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

Roberts 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	$1.22M	Sell	33,868 -3,029	-8%	-$100K	0.28%	67
2026 Q1	$1.07M	Buy	36,897 +3,984	+12%	+$119K	0.27%	70
2025 Q4	$937K	Sell	32,913 -870	-3%	-$24.6K	0.24%	70
2025 Q3	$943K	Sell	33,783 -1,776	-5%	-$47.5K	0.25%	69
2025 Q2	$900K	Sell	35,559 -601	-2%	-$14.2K	0.26%	66
2025 Q1	$847K	Sell	36,160 -976	-3%	-$24.9K	0.26%	69
2024 Q4	$977K	Buy	37,136 +100	+0.3%	+$2.66K	0.3%	63
2024 Q3	$940K	Hold	37,036	–	–	0.3%	62
2024 Q2	$870K	Hold	37,036	–	–	0.3%	62
2024 Q1	$851K	Sell	37,036 -4,104	-10%	-$96.1K	0.32%	65
2023 Q4	$2.83M	Sell	41,140 -1,602	-4%	-$33.8K	0.44%	49
2023 Q3	$870K	Buy	42,742 +1,000	+2%	+$21.9K	0.38%	63
2023 Q2	$914K	Sell	41,742 -78	-0.2%	-$1.63K	0.4%	58
2023 Q1	$861K	Hold	41,820	–	–	0.4%	58
2022 Q4	$842K	Buy	+41,820	New	+$857K	0.41%	60

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

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

Roberts Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8.2% in Q2 2026, selling an estimated $100K and leaving 33,868 shares worth $1.22M. The position accounts for 0.28% of the portfolio, ranked #67.

Roberts Wealth Advisors first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.83M in Q4 2023. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Roberts Wealth Advisors held 33,868 shares of Schwab U.S Small- Cap ETF worth $1.22M as of Q2 2026.
Roberts Wealth Advisors sold 3,029 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $100K.
Schwab U.S Small- Cap ETF made up 0.28% of Roberts Wealth Advisors's portfolio in Q2 2026, its #67 holding.
Roberts Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
Roberts Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $2.83M in Q4 2023.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.