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Modera Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Modera Wealth Management’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 		$6.83M Sell
188,992
-4,967
-3% -$164K 0.07% 162
2026
Q1 		$5.64M Buy
193,959
+5,803
+3% +$174K 0.07% 167
2025
Q4 		$5.36M Sell
188,156
-6,085
-3% -$172K 0.06% 177
2025
Q3 		$5.42M Sell
194,241
-1,083
-0.6% -$29K 0.06% 179
2025
Q2 		$4.94M Sell
195,324
-4,709
-2% -$111K 0.06% 185
2025
Q1 		$4.69M Sell
200,033
-5,574
-3% -$142K 0.06% 185
2024
Q4 		$5.32M Sell
205,607
-6,913
-3% -$184K 0.06% 174
2024
Q3 		$5.47M Sell
212,520
-2,604
-1% -$64.7K 0.07% 155
2024
Q2 		$5.1M Buy
215,124
+1,136
+0.5% +$26.9K 0.08% 155
2024
Q1 		$5.27M Sell
213,988
-2,548
-1% -$59.7K 0.08% 157
2023
Q4 		$5.11M Buy
216,536
+9,588
+5% +$202K 0.08% 153
2023
Q3 		$4.29M Sell
206,948
-7,414
-3% -$163K 0.08% 162
2023
Q2 		$4.69M Buy
+214,362
New +$4.47M 0.09% 155
2022
Q1 		– Sell
-9,368
Closed -$240K – 545
2021
Q4 		$240K Sell
9,368
-288
-3% -$7.45K 0.01% 501
2021
Q3 		$242K Buy
+9,656
New +$245K 0.01% 237

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

Modera Wealth Management's SCHA Position: Q2 2026 in Review

Modera Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q2 2026, selling an estimated $164K and leaving 188,992 shares worth $6.83M. The position accounts for 0.07% of the portfolio, ranked #162.

Modera Wealth Management first reported a position in SCHA in Q3 2021 and has held it in 15 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Modera Wealth Management held 188,992 shares of Schwab U.S Small- Cap ETF worth $6.83M as of Q2 2026.
  • Modera Wealth Management sold 4,967 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $164K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Modera Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Modera Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and has held it in 15 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.