Tranquility Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Tranquility Partners’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	$570K	Sell	15,787 -470	-3%	-$15.5K	0.2%	120
2026 Q1	$473K	Sell	16,257 -158	-1%	-$4.74K	0.18%	132
2025 Q4	$467K	Hold	16,415	–	–	0.17%	130
2025 Q3	$458K	Sell	16,415 -432	-3%	-$11.6K	0.15%	146
2025 Q2	$426K	Sell	16,847 -342	-2%	-$8.09K	0.15%	149
2025 Q1	$403K	Sell	17,189 -597	-3%	-$15.2K	0.16%	152
2024 Q4	$460K	Hold	17,786	–	–	0.17%	133
2024 Q3	$458K	Hold	17,786	–	–	0.17%	136
2024 Q2	$422K	Sell	17,786 -146	-0.8%	-$3.46K	0.16%	141
2024 Q1	$441K	Hold	17,932	–	–	0.17%	137
2023 Q4	$424K	Sell	17,932 -836	-4%	-$17.6K	0.18%	129
2023 Q3	$389K	Buy	18,768 +368	+2%	+$8.07K	0.17%	139
2023 Q2	$403K	Sell	18,400 -228	-1%	-$4.75K	0.17%	133
2023 Q1	$391K	Hold	18,628	–	–	0.19%	135
2022 Q4	$377K	Buy	18,628 +1,640	+10%	+$33.6K	0.19%	129
2022 Q3	$321K	Buy	16,988 +2,006	+13%	+$42K	0.18%	128
2022 Q2	$292K	Buy	+14,982	New	+$320K	0.15%	152

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

Tranquility Partners's SCHA Position: Q2 2026 in Review

Tranquility Partners reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.9% in Q2 2026, selling an estimated $15.5K and leaving 15,787 shares worth $570K. The position accounts for 0.2% of the portfolio, ranked #120.

Tranquility Partners first reported a position in SCHA in Q2 2022 and has held it in 17 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Tranquility Partners held 15,787 shares of Schwab U.S Small- Cap ETF worth $570K as of Q2 2026.
Tranquility Partners sold 470 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $15.5K.
Schwab U.S Small- Cap ETF made up 0.2% of Tranquility Partners's portfolio in Q2 2026, its #120 holding.
Tranquility Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 17 quarters since.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.