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Loring Wolcott & Coolidge Fiduciary Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 		$60.5K Buy
+1,675
New +$55.4K ﹤0.01% 426

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SC
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SCHA Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 1,675 shares worth $60.5K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 1,675 shares of Schwab U.S Small- Cap ETF worth $60.5K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Loring Wolcott & Coolidge Fiduciary Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #426 holding.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.