South Shore Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

South Shore Capital 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	$301K	Buy	8,335 +52	+0.6%	+$1.72K	0.2%	112
2026 Q1	$241K	Buy	+8,283	New	+$248K	0.18%	127
2022 Q3	$209K	Buy	11,048 +2	+0%	+$42	0.49%	67
2022 Q2	$215K	Buy	11,046 +2	+0%	+$43	0.45%	78
2022 Q1	$262K	Hold	11,044	–	–	0.43%	75
2021 Q4	$283K	Buy	11,044 +344	+3%	+$8.9K	0.46%	71
2021 Q3	$268K	Buy	10,700 +308	+3%	+$7.82K	0.49%	78
2021 Q2	$271K	Hold	10,392	–	–	0.48%	79
2021 Q1	$259K	Buy	+10,392	New	+$256K	0.26%	104

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

South Shore Capital Advisors's SCHA Position: Q2 2026 in Review

South Shore Capital Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.63% in Q2 2026, buying an estimated $1.72K and bringing the position to 8,335 shares worth $301K. The position accounts for 0.2% of the portfolio, ranked #112.

South Shore Capital Advisors first reported a position in SCHA in Q1 2021 and has held it in 9 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

South Shore Capital Advisors held 8,335 shares of Schwab U.S Small- Cap ETF worth $301K as of Q2 2026.
South Shore Capital Advisors bought 52 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.72K.
Schwab U.S Small- Cap ETF made up 0.2% of South Shore Capital Advisors's portfolio in Q2 2026, its #112 holding.
South Shore Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 9 quarters since.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.