Private Client Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Private Client Services’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	$294K	Buy	+8,134	New	+$269K	0.08%	175
2025 Q2	–	Sell	-9,535	Closed	-$223K	–	220
2025 Q1	$223K	Sell	9,535 -884	-8%	-$22.5K	0.11%	173
2024 Q4	$269K	Buy	10,419 +21	+0.2%	+$559	0.14%	135
2024 Q3	$268K	Buy	+10,398	New	+$258K	0.14%	130

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

Private Client Services's SCHA Position: Q2 2026 in Review

Private Client Services opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 8,134 shares worth $294K. The stake represents 0.08% of the portfolio and ranks #175 among its holdings. This is a return to the name: Private Client Services previously reported a position in SCHA as recently as Q1 2025.

Private Client Services first reported a position in SCHA in Q3 2024 and has held it in 4 quarters since. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Private Client Services held 8,134 shares of Schwab U.S Small- Cap ETF worth $294K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Private Client Services position in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.08% of Private Client Services's portfolio in Q2 2026, its #175 holding.
Private Client Services first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 4 quarters since.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.