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PFG Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

PFG Investments’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 		$892K Buy
24,700
+1,923
+8% +$63.5K 0.03% 422
2026
Q1 		$662K Buy
22,777
+1,922
+9% +$57.6K 0.03% 489
2025
Q4 		$594K Buy
20,855
+629
+3% +$17.8K 0.03% 509
2025
Q3 		$564K Sell
20,226
-651
-3% -$17.4K 0.03% 512
2025
Q2 		$528K Buy
20,877
+3,876
+23% +$91.6K 0.03% 506
2025
Q1 		$398K Sell
17,001
-199
-1% -$5.07K 0.03% 586
2024
Q4 		$445K Buy
+17,200
New +$458K 0.03% 539
2024
Q2 		– Sell
-8,586
Closed -$211K – 1070
2024
Q1 		$211K Buy
+8,586
New +$201K 0.01% 884

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

PFG Investments's SCHA Position: Q2 2026 in Review

PFG Investments increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.4% in Q2 2026, buying an estimated $63.5K and bringing the position to 24,700 shares worth $892K. The position accounts for 0.03% of the portfolio, ranked #422.

PFG Investments first reported a position in SCHA in Q1 2024 and has held it in 8 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • PFG Investments held 24,700 shares of Schwab U.S Small- Cap ETF worth $892K as of Q2 2026.
  • PFG Investments bought 1,923 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $63.5K.
  • Schwab U.S Small- Cap ETF made up 0.03% of PFG Investments's portfolio in Q2 2026, its #422 holding.
  • PFG Investments first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 8 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.