SFA
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Seneca Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Seneca Financial 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 		$25.7M Buy
712,389
+79,440
+13% +$2.63M 6.68% 6
2026
Q1 		$18.4M Buy
632,949
+157,762
+33% +$4.73M 5.39% 9
2025
Q4 		$13.5M Buy
475,187
+38,590
+9% +$1.09M 4.12% 12
2025
Q3 		$12.2M Buy
436,597
+30,254
+7% +$809K 3.98% 12
2025
Q2 		$10.3M Buy
406,343
+7,363
+2% +$174K 3.96% 10
2025
Q1 		$9.35M Buy
398,980
+42,465
+12% +$1.08M 4.53% 9
2024
Q4 		$9.22M Buy
356,515
+16,679
+5% +$444K 4.58% 9
2024
Q3 		$8.75M Buy
339,836
+21,714
+7% +$539K 4.26% 9
2024
Q2 		$7.55M Buy
318,122
+69,274
+28% +$1.64M 3.91% 9
2024
Q1 		$6.13M Buy
248,848
+54,358
+28% +$1.27M 3.27% 11
2023
Q4 		$4.59M Buy
194,490
+8,204
+4% +$173K 2.67% 12
2023
Q3 		$3.86M Buy
186,286
+1,158
+0.6% +$25.4K 2.64% 12
2023
Q2 		$4.05M Sell
185,128
-22,382
-11% -$467K 2.69% 12
2023
Q1 		$4.35M Sell
207,510
-26,124
-11% -$561K 2.8% 10
2022
Q4 		$4.73M Sell
233,634
-70,138
-23% -$1.44M 2.99% 11
2022
Q3 		$5.74M Buy
303,772
+10,302
+4% +$215K 4.11% 7
2022
Q2 		$5.72M Buy
293,470
+22,570
+8% +$482K 3.85% 8
2022
Q1 		$6.41M Buy
270,900
+8,824
+3% +$208K 3.9% 8
2021
Q4 		$6.71M Buy
262,076
+3,896
+2% +$101K 3.97% 8
2021
Q3 		$6.46M Buy
258,180
+1,008
+0.4% +$25.6K 4.28% 9
2021
Q2 		$6.7M Sell
257,172
-2,472
-1% -$63.2K 4.38% 9
2021
Q1 		$6.47M Buy
259,644
+5,692
+2% +$140K 4.55% 8
2020
Q4 		$5.65M Buy
+253,952
New +$5.06M 4.29% 9

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Seneca Financial Advisors's SCHA Position: Q2 2026 in Review

Seneca Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 13% in Q2 2026, buying an estimated $2.63M and bringing the position to 712,389 shares worth $25.7M. The position accounts for 6.68% of the portfolio, ranked #6.

Seneca Financial Advisors first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Seneca Financial Advisors held 712,389 shares of Schwab U.S Small- Cap ETF worth $25.7M as of Q2 2026.
  • Seneca Financial Advisors bought 79,440 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $2.63M.
  • Schwab U.S Small- Cap ETF made up 6.68% of Seneca Financial Advisors's portfolio in Q2 2026, its #6 holding.
  • Seneca Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Seneca Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.