025 Q3	$220K	Sell	7,880 -698	-8%	-$18.7K	0.03%	352
2025 Q2	$217K	Buy	+8,578	New	+$203K	0.03%	332
2022 Q2	–	Sell	-11,566	Closed	-$274K	–	267
2022 Q1	$274K	Sell	11,566 -3,474	-23%	-$82K	0.09%	201
2021 Q4	$385K	Sell	15,040 -6,012	-29%	-$156K	0.13%	168
2021 Q3	$527K	Buy	21,052 +820	+4%	+$20.8K	0.16%	158
2021 Q2	$527K	Buy	20,232 +1,612	+9%	+$41.2K	0.16%	155
2021 Q1	$464K	Buy	+18,620	New	+$458K	0.16%	148

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

LexAurum Advisors's SCHA Position: Q2 2026 in Review

LexAurum Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.6% in Q2 2026, selling an estimated $29K and leaving 9,309 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #319.

LexAurum Advisors first reported a position in SCHA in Q1 2021 and has held it in 9 quarters since. The position peaked at $527K in Q3 2021. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

LexAurum Advisors held 9,309 shares of Schwab U.S Small- Cap ETF worth $336K as of Q2 2026.
LexAurum Advisors sold 877 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $29K.
Schwab U.S Small- Cap ETF made up 0.04% of LexAurum Advisors's portfolio in Q2 2026, its #319 holding.
LexAurum Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 9 quarters since.
LexAurum Advisors's Schwab U.S Small- Cap ETF position peaked at $527K in Q3 2021.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.