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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Seven Mile Advisory's SCHA Position: Q1 2026 in Review

Seven Mile Advisory held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 14,000 shares worth $407K. The position accounts for 0.29% of the portfolio, ranked #72.

Seven Mile Advisory first reported a position in SCHA in Q2 2023 and has held it in 12 quarters since. The position peaked at $443K in Q1 2024. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Seven Mile Advisory held 14,000 shares of Schwab U.S Small- Cap ETF worth $407K as of Q1 2026.
Seven Mile Advisory left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.29% of Seven Mile Advisory's portfolio in Q1 2026, its #72 holding.
Seven Mile Advisory first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 12 quarters since.
Seven Mile Advisory's Schwab U.S Small- Cap ETF position peaked at $443K in Q1 2024.
1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.