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 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 $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

South Shore Capital Advisors's SCHA Position: Q1 2026 in Review

South Shore Capital Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 8,283 shares worth $241K. The stake represents 0.18% of the portfolio and ranks #127 among its holdings. This is a return to the name: South Shore Capital Advisors previously reported a position in SCHA as recently as Q3 2022.

South Shore Capital Advisors first reported a position in SCHA in Q1 2021 and has held it in 8 quarters since. The position peaked at $283K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

South Shore Capital Advisors held 8,283 shares of Schwab U.S Small- Cap ETF worth $241K as of Q1 2026.
Schwab U.S Small- Cap ETF was a new South Shore Capital Advisors position in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.18% of South Shore Capital Advisors's portfolio in Q1 2026, its #127 holding.
South Shore Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 8 quarters since.
South Shore Capital Advisors's Schwab U.S Small- Cap ETF position peaked at $283K in Q4 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.