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

Signal Advisors Wealth’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	$551K	Sell	15,260 -2,047	-12%	-$67.6K	0.03%	395
2026 Q1	$503K	Buy	17,307 +1,808	+12%	+$54.2K	0.03%	363
2025 Q4	$441K	Sell	15,499 -523	-3%	-$14.8K	0.04%	331
2025 Q3	$447K	Sell	16,022 -1,017	-6%	-$27.2K	0.04%	288
2025 Q2	$431K	Sell	17,039 -87,483	-84%	-$2.07M	0.03%	316
2025 Q1	$2.45M	Sell	104,522 -5,857	-5%	-$149K	0.24%	103
2024 Q4	$2.85M	Buy	+110,379	New	+$2.94M	0.32%	85

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

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

Signal Advisors Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q2 2026, selling an estimated $67.6K and leaving 15,260 shares worth $551K. The position accounts for 0.03% of the portfolio, ranked #395.

Signal Advisors Wealth first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q4 2024. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Signal Advisors Wealth held 15,260 shares of Schwab U.S Small- Cap ETF worth $551K as of Q2 2026.
Signal Advisors Wealth sold 2,047 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $67.6K.
Schwab U.S Small- Cap ETF made up 0.03% of Signal Advisors Wealth's portfolio in Q2 2026, its #395 holding.
Signal Advisors Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
Signal Advisors Wealth's Schwab U.S Small- Cap ETF position peaked at $2.85M in Q4 2024.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.