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Spartan Wealth Advisory Services LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$1.9M Buy
52,705
+1,900
+4% +$62.8K 0.16% 122
2026
Q1 		$1.48M Buy
+50,805
New +$1.52M 0.13% 131

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
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's SCHA Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.7% in Q2 2026, buying an estimated $62.8K and bringing the position to 52,705 shares worth $1.9M. The position accounts for 0.16% of the portfolio, ranked #122.

Spartan Wealth Advisory Services LLC first reported a position in SCHA in Q1 2026 and has held it in 2 quarters since. 1,308 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 52,705 shares of Schwab U.S Small- Cap ETF worth $1.9M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 1,900 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $62.8K.
  • Schwab U.S Small- Cap ETF made up 0.16% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #122 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Schwab U.S Small- Cap ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,308 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.