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

NBZ Investment 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 		$122K Hold
3,368
– – 0.05% 65
2026
Q1 		$97.9K Sell
3,368
-992
-23% -$29.7K 0.04% 57
2025
Q4 		$124K Hold
4,360
– – 0.05% 49
2025
Q3 		$122K Hold
4,360
– – 0.06% 46
2025
Q2 		$110K Hold
4,360
– – 0.06% 51
2025
Q1 		$102K Sell
4,360
-32
-0.7% -$816 0.06% 51
2024
Q4 		$114K Buy
+4,392
New +$117K 0.06% 47

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

NBZ Investment Advisors's SCHA Position: Q2 2026 in Review

NBZ Investment Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 3,368 shares worth $122K. The position accounts for 0.05% of the portfolio, ranked #65.

NBZ Investment Advisors first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $124K in Q4 2025. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • NBZ Investment Advisors held 3,368 shares of Schwab U.S Small- Cap ETF worth $122K as of Q2 2026.
  • NBZ Investment Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.05% of NBZ Investment Advisors's portfolio in Q2 2026, its #65 holding.
  • NBZ Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • NBZ Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $124K in Q4 2025.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on NBZ Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.