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

Nottingham 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	$273K	Hold	8,067	–	–	0.03%	103
2026 Q1	$235K	Hold	8,067	–	–	0.03%	107
2025 Q4	$230K	Hold	8,067	–	–	0.03%	100
2025 Q3	$225K	Sell	8,067 -1	-0%	-$27	0.03%	102
2025 Q2	$204K	Sell	8,068 -1,548	-16%	-$36.6K	0.03%	106
2025 Q1	$225K	Buy	9,616 +67	+0.7%	+$1.71K	0.03%	106
2024 Q4	$247K	Sell	9,549 -2,451	-20%	-$65.2K	0.03%	116
2024 Q3	$309K	Hold	12,000	–	–	0.03%	119
2024 Q2	$285K	Hold	12,000	–	–	0.03%	131
2024 Q1	$295K	Sell	12,000 -652	-5%	-$15.3K	0.04%	116
2023 Q4	$299K	Hold	12,652	–	–	0.04%	112
2023 Q3	$262K	Hold	12,652	–	–	0.04%	110
2023 Q2	$277K	Hold	12,652	–	–	0.04%	111
2023 Q1	$265K	Hold	12,652	–	–	0.04%	118
2022 Q4	$256K	Buy	12,652 +10	+0.1%	+$205	0.03%	121
2022 Q3	$239K	Buy	12,642 +14	+0.1%	+$293	0.03%	115
2022 Q2	$246K	Buy	12,628 +8	+0.1%	+$171	0.03%	115
2022 Q1	$299K	Hold	12,620	–	–	0.04%	113
2021 Q4	$323K	Sell	12,620 -124	-1%	-$3.21K	0.04%	113
2021 Q3	$319K	Buy	12,744 +144	+1%	+$3.66K	0.03%	111
2021 Q2	$328K	Hold	12,600	–	–	0.04%	109
2021 Q1	$314K	Hold	12,600	–	–	0.04%	115
2020 Q4	$280K	Hold	12,600	–	–	0.04%	116
2020 Q3	$215K	Buy	+12,600	New	+$217K	0.03%	127

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

Nottingham Advisors's SCHA Position: Q2 2026 in Review

Nottingham Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 8,067 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #103.

Nottingham Advisors first reported a position in SCHA in Q3 2020 and has held it in 24 quarters since. The position peaked at $328K in Q2 2021. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Nottingham Advisors held 8,067 shares of Schwab U.S Small- Cap ETF worth $273K as of Q2 2026.
Nottingham Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Nottingham Advisors's portfolio in Q2 2026, its #103 holding.
Nottingham Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 24 quarters since.
Nottingham Advisors's Schwab U.S Small- Cap ETF position peaked at $328K in Q2 2021.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Nottingham Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.