SageView Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

SageView Advisory Group’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	$446K	Buy	12,333 +110	+0.9%	+$3.63K	0.01%	391
2026 Q1	$355K	Sell	12,223 -1,091	-8%	-$32.7K	0.01%	425
2025 Q4	$379K	Sell	13,314 -537	-4%	-$15.2K	0.01%	416
2025 Q3	$386K	Buy	13,851 +607	+5%	+$16.2K	0.01%	438
2025 Q2	$348K	Buy	13,244 +229	+2%	+$5.41K	0.01%	453
2025 Q1	$305K	Buy	13,015 +230	+2%	+$5.86K	0.01%	466
2024 Q4	$331K	Buy	+12,785	New	+$340K	0.01%	431
2024 Q3	–	Sell	-11,840	Closed	-$281K	–	560
2024 Q2	$281K	Sell	11,840 -54,020	-82%	-$1.28M	0.01%	453
2024 Q1	$2.01M	Buy	65,860 +52,672	+399%	+$1.23M	0.1%	111
2023 Q4	$307K	Buy	13,188 +414	+3%	+$8.73K	0.01%	504
2023 Q3	$265K	Sell	12,774 -1,596	-11%	-$35K	0.02%	445
2023 Q2	$315K	Buy	+14,370	New	+$300K	0.02%	436
2023 Q1	–	Sell	-14,482	Closed	-$293K	–	479
2022 Q4	$293K	Buy	+14,482	New	+$297K	0.02%	326

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

SageView Advisory Group's SCHA Position: Q2 2026 in Review

SageView Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.9% in Q2 2026, buying an estimated $3.63K and bringing the position to 12,333 shares worth $446K. The position accounts for 0.01% of the portfolio, ranked #391.

SageView Advisory Group first reported a position in SCHA in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.01M in Q1 2024. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

SageView Advisory Group held 12,333 shares of Schwab U.S Small- Cap ETF worth $446K as of Q2 2026.
SageView Advisory Group bought 110 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $3.63K.
Schwab U.S Small- Cap ETF made up 0.01% of SageView Advisory Group's portfolio in Q2 2026, its #391 holding.
SageView Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 13 quarters since.
SageView Advisory Group's Schwab U.S Small- Cap ETF position peaked at $2.01M in Q1 2024.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.