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

Soltis 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 		$210K Buy
+5,820
New +$192K 0.01% 612
2024
Q1 		– Sell
-158,898
Closed -$3.75M – 310
2023
Q4 		$3.75M Buy
+158,898
New +$3.35M 0.42% 79

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

Soltis Investment Advisors's SCHA Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 5,820 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #612 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in SCHA as recently as Q4 2023.

Soltis Investment Advisors first reported a position in SCHA in Q4 2023 and has held it in 2 quarters since. The position peaked at $3.75M in Q4 2023. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Soltis Investment Advisors held 5,820 shares of Schwab U.S Small- Cap ETF worth $210K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Soltis Investment Advisors position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #612 holding.
  • Soltis Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 2 quarters since.
  • Soltis Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $3.75M in Q4 2023.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.