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

Seneca House 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 		$371K Buy
10,268
+767
+8% +$25.3K 0.13% 80
2026
Q1 		$276K Sell
9,501
-691
-7% -$20.7K 0.11% 82
2025
Q4 		$290K Sell
10,192
-2,401
-19% -$67.8K 0.11% 85
2025
Q3 		$351K Buy
+12,593
New +$337K 0.14% 73
2025
Q1 		– Sell
-8,753
Closed -$226K – 92
2024
Q4 		$226K Buy
+8,753
New +$233K 0.09% 82
2024
Q1 		– Sell
-11,752
Closed -$278K – 84
2023
Q4 		$278K Sell
11,752
-4,012
-25% -$84.6K 0.13% 68
2023
Q3 		$321K Sell
15,764
-125,184
-89% -$2.75M 0.17% 62
2023
Q2 		$3.09M Buy
140,948
+39,088
+38% +$815K 1.54% 28
2023
Q1 		$2.14M Buy
101,860
+91,534
+886% +$1.97M 1.11% 32
2022
Q4 		$209K Buy
+10,326
New +$212K 0.12% 82
2022
Q3 		– Sell
-231,740
Closed -$4.52M – 84
2022
Q2 		$4.52M Buy
231,740
+772
+0.3% +$16.5K 2.95% 8
2022
Q1 		$5.47M Buy
230,968
+12,980
+6% +$306K 2.88% 9
2021
Q4 		$5.58M Buy
217,988
+29,732
+16% +$769K 2.96% 8
2021
Q3 		$4.71M Buy
188,256
+12,420
+7% +$315K 2.83% 9
2021
Q2 		$4.58M Buy
175,836
+24,404
+16% +$624K 2.97% 7
2021
Q1 		$3.77M Buy
151,432
+119,204
+370% +$2.93M 2.67% 8
2020
Q4 		$717K Buy
+32,228
New +$642K 0.52% 33
2020
Q1 		– Sell
-424,552
Closed -$8.03M – 79
2019
Q4 		$8.03M Buy
424,552
+37,572
+10% +$680K 6.95% 2
2019
Q3 		$6.75M Buy
386,980
+21,856
+6% +$386K 6.38% 2
2019
Q2 		$6.52M Buy
365,124
+73,472
+25% +$1.3M 5.97% 2
2019
Q1 		$5.1M Buy
291,652
+63,968
+28% +$1.09M 4.43% 3
2018
Q4 		$3.45M Buy
227,684
+25,156
+12% +$425K 3.25% 6
2018
Q3 		$3.86M Buy
202,528
+29,336
+17% +$559K 3.02% 7
2018
Q2 		$3.19M Buy
173,192
+8,276
+5% +$150K 2.59% 9
2018
Q1 		$2.85M Sell
164,916
-7,904
-5% -$139K 2.38% 12
2017
Q4 		$3.01M Buy
+172,820
New +$2.96M 2.58% 8

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 House Advisors's SCHA Position: Q2 2026 in Review

Seneca House Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.1% in Q2 2026, buying an estimated $25.3K and bringing the position to 10,268 shares worth $371K. The position accounts for 0.13% of the portfolio, ranked #80.

Seneca House Advisors first reported a position in SCHA in Q4 2017 and has held it in 26 quarters since. The position peaked at $8.03M in Q4 2019. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Seneca House Advisors held 10,268 shares of Schwab U.S Small- Cap ETF worth $371K as of Q2 2026.
  • Seneca House Advisors bought 767 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $25.3K.
  • Schwab U.S Small- Cap ETF made up 0.13% of Seneca House Advisors's portfolio in Q2 2026, its #80 holding.
  • Seneca House Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 26 quarters since.
  • Seneca House Advisors's Schwab U.S Small- Cap ETF position peaked at $8.03M in Q4 2019.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Seneca House Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.