Signature Estate & Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Signature Estate & Investment 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	$3.24M	Sell	89,604 -878	-1%	-$29K	0.06%	134
2026 Q1	$2.63M	Sell	90,482 -2,133	-2%	-$63.9K	0.05%	142
2025 Q4	$2.64M	Sell	92,615 -13,088	-12%	-$370K	0.05%	144
2025 Q3	$2.95M	Sell	105,703 -5,481	-5%	-$147K	0.06%	138
2025 Q2	$2.81M	Sell	111,184 -3,268	-3%	-$77.3K	0.06%	129
2025 Q1	$2.68M	Sell	114,452 -2,329	-2%	-$59.4K	0.07%	123
2024 Q4	$3.02M	Buy	116,781 +5,041	+5%	+$134K	0.08%	102
2024 Q3	$2.88M	Buy	111,740 +3,572	+3%	+$88.7K	0.07%	101
2024 Q2	$2.57M	Buy	+108,168	New	+$2.56M	0.06%	117
2018 Q4	–	Sell	-5,908	Closed	-$112K	–	193
2018 Q3	$112K	Sell	5,908 -6,372	-52%	-$122K	0.01%	145
2018 Q2	$226K	Sell	12,280 -52,596	-81%	-$952K	0.02%	125
2018 Q1	$1.12M	Buy	64,876 +1,472	+2%	+$25.9K	0.11%	77
2017 Q4	$1.1M	Buy	63,404 +1,404	+2%	+$24K	0.11%	82
2017 Q3	$1.04M	Buy	62,000 +908	+1%	+$14.6K	0.12%	78
2017 Q2	$976K	Sell	61,092 -4,996	-8%	-$78.9K	0.12%	72
2017 Q1	$1.04M	Buy	66,088 +2,404	+4%	+$37.6K	0.13%	71
2016 Q4	$979K	Sell	63,684 -8,228	-11%	-$121K	0.14%	73
2016 Q3	$1.03M	Sell	71,912 -1,116	-2%	-$15.8K	0.15%	66
2016 Q2	$986K	Sell	73,028 -4,096	-5%	-$54.4K	0.16%	65
2016 Q1	$1M	Buy	77,124 +5,300	+7%	+$64.2K	0.16%	67
2015 Q4	$935K	Buy	71,824 +8,352	+13%	+$111K	0.16%	70
2015 Q3	$806K	Buy	63,472 +6,124	+11%	+$84.3K	0.17%	63
2015 Q2	$824K	Buy	57,348 +5,224	+10%	+$75.7K	0.18%	59
2015 Q1	$750K	Buy	52,124 +3,292	+7%	+$46K	0.2%	58
2014 Q4	$673K	Buy	48,832 +7,828	+19%	+$104K	0.22%	55
2014 Q3	$527K	Buy	41,004 +8,052	+24%	+$108K	0.19%	52
2014 Q2	$452K	Buy	32,952 +5,872	+22%	+$77.4K	0.16%	55
2014 Q1	$363K	Buy	+27,080	New	+$358K	0.14%	54

Other funds holding SCHA

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SCM

Steele Capital Management Dubuque, Iowa $2.72B AUM 21.58% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GRR

Golden Reserve Retirement Dublin, Ohio $635M AUM 25.04% 1-Year Est. Return

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

Signature Estate & Investment Advisors's SCHA Position: Q2 2026 in Review

Signature Estate & Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.97% in Q2 2026, selling an estimated $29K and leaving 89,604 shares worth $3.24M. The position accounts for 0.06% of the portfolio, ranked #134.

Signature Estate & Investment Advisors first reported a position in SCHA in Q1 2014 and has held it in 28 quarters since. 959 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Signature Estate & Investment Advisors held 89,604 shares of Schwab U.S Small- Cap ETF worth $3.24M as of Q2 2026.
Signature Estate & Investment Advisors sold 878 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $29K.
Schwab U.S Small- Cap ETF made up 0.06% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #134 holding.
Signature Estate & Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2014 and has held it in 28 quarters since.
959 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.