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Sittner & Nelson’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sittner & Nelson’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 		$10.1K Buy
279
+235
+534% +$7.77K ﹤0.01% 443
2026
Q1 		$1.28K Hold
44
– – ﹤0.01% 532
2025
Q4 		$1.36K Hold
44
– – ﹤0.01% 494
2025
Q3 		$1.23K Hold
44
– – ﹤0.01% 461
2025
Q2 		$1.11K Hold
44
– – ﹤0.01% 472
2025
Q1 		$1.03K Hold
44
– – ﹤0.01% 463
2024
Q4 		$1.14K Buy
+44
New +$1.17K ﹤0.01% 446

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sittner & Nelson's SCHA Position: Q2 2026 in Review

Sittner & Nelson increased its Schwab U.S Small- Cap ETF (SCHA) stake by 534% in Q2 2026, buying an estimated $7.77K and bringing the position to 279 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #443.

Sittner & Nelson first reported a position in SCHA in Q4 2024 and has held it in 7 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sittner & Nelson held 279 shares of Schwab U.S Small- Cap ETF worth $10.1K as of Q2 2026.
  • Sittner & Nelson bought 235 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $7.77K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #443 holding.
  • Sittner & Nelson first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.