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Marshall & Sterling Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Marshall & Sterling Wealth 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
2025
Q2 		– Sell
-145
Closed -$3.4K – 676
2025
Q1 		$3.4K Buy
145
+54
+59% +$1.38K ﹤0.01% 509
2024
Q4 		$2.34K Buy
+91
New +$2.42K ﹤0.01% 299

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SCHA Position: Q2 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 145 shares — an estimated $3.4K sold.

Marshall & Sterling Wealth Advisors first reported a position in SCHA in Q4 2024 and held it in 2 quarters. The position peaked at $3.4K in Q1 2025. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 145 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $3.4K.
  • Marshall & Sterling Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 2 quarters.
  • Marshall & Sterling Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $3.4K in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.