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

Physician Wealth 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	$383K	Buy	10,608 +179	+2%	+$5.92K	0.05%	136
2026 Q1	$303K	Buy	10,429 +148	+1%	+$4.44K	0.04%	147
2025 Q4	$293K	Buy	10,281 +115	+1%	+$3.25K	0.04%	142
2025 Q3	$284K	Sell	10,166 -3,351	-25%	-$89.6K	0.04%	148
2025 Q2	$342K	Buy	13,517 +28	+0.2%	+$662	0.05%	131
2025 Q1	$316K	Buy	13,489 +134	+1%	+$3.42K	0.05%	130
2024 Q4	$345K	Sell	13,355 -13,277	-50%	-$353K	0.06%	125
2024 Q3	$346K	Buy	26,632 +16,586	+165%	+$412K	0.06%	122
2024 Q2	$259K	Sell	10,046 -6,664	-40%	-$158K	0.05%	141
2024 Q1	$382K	Sell	16,710 -74	-0.4%	-$1.73K	0.08%	106
2023 Q4	$389K	Buy	16,784 +2,626	+19%	+$55.3K	0.09%	101
2023 Q3	$288K	Buy	14,158 +4	+0%	+$88	0.07%	107
2023 Q2	$312K	Buy	14,154 +860	+6%	+$17.9K	0.08%	106
2023 Q1	$278K	Buy	13,294 +26	+0.2%	+$559	0.07%	117
2022 Q4	$289K	Sell	13,268 -7,250	-35%	-$149K	0.08%	115
2022 Q3	$412K	Buy	20,518 +1,656	+9%	+$34.6K	0.13%	85
2022 Q2	$406K	Sell	18,862 -151,794	-89%	-$3.25M	0.12%	94
2022 Q1	$3.84M	Sell	170,656 -34,900	-17%	-$824K	1.02%	23
2021 Q4	$5.13M	Buy	205,556 +14,676	+8%	+$380K	1.34%	18
2021 Q3	$4.93M	Buy	190,880 +11,092	+6%	+$282K	1.35%	20
2021 Q2	$4.49M	Buy	179,788 +20,668	+13%	+$528K	1.29%	22
2021 Q1	$4.04M	Buy	159,120 +7,728	+5%	+$190K	1.31%	20
2020 Q4	$3.75M	Buy	151,392 +123,644	+446%	+$2.46M	1.28%	21
2020 Q3	$493K	Hold	27,748	–	–	0.2%	68
2020 Q2	$498K	Sell	27,748 -1,180	-4%	-$17.7K	0.2%	69
2020 Q1	$391K	Sell	28,928 -11,304	-28%	-$192K	0.2%	66
2019 Q4	$763K	Buy	40,232 +232	+0.6%	+$4.2K	0.34%	41
2019 Q3	$739K	Buy	+40,000	New	+$706K	0.36%	41

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

Physician Wealth Advisors's SCHA Position: Q2 2026 in Review

Physician Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q2 2026, buying an estimated $5.92K and bringing the position to 10,608 shares worth $383K. The position accounts for 0.05% of the portfolio, ranked #136.

Physician Wealth Advisors first reported a position in SCHA in Q3 2019 and has held it in 28 quarters since. The position peaked at $5.13M in Q4 2021. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Physician Wealth Advisors held 10,608 shares of Schwab U.S Small- Cap ETF worth $383K as of Q2 2026.
Physician Wealth Advisors bought 179 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5.92K.
Schwab U.S Small- Cap ETF made up 0.05% of Physician Wealth Advisors's portfolio in Q2 2026, its #136 holding.
Physician Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 28 quarters since.
Physician Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $5.13M in Q4 2021.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.