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NorthAvenue LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

NorthAvenue LLC’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 		$253 Buy
+7
New +$231 ﹤0.01% 296

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

NorthAvenue LLC's SCHA Position: Q2 2026 in Review

NorthAvenue LLC opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 7 shares worth $253. The stake represents ﹤0.01% of the portfolio and ranks #296 among its holdings.

366 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • NorthAvenue LLC held 7 shares of Schwab U.S Small- Cap ETF worth $253 as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new NorthAvenue LLC position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #296 holding.
  • 366 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.