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Quotient Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Quotient Wealth Partners’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
-10,844
Closed -$315K – 425
2026
Q1 		$315K Hold
10,844
– – 0.01% 271
2025
Q4 		$309K Buy
10,844
+538
+5% +$15.2K 0.01% 272
2025
Q3 		$288K Hold
10,306
– – 0.01% 280
2025
Q2 		$261K Buy
+10,306
New +$244K 0.01% 292

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

Quotient Wealth Partners's SCHA Position: Q2 2026 in Review

Quotient Wealth Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2026, closing a stake of 10,844 shares — an estimated $315K sold.

Quotient Wealth Partners first reported a position in SCHA in Q2 2025 and held it in 4 quarters. The position peaked at $315K in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Quotient Wealth Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2026 after selling out during the quarter.
  • Quotient Wealth Partners sold 10,844 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $315K.
  • Quotient Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and held it in 4 quarters.
  • Quotient Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $315K in Q1 2026.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.