Stokes Family Office’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Stokes Family Office’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	$259K	Sell	7,176 -2,095	-23%	-$69.2K	0.03%	242
2026 Q1	$270K	Hold	9,271	–	–	0.03%	242
2025 Q4	$264K	Sell	9,271 -725	-7%	-$20.5K	0.02%	265
2025 Q3	$279K	Hold	9,996	–	–	0.03%	223
2025 Q2	$253K	Hold	9,996	–	–	0.03%	209
2025 Q1	$234K	Hold	9,996	–	–	0.03%	214
2024 Q4	$258K	Buy	9,996 +116	+1%	+$3.09K	0.03%	204
2024 Q3	$254K	Buy	+9,880	New	+$245K	0.03%	201
2022 Q4	–	Sell	-25,316	Closed	-$478K	–	293
2022 Q3	$478K	Buy	25,316 +72	+0.3%	+$1.51K	0.07%	160
2022 Q2	$492K	Sell	25,244 -9,634	-28%	-$206K	0.07%	165
2022 Q1	$826K	Buy	+34,878	New	+$823K	0.11%	119

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

Stokes Family Office's SCHA Position: Q2 2026 in Review

Stokes Family Office reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 23% in Q2 2026, selling an estimated $69.2K and leaving 7,176 shares worth $259K. The position accounts for 0.03% of the portfolio, ranked #242.

Stokes Family Office first reported a position in SCHA in Q1 2022 and has held it in 11 quarters since. The position peaked at $826K in Q1 2022. 1,352 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Stokes Family Office held 7,176 shares of Schwab U.S Small- Cap ETF worth $259K as of Q2 2026.
Stokes Family Office sold 2,095 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $69.2K.
Schwab U.S Small- Cap ETF made up 0.03% of Stokes Family Office's portfolio in Q2 2026, its #242 holding.
Stokes Family Office first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 11 quarters since.
Stokes Family Office's Schwab U.S Small- Cap ETF position peaked at $826K in Q1 2022.
1,352 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.