Sage Investment Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sage Investment Advisers’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	$419K	Sell	11,589 -90	-0.8%	-$2.97K	0.28%	66
2026 Q1	$343K	Buy	11,679 +52	+0.4%	+$1.56K	0.25%	70
2025 Q4	$331K	Buy	+11,627	New	+$328K	0.25%	68
2024 Q3	$1.53M	Buy	59,386 +2,690	+5%	+$66.8K	1.6%	21
2024 Q2	$1.35M	Buy	56,696 +340	+0.6%	+$8.06K	1.52%	24
2024 Q1	$1.39M	Buy	56,356 +9,768	+21%	+$229K	1.59%	24
2023 Q4	$1.1M	Sell	46,588 -59,902	-56%	-$1.26M	1.33%	26
2023 Q3	$2.21M	Buy	106,490 +5,898	+6%	+$129K	3.03%	9
2023 Q2	$2.2M	Buy	100,592 +6,024	+6%	+$126K	2.94%	10
2023 Q1	$1.98M	Buy	94,568 +7,450	+9%	+$160K	2.65%	11
2022 Q4	$1.76M	Buy	87,118 +1,736	+2%	+$35.6K	2.52%	10
2022 Q3	$1.61M	Buy	85,382 +21,160	+33%	+$443K	2.55%	11
2022 Q2	$1.25M	Buy	64,222 +3,374	+6%	+$72.1K	1.96%	18
2022 Q1	$1.44M	Buy	60,848 +8,776	+17%	+$207K	1.91%	17
2021 Q4	$1.33M	Buy	+52,072	New	+$1.35M	1.72%	20

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

Sage Investment Advisers's SCHA Position: Q2 2026 in Review

Sage Investment Advisers reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.77% in Q2 2026, selling an estimated $2.97K and leaving 11,589 shares worth $419K. The position accounts for 0.28% of the portfolio, ranked #66.

Sage Investment Advisers first reported a position in SCHA in Q4 2021 and has held it in 15 quarters since. The position peaked at $2.21M in Q3 2023. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Sage Investment Advisers held 11,589 shares of Schwab U.S Small- Cap ETF worth $419K as of Q2 2026.
Sage Investment Advisers sold 90 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.97K.
Schwab U.S Small- Cap ETF made up 0.28% of Sage Investment Advisers's portfolio in Q2 2026, its #66 holding.
Sage Investment Advisers first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 15 quarters since.
Sage Investment Advisers's Schwab U.S Small- Cap ETF position peaked at $2.21M in Q3 2023.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sage Investment Advisers's 13F filing for Q2 2026, filed 9 Jul 2026.