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

Operose 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	$92.3K	Sell	2,555 -298	-10%	-$9.85K	0.02%	250
2026 Q1	$82.9K	Buy	2,853 +336	+13%	+$10.1K	0.02%	238
2025 Q4	$71.7K	Hold	2,517	–	–	0.02%	249
2025 Q3	$70.2K	Buy	2,517 +276	+12%	+$7.38K	0.02%	232
2025 Q2	$56.7K	Hold	2,241	–	–	0.02%	219
2025 Q1	$52.5K	Hold	2,241	–	–	0.02%	210
2024 Q4	$57.9K	Buy	2,241 +441	+25%	+$11.7K	0.02%	204
2024 Q3	$46.3K	Buy	1,800 +710	+65%	+$17.6K	0.02%	280
2024 Q2	$25.9K	Hold	1,090	–	–	0.01%	320
2024 Q1	$26.8K	Buy	1,090 +410	+60%	+$9.61K	0.01%	337
2023 Q4	$16.1K	Hold	680	–	–	0.01%	399
2023 Q3	$14.1K	Hold	680	–	–	0.01%	531
2023 Q2	$14.9K	Hold	680	–	–	0.01%	257
2023 Q1	$14.3K	Hold	680	–	–	0.01%	248
2022 Q4	$13.8K	Hold	680	–	–	0.01%	252
2022 Q3	$13K	Hold	680	–	–	0.01%	242
2022 Q2	$13K	Hold	680	–	–	0.01%	221
2022 Q1	$16K	Hold	680	–	–	0.01%	230
2021 Q4	$17K	Buy	+680	New	+$17.6K	0.01%	222

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

Operose Advisors's SCHA Position: Q2 2026 in Review

Operose Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 10% in Q2 2026, selling an estimated $9.85K and leaving 2,555 shares worth $92.3K. The position accounts for 0.02% of the portfolio, ranked #250.

Operose Advisors first reported a position in SCHA in Q4 2021 and has held it in 19 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Operose Advisors held 2,555 shares of Schwab U.S Small- Cap ETF worth $92.3K as of Q2 2026.
Operose Advisors sold 298 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $9.85K.
Schwab U.S Small- Cap ETF made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #250 holding.
Operose Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 19 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

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