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

Mayflower Financial 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	$315K	Hold	8,712	–	–	0.03%	369
2026 Q1	$253K	Buy	+8,712	New	+$261K	0.03%	388
2025 Q4	–	Sell	-7,268	Closed	-$203K	–	436
2025 Q3	$203K	Buy	+7,268	New	+$194K	0.03%	397
2025 Q2	–	Sell	-9,338	Closed	-$219K	–	405
2025 Q1	$219K	Buy	9,338 +884	+10%	+$22.5K	0.03%	364
2024 Q4	$219K	Hold	8,454	–	–	0.03%	358
2024 Q3	$218K	Hold	8,454	–	–	0.03%	351
2024 Q2	$201K	Sell	8,454 -268	-3%	-$6.35K	0.03%	343
2024 Q1	$215K	Sell	8,722 -86	-1%	-$2.02K	0.04%	334
2023 Q4	$208K	Buy	+8,808	New	+$186K	0.03%	318
2022 Q2	–	Sell	-21,980	Closed	-$520K	–	359
2022 Q1	$520K	Buy	21,980 +14,180	+182%	+$335K	0.07%	193
2021 Q4	$200K	Buy	+7,800	New	+$202K	0.03%	320

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

RRWA

Rainey & Randall Wealth Advisors Celebration, Florida $700M AUM 20.51% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

TCM

TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mayflower Financial Advisors's SCHA Position: Q2 2026 in Review

Mayflower Financial Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,712 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #369.

Mayflower Financial Advisors first reported a position in SCHA in Q4 2021 and has held it in 11 quarters since. The position peaked at $520K in Q1 2022. 542 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Mayflower Financial Advisors held 8,712 shares of Schwab U.S Small- Cap ETF worth $315K as of Q2 2026.
Mayflower Financial Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #369 holding.
Mayflower Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 11 quarters since.
Mayflower Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $520K in Q1 2022.
542 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.