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

Portus 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 		– Sell
-5,334
Closed -$155K – 436
2026
Q1 		$155K Sell
5,334
-5,966
-53% -$179K 0.15% 50
2025
Q4 		$322K Hold
11,300
– – 0.3% 43
2025
Q3 		$315K Buy
+11,300
New +$302K 0.31% 44

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

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

Portus Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 5,334 shares — an estimated $155K sold.

Portus Wealth Advisors first reported a position in SCHA in Q3 2025 and held it in 3 quarters. The position peaked at $322K in Q4 2025. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Portus Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Portus Wealth Advisors sold 5,334 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $155K.
  • Portus Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and held it in 3 quarters.
  • Portus Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $322K in Q4 2025.
  • 1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.