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

Nautilus 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	$856K	Hold	24,518	–	–	0.5%	57
2026 Q1	$713K	Buy	24,518 +19	+0.1%	+$570	0.49%	62
2025 Q4	$698K	Buy	24,499 +41	+0.2%	+$1.16K	0.46%	62
2025 Q3	$682K	Hold	24,458	–	–	0.46%	64
2025 Q2	$619K	Buy	24,458 +100	+0.4%	+$2.36K	0.45%	64
2025 Q1	$571K	Buy	24,358 +250	+1%	+$6.37K	0.47%	64
2024 Q4	$623K	Buy	+24,108	New	+$641K	0.5%	60

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

Nautilus Advisors's SCHA Position: Q2 2026 in Review

Nautilus Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 24,518 shares worth $856K. The position accounts for 0.5% of the portfolio, ranked #57.

Nautilus Advisors first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Nautilus Advisors held 24,518 shares of Schwab U.S Small- Cap ETF worth $856K as of Q2 2026.
Nautilus Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.5% of Nautilus Advisors's portfolio in Q2 2026, its #57 holding.
Nautilus Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Nautilus Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.