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

Sequoia 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 		$10M Sell
276,893
-20,852
-7% -$689K 0.05% 226
2026
Q1 		$8.66M Buy
297,745
+1,231
+0.4% +$36.9K 0.05% 222
2025
Q4 		$8.44M Sell
296,514
-1,423
-0.5% -$40.2K 0.05% 224
2025
Q3 		$8.31M Buy
297,937
+19,709
+7% +$527K 0.05% 220
2025
Q2 		$7.04M Sell
278,228
-145,107
-34% -$3.43M 0.05% 221
2025
Q1 		$9.92M Buy
423,335
+4,313
+1% +$110K 0.08% 192
2024
Q4 		$10.8M Buy
419,022
+3,506
+0.8% +$93.3K 0.1% 167
2024
Q3 		$10.7M Buy
415,516
+18,080
+5% +$449K 0.11% 145
2024
Q2 		$9.43M Sell
397,436
-42,620
-10% -$1.01M 0.11% 138
2024
Q1 		$10.8M Sell
440,056
-18,300
-4% -$429K 0.13% 134
2023
Q4 		$10.8M Buy
458,356
+11,248
+3% +$237K 0.13% 141
2023
Q3 		$9.26M Sell
447,108
-2,026
-0.5% -$44.5K 0.16% 106
2023
Q2 		$9.84M Buy
449,134
+5,202
+1% +$108K 0.17% 102
2023
Q1 		$9.31M Sell
443,932
-23,972
-5% -$515K 0.21% 95
2022
Q4 		$9.48M Sell
467,904
-21,022
-4% -$431K 0.23% 90
2022
Q3 		$9.24M Sell
488,926
-48,606
-9% -$1.02M 0.29% 69
2022
Q2 		$10.5M Sell
537,532
-37,664
-7% -$805K 0.3% 63
2022
Q1 		$13.6M Buy
575,196
+23,780
+4% +$561K 0.34% 52
2021
Q4 		$14.1M Buy
551,416
+354,528
+180% +$9.17M 0.38% 48
2021
Q3 		$4.93M Sell
196,888
-335,900
-63% -$8.53M 0.5% 34
2021
Q2 		$13.9M Sell
532,788
-57,516
-10% -$1.47M 0.51% 32
2021
Q1 		$14.7M Sell
590,304
-137,552
-19% -$3.38M 0.62% 25
2020
Q4 		$16.2M Sell
727,856
-15,316
-2% -$305K 0.74% 23
2020
Q3 		$12.7M Sell
743,172
-16,280
-2% -$280K 0.67% 27
2020
Q2 		$12.4M Buy
759,452
+311,260
+69% +$4.66M 0.73% 24
2020
Q1 		$5.77M Buy
448,192
+46,396
+12% +$788K 0.43% 33
2019
Q4 		$7.6M Buy
401,796
+12,632
+3% +$229K 0.48% 26
2019
Q3 		$6.78M Buy
389,164
+44,348
+13% +$783K 0.49% 25
2019
Q2 		$6.16M Buy
344,816
+48,104
+16% +$851K 0.46% 28
2019
Q1 		$5.19M Buy
296,712
+60,564
+26% +$1.04M 0.43% 34
2018
Q4 		$3.58M Buy
236,148
+10,484
+5% +$177K 0.41% 49
2018
Q3 		$4.3M Buy
225,664
+1,040
+0.5% +$19.8K 0.43% 46
2018
Q2 		$4.13M Buy
224,624
+7,672
+4% +$139K 0.44% 47
2018
Q1 		$3.75M Sell
216,952
-4,316
-2% -$76.1K 0.39% 52
2017
Q4 		$3.86M Buy
221,268
+1,800
+0.8% +$30.8K 0.41% 52
2017
Q3 		$3.7M Sell
219,468
-59,240
-21% -$952K 0.44% 48
2017
Q2 		$4.45M Buy
278,708
+628
+0.2% +$9.92K 0.55% 37
2017
Q1 		$4.38M Buy
278,080
+73,772
+36% +$1.16M 0.56% 34
2016
Q4 		$3.14M Buy
204,308
+27,920
+16% +$411K 0.45% 47
2016
Q3 		$2.54M Buy
176,388
+39,752
+29% +$564K 0.47% 38
2016
Q2 		$1.85M Buy
136,636
+2,748
+2% +$36.5K 0.52% 49
2016
Q1 		$1.74M Sell
133,888
-7,940
-6% -$96.2K 0.56% 42
2015
Q4 		$1.85M Buy
141,828
+23,520
+20% +$314K 0.74% 34
2015
Q3 		$1.5M Buy
118,308
+7,852
+7% +$108K 0.65% 32
2015
Q2 		$1.59M Buy
110,456
+27,932
+34% +$405K 0.67% 24
2015
Q1 		$1.19M Buy
+82,524
New +$1.15M 0.54% 42

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

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

Sequoia Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 7% in Q2 2026, selling an estimated $689K and leaving 276,893 shares worth $10M. The position accounts for 0.05% of the portfolio, ranked #226.

Sequoia Financial Advisors first reported a position in SCHA in Q1 2015 and has held it in 46 quarters since. The position peaked at $16.2M in Q4 2020. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sequoia Financial Advisors held 276,893 shares of Schwab U.S Small- Cap ETF worth $10M as of Q2 2026.
  • Sequoia Financial Advisors sold 20,852 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $689K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Sequoia Financial Advisors's portfolio in Q2 2026, its #226 holding.
  • Sequoia Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and has held it in 46 quarters since.
  • Sequoia Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $16.2M in Q4 2020.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.