N.E.W. Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

N.E.W. Advisory Services’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	$108K	Hold	3,000	–	–	0.01%	285
2026 Q1	$87.2K	Hold	3,000	–	–	0.01%	300
2025 Q4	$85.4K	Hold	3,000	–	–	0.01%	298
2025 Q3	$83.7K	Hold	3,000	–	–	0.01%	264
2025 Q2	$75.9K	Hold	3,000	–	–	0.01%	267
2025 Q1	$70.3K	Buy	+3,000	New	+$76.5K	0.01%	314

Other funds holding SCHA

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 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

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

N.E.W. Advisory Services's SCHA Position: Q2 2026 in Review

N.E.W. Advisory Services held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 3,000 shares worth $108K. The position accounts for 0.01% of the portfolio, ranked #285.

N.E.W. Advisory Services first reported a position in SCHA in Q1 2025 and has held it in 6 quarters since. 1,076 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

N.E.W. Advisory Services held 3,000 shares of Schwab U.S Small- Cap ETF worth $108K as of Q2 2026.
N.E.W. Advisory Services left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #285 holding.
N.E.W. Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and has held it in 6 quarters since.
1,076 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.