LA
SCHA icon

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

Lifeworks 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 		$304K Buy
+8,404
New +$278K 0.03% 275
2025
Q1 		– Sell
-10,218
Closed -$264K – 326
2024
Q4 		$264K Sell
10,218
-2,528
-20% -$67.3K 0.05% 253
2024
Q3 		$328K Buy
+12,746
New +$316K 0.06% 214

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

Lifeworks Advisors's SCHA Position: Q2 2026 in Review

Lifeworks Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 8,404 shares worth $304K. The stake represents 0.03% of the portfolio and ranks #275 among its holdings. This is a return to the name: Lifeworks Advisors previously reported a position in SCHA as recently as Q4 2024.

Lifeworks Advisors first reported a position in SCHA in Q3 2024 and has held it in 3 quarters since. The position peaked at $328K in Q3 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Lifeworks Advisors held 8,404 shares of Schwab U.S Small- Cap ETF worth $304K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Lifeworks Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Lifeworks Advisors's portfolio in Q2 2026, its #275 holding.
  • Lifeworks Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 3 quarters since.
  • Lifeworks Advisors's Schwab U.S Small- Cap ETF position peaked at $328K in Q3 2024.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.