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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sanctuary Advisors's SCHA Position: Q1 2026 in Review

Sanctuary Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q1 2026, buying an estimated $95.4K and bringing the position to 144,728 shares worth $4.21M. The position accounts for 0.02% of the portfolio, ranked #616.

Sanctuary Advisors first reported a position in SCHA in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.7M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Sanctuary Advisors held 144,728 shares of Schwab U.S Small- Cap ETF worth $4.21M as of Q1 2026.
Sanctuary Advisors bought 3,184 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $95.4K.
Schwab U.S Small- Cap ETF made up 0.02% of Sanctuary Advisors's portfolio in Q1 2026, its #616 holding.
Sanctuary Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's Schwab U.S Small- Cap ETF position peaked at $19.7M in Q3 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.