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Sovereign Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sovereign Financial Group’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 		$735K Sell
20,343
-1,319
-6% -$43.6K 0.11% 167
2026
Q1 		$630K Buy
21,662
+1,075
+5% +$32.2K 0.11% 171
2025
Q4 		$586K Buy
20,587
+389
+2% +$11K 0.1% 172
2025
Q3 		$564K Sell
20,198
-950
-4% -$25.4K 0.11% 169
2025
Q2 		$535K Buy
21,148
+3,785
+22% +$89.5K 0.11% 167
2025
Q1 		$407K Buy
17,363
+96
+0.6% +$2.45K 0.09% 188
2024
Q4 		$447K Buy
17,267
+1,023
+6% +$27.2K 0.1% 182
2024
Q3 		$418K Buy
16,244
+428
+3% +$10.6K 0.1% 187
2024
Q2 		$375K Buy
15,816
+278
+2% +$6.59K 0.09% 189
2024
Q1 		$383K Buy
15,538
+892
+6% +$20.9K 0.1% 182
2023
Q4 		$346K Sell
14,646
-1,404
-9% -$29.6K 0.11% 174
2023
Q3 		$332K Sell
16,050
-1,318
-8% -$28.9K 0.12% 165
2023
Q2 		$380K Sell
17,368
-178
-1% -$3.71K 0.12% 160
2023
Q1 		$368K Sell
17,546
-2,342
-12% -$50.3K 0.14% 151
2022
Q4 		$403K Buy
19,888
+4,690
+31% +$96.1K 0.16% 142
2022
Q3 		$287K Sell
15,198
-346
-2% -$7.24K 0.12% 157
2022
Q2 		$303K Buy
15,544
+724
+5% +$15.5K 0.12% 155
2022
Q1 		$351K Sell
14,820
-220
-1% -$5.19K 0.13% 156
2021
Q4 		$385K Sell
15,040
-68
-0.5% -$1.76K 0.15% 134
2021
Q3 		$378K Buy
15,108
+184
+1% +$4.67K 0.22% 104
2021
Q2 		$372K Hold
14,924
– – 0.23% 94
2021
Q1 		$372K Buy
14,924
+1,772
+13% +$43.6K 0.23% 92
2020
Q4 		$293K Buy
+13,152
New +$262K 0.21% 96

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

Sovereign Financial Group's SCHA Position: Q2 2026 in Review

Sovereign Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.1% in Q2 2026, selling an estimated $43.6K and leaving 20,343 shares worth $735K. The position accounts for 0.11% of the portfolio, ranked #167.

Sovereign Financial Group first reported a position in SCHA in Q4 2020 and has held it in 23 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Sovereign Financial Group held 20,343 shares of Schwab U.S Small- Cap ETF worth $735K as of Q2 2026.
  • Sovereign Financial Group sold 1,319 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $43.6K.
  • Schwab U.S Small- Cap ETF made up 0.11% of Sovereign Financial Group's portfolio in Q2 2026, its #167 holding.
  • Sovereign Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.