Seven Mile Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Seven Mile Advisory’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	$506K	Hold	14,000	–	–	0.34%	58
2026 Q1	$407K	Hold	14,000	–	–	0.29%	72
2025 Q4	$399K	Hold	14,000	–	–	0.07%	136
2025 Q3	$391K	Hold	14,000	–	–	0.06%	164
2025 Q2	$354K	Hold	14,000	–	–	0.21%	98
2025 Q1	$328K	Hold	14,000	–	–	0.22%	100
2024 Q4	$362K	Hold	14,000	–	–	0.23%	85
2024 Q3	$361K	Hold	14,000	–	–	0.24%	84
2024 Q2	$332K	Sell	14,000 -4,000	-22%	-$94.8K	0.24%	81
2024 Q1	$443K	Hold	18,000	–	–	0.34%	62
2023 Q4	$425K	Hold	18,000	–	–	0.37%	60
2023 Q3	$373K	Hold	18,000	–	–	0.39%	61
2023 Q2	$394K	Buy	+18,000	New	+$375K	0.46%	52

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

Seven Mile Advisory's SCHA Position: Q2 2026 in Review

Seven Mile Advisory held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 14,000 shares worth $506K. The position accounts for 0.34% of the portfolio, ranked #58.

Seven Mile Advisory 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.

Seven Mile Advisory held 14,000 shares of Schwab U.S Small- Cap ETF worth $506K as of Q2 2026.
Seven Mile Advisory left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.34% of Seven Mile Advisory's portfolio in Q2 2026, its #58 holding.
Seven Mile Advisory 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 Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.