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Synergy Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Synergy Investment Management’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 		$116K Buy
3,300
+532
+19% +$17.6K 0.03% 237
2026
Q1 		$80.5K Buy
+2,768
New +$83K 0.03% 223
2025
Q2 		– Sell
-2,178
Closed -$51K – 464
2025
Q1 		$51K Hold
2,178
– – 0.02% 233
2024
Q4 		$56.3K Buy
+2,178
New +$58K 0.02% 223

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

Synergy Investment Management's SCHA Position: Q2 2026 in Review

Synergy Investment Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q2 2026, buying an estimated $17.6K and bringing the position to 3,300 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #237.

Synergy Investment Management first reported a position in SCHA in Q4 2024 and has held it in 4 quarters since. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Synergy Investment Management held 3,300 shares of Schwab U.S Small- Cap ETF worth $116K as of Q2 2026.
  • Synergy Investment Management bought 532 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $17.6K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #237 holding.
  • Synergy Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.