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

Sanctuary 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	$5.4M	Buy	149,481 +4,753	+3%	+$157K	0.03%	578
2026 Q1	$4.21M	Buy	144,728 +3,184	+2%	+$95.4K	0.02%	616
2025 Q4	$4.03M	Buy	141,544 +25,514	+22%	+$720K	0.02%	618
2025 Q3	$3.24M	Sell	116,030 -357,596	-76%	-$9.56M	0.02%	683
2025 Q2	$12M	Sell	473,626 -71,334	-13%	-$1.69M	0.07%	276
2025 Q1	$12.8M	Sell	544,960 -13,541	-2%	-$345K	0.09%	234
2024 Q4	$15.1M	Sell	558,501 -853,007	-60%	-$22.7M	0.1%	230
2024 Q3	$19.7M	Buy	1,411,508 +977,938	+226%	+$24.3M	0.12%	177
2024 Q2	$10.1M	Buy	+433,570	New	+$10.3M	0.07%	284

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

Sanctuary Advisors's SCHA Position: Q2 2026 in Review

Sanctuary Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.3% in Q2 2026, buying an estimated $157K and bringing the position to 149,481 shares worth $5.4M. The position accounts for 0.03% of the portfolio, ranked #578.

Sanctuary Advisors first reported a position in SCHA in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.7M in Q3 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Sanctuary Advisors held 149,481 shares of Schwab U.S Small- Cap ETF worth $5.4M as of Q2 2026.
Sanctuary Advisors bought 4,753 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $157K.
Schwab U.S Small- Cap ETF made up 0.03% of Sanctuary Advisors's portfolio in Q2 2026, its #578 holding.
Sanctuary Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Schwab U.S Small- Cap ETF position peaked at $19.7M in Q3 2024.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.