Transamerica Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Transamerica Financial Advisors’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	$1.52K	Buy	+42	New	+$1.39K	﹤0.01%	1373
2024 Q1	–	Sell	-2	Closed	-$1K	–	681
2023 Q4	$1K	Hold	2	–	–	﹤0.01%	560
2023 Q3	$1K	Sell	2 -730	-100%	-$16K	﹤0.01%	581
2023 Q2	$17K	Hold	732	–	–	﹤0.01%	294
2023 Q1	$16K	Buy	732 +98	+15%	+$2.11K	﹤0.01%	309
2022 Q4	$13K	Buy	634 +632	+31,600%	+$13K	﹤0.01%	315
2022 Q3	$1K	Sell	2 -168	-99%	-$3.51K	﹤0.01%	584
2022 Q2	$4K	Buy	+170	New	+$3.63K	﹤0.01%	353
2019 Q3	–	Sell	-232	Closed	-$5K	–	440
2019 Q2	$5K	Buy	+232	New	+$4.1K	﹤0.01%	344

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

Transamerica Financial Advisors's SCHA Position: Q2 2026 in Review

Transamerica Financial Advisors opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 42 shares worth $1.52K. The stake represents ﹤0.01% of the portfolio and ranks #1373 among its holdings. This is a return to the name: Transamerica Financial Advisors previously reported a position in SCHA as recently as Q4 2023.

Transamerica Financial Advisors first reported a position in SCHA in Q2 2019 and has held it in 9 quarters since. The position peaked at $17K in Q2 2023. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Transamerica Financial Advisors held 42 shares of Schwab U.S Small- Cap ETF worth $1.52K as of Q2 2026.
Schwab U.S Small- Cap ETF was a new Transamerica Financial Advisors position in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1373 holding.
Transamerica Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and has held it in 9 quarters since.
Transamerica Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $17K in Q2 2023.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.