Signature Equity Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Signature Equity Partners’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	$3.43K	Buy	95 +55	+138%	+$1.82K	﹤0.01%	1067
2026 Q1	$1.16K	Hold	40	–	–	﹤0.01%	1220
2025 Q4	$1.14K	Buy	+40	New	+$1.13K	﹤0.01%	1358

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

Signature Equity Partners's SCHA Position: Q2 2026 in Review

Signature Equity Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 138% in Q2 2026, buying an estimated $1.82K and bringing the position to 95 shares worth $3.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Signature Equity Partners first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Signature Equity Partners held 95 shares of Schwab U.S Small- Cap ETF worth $3.43K as of Q2 2026.
Signature Equity Partners bought 55 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.82K.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Signature Equity Partners's portfolio in Q2 2026, its #1067 holding.
Signature Equity Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.