Sowell Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Sowell Financial Services’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	$401K	Buy	11,094 +2,100	+23%	+$69.4K	0.01%	744
2026 Q1	$262K	Buy	8,994 +1,289	+17%	+$38.6K	0.01%	887
2025 Q4	$219K	Buy	+7,705	New	+$218K	0.01%	985
2021 Q2	–	Sell	-8,436	Closed	-$214K	–	2306
2021 Q1	$214K	Sell	8,436 -2,176	-21%	-$53.5K	0.01%	1019
2020 Q4	$236K	Sell	10,612 -120	-1%	-$2.39K	0.01%	781
2020 Q3	$183K	Buy	10,732 +372	+4%	+$6.4K	0.01%	760
2020 Q2	$169K	Sell	10,360 -2,620	-20%	-$39.2K	0.01%	785
2020 Q1	$167K	Buy	12,980 +7,524	+138%	+$128K	0.01%	701
2019 Q4	$103K	Sell	5,456 -4,924	-47%	-$89.1K	0.01%	911
2019 Q3	$181K	Buy	+10,380	New	+$183K	0.02%	674
2019 Q1	$3.28M	Buy	187,712 +412	+0.2%	+$7.05K	0.37%	60
2018 Q4	$2.84M	Buy	+187,300	New	+$3.16M	0.4%	55

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

Sowell Financial Services's SCHA Position: Q2 2026 in Review

Sowell Financial Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 23% in Q2 2026, buying an estimated $69.4K and bringing the position to 11,094 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #744.

Sowell Financial Services first reported a position in SCHA in Q4 2018 and has held it in 12 quarters since. The position peaked at $3.28M in Q1 2019. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Sowell Financial Services held 11,094 shares of Schwab U.S Small- Cap ETF worth $401K as of Q2 2026.
Sowell Financial Services bought 2,100 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $69.4K.
Schwab U.S Small- Cap ETF made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #744 holding.
Sowell Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 12 quarters since.
Sowell Financial Services's Schwab U.S Small- Cap ETF position peaked at $3.28M in Q1 2019.
1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.