Nalls Sherbakoff Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Nalls Sherbakoff Group’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	$53.8K	Hold	1,490	–	–	0.04%	176
2026 Q1	$43.3K	Hold	1,490	–	–	0.03%	205
2025 Q4	$42.4K	Sell	1,490 -5,741	-79%	-$162K	0.03%	218
2025 Q3	$202K	Buy	7,231 +266	+4%	+$7.11K	0.14%	104
2025 Q2	$176K	Hold	6,965	–	–	0.13%	106
2025 Q1	$163K	Buy	+6,965	New	+$178K	0.13%	101
2023 Q4	$165K	Sell	6,966 -338	-5%	-$7.12K	0.15%	97
2023 Q3	$151K	Hold	7,304	–	–	0.15%	95
2023 Q2	$148K	Hold	7,304	–	–	0.15%	96
2023 Q1	$150K	Buy	+7,304	New	+$157K	0.15%	97
2018 Q4	$111K	Buy	+7,284	New	+$123K	0.18%	73

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Nalls Sherbakoff Group's SCHA Position: Q2 2026 in Review

Nalls Sherbakoff Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 1,490 shares worth $53.8K. The position accounts for 0.04% of the portfolio, ranked #176.

Nalls Sherbakoff Group first reported a position in SCHA in Q4 2018 and has held it in 11 quarters since. The position peaked at $202K in Q3 2025. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Nalls Sherbakoff Group held 1,490 shares of Schwab U.S Small- Cap ETF worth $53.8K as of Q2 2026.
Nalls Sherbakoff Group left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #176 holding.
Nalls Sherbakoff Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Schwab U.S Small- Cap ETF position peaked at $202K in Q3 2025.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.