Sendero Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sendero Wealth Management’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	$463K	Buy	12,814 +14	+0.1%	+$463	0.05%	166
2026 Q1	$372K	Hold	12,800	–	–	0.04%	173
2025 Q4	$365K	Hold	12,800	–	–	0.04%	173
2025 Q3	$357K	Hold	12,800	–	–	0.04%	165
2025 Q2	$324K	Hold	12,800	–	–	0.04%	167
2025 Q1	$300K	Hold	12,800	–	–	0.04%	158
2024 Q4	$331K	Hold	12,800	–	–	0.05%	146
2024 Q3	$330K	Hold	12,800	–	–	0.05%	142
2024 Q2	$304K	Hold	12,800	–	–	0.05%	142
2024 Q1	$315K	Hold	12,800	–	–	0.05%	142
2023 Q4	$302K	Hold	12,800	–	–	0.06%	136
2023 Q3	$265K	Hold	12,800	–	–	0.06%	141
2023 Q2	$280K	Buy	+12,800	New	+$267K	0.06%	134

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

Sendero Wealth Management's SCHA Position: Q2 2026 in Review

Sendero Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.11% in Q2 2026, buying an estimated $463 and bringing the position to 12,814 shares worth $463K. The position accounts for 0.05% of the portfolio, ranked #166.

Sendero Wealth Management first reported a position in SCHA in Q2 2023 and has held it in 13 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Sendero Wealth Management held 12,814 shares of Schwab U.S Small- Cap ETF worth $463K as of Q2 2026.
Sendero Wealth Management bought 14 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $463.
Schwab U.S Small- Cap ETF made up 0.05% of Sendero Wealth Management's portfolio in Q2 2026, its #166 holding.
Sendero Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 13 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.