Sightline Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sightline Wealth 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	$14.8M	Buy	410,967 +18,244	+5%	+$603K	5.43%	5
2026 Q1	$11.4M	Buy	392,723 +14,600	+4%	+$438K	4.83%	5
2025 Q4	$10.8M	Sell	378,123 -8,609	-2%	-$243K	4.59%	5
2025 Q3	$10.8M	Sell	386,732 -1,688	-0.4%	-$45.1K	4.87%	5
2025 Q2	$9.83M	Buy	388,420 +7,991	+2%	+$189K	4.74%	5
2025 Q1	$8.91M	Buy	380,429 +10,345	+3%	+$264K	4.7%	6
2024 Q4	$9.57M	Buy	370,084 +26,002	+8%	+$692K	5.16%	5
2024 Q3	$8.86M	Buy	344,082 +4,550	+1%	+$113K	4.88%	6
2024 Q2	$8.06M	Buy	339,532 +9,140	+3%	+$217K	5.01%	6
2024 Q1	$8.13M	Buy	330,392 +14,110	+4%	+$331K	5.36%	6
2023 Q4	$7.47M	Buy	316,282 +29,704	+10%	+$626K	5.68%	6
2023 Q3	$5.94M	Buy	286,578 +39,008	+16%	+$856K	5.54%	4
2023 Q2	$5.19M	Buy	247,570 +3,980	+2%	+$83K	5.16%	4
2023 Q1	$5.11M	Buy	243,590 +1,058	+0.4%	+$22.7K	5.22%	4
2022 Q4	$4.91M	Buy	242,532 +6,498	+3%	+$133K	5.3%	4
2022 Q3	$4.58M	Buy	236,034 +1,044	+0.4%	+$21.8K	5.38%	5
2022 Q2	$4.55M	Buy	234,990 +9,260	+4%	+$198K	4.45%	5
2022 Q1	$5.34M	Sell	225,730 -1,894	-0.8%	-$44.7K	4.45%	6
2021 Q4	$5.88M	Sell	227,624 -5,676	-2%	-$147K	5.26%	5
2021 Q3	$5.84M	Sell	233,300 -11,836	-5%	-$301K	4.86%	6
2021 Q2	$6.38M	Sell	245,136 -26,844	-10%	-$686K	5.28%	6
2021 Q1	$6.8M	Buy	271,980 +4,396	+2%	+$108K	6.29%	5
2020 Q4	$5.95M	Buy	+267,584	New	+$5.33M	5.87%	6

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

Sightline Wealth Advisors's SCHA Position: Q2 2026 in Review

Sightline Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.6% in Q2 2026, buying an estimated $603K and bringing the position to 410,967 shares worth $14.8M. The position accounts for 5.43% of the portfolio, ranked #5.

Sightline Wealth Advisors first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 1,347 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Sightline Wealth Advisors held 410,967 shares of Schwab U.S Small- Cap ETF worth $14.8M as of Q2 2026.
Sightline Wealth Advisors bought 18,244 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $603K.
Schwab U.S Small- Cap ETF made up 5.43% of Sightline Wealth Advisors's portfolio in Q2 2026, its #5 holding.
Sightline Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
1,347 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.