Sierra Summit Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sierra Summit 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	$499K	Hold	13,815	–	–	0.06%	167
2026 Q1	$402K	Hold	13,815	–	–	0.06%	160
2025 Q4	$393K	Hold	13,815	–	–	0.06%	156
2025 Q3	$385K	Sell	13,815 -42	-0.3%	-$1.12K	0.06%	162
2025 Q2	$351K	Sell	13,857 -732	-5%	-$17.3K	0.06%	161
2025 Q1	$342K	Buy	14,589 +312	+2%	+$7.95K	0.07%	160
2024 Q4	$369K	Buy	14,277 +465	+3%	+$12.4K	0.07%	133
2024 Q3	$356K	Hold	13,812	–	–	0.08%	121
2024 Q2	$328K	Sell	13,812 -1,058	-7%	-$25.1K	0.08%	125
2024 Q1	$366K	Buy	14,870 +1,278	+9%	+$29.9K	0.1%	110
2023 Q4	$321K	Buy	+13,592	New	+$286K	0.09%	126

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

Sierra Summit Advisors's SCHA Position: Q2 2026 in Review

Sierra Summit Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 13,815 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #167.

Sierra Summit Advisors first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Sierra Summit Advisors held 13,815 shares of Schwab U.S Small- Cap ETF worth $499K as of Q2 2026.
Sierra Summit Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.06% of Sierra Summit Advisors's portfolio in Q2 2026, its #167 holding.
Sierra Summit Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.