Trifecta Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Trifecta Capital 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	$11.8K	Hold	326	–	–	﹤0.01%	251
2026 Q1	$9.49K	Hold	326	–	–	﹤0.01%	232
2025 Q4	$9.3K	Hold	326	–	–	﹤0.01%	228
2025 Q3	$9.11K	Hold	326	–	–	﹤0.01%	243
2025 Q2	$8.26K	Hold	326	–	–	﹤0.01%	245
2025 Q1	$7.65K	Hold	326	–	–	﹤0.01%	224
2024 Q4	$8.44K	Hold	326	–	–	﹤0.01%	217
2024 Q3	$8.42K	Hold	326	–	–	﹤0.01%	224
2024 Q2	$7.75K	Hold	326	–	–	﹤0.01%	228
2024 Q1	$8.05K	Buy	326 +200	+159%	+$4.68K	﹤0.01%	213
2023 Q4	$3K	Hold	126	–	–	﹤0.01%	285
2023 Q3	$2.63K	Hold	126	–	–	﹤0.01%	280
2023 Q2	$2.78K	Hold	126	–	–	﹤0.01%	268
2023 Q1	$2.66K	Sell	126 -116	-48%	-$2.49K	﹤0.01%	273
2022 Q4	$4.92K	Buy	+242	New	+$4.96K	﹤0.01%	221

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

Trifecta Capital Advisors's SCHA Position: Q2 2026 in Review

Trifecta Capital Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 326 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #251.

Trifecta Capital Advisors first reported a position in SCHA in Q4 2022 and has held it in 15 quarters since. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Trifecta Capital Advisors held 326 shares of Schwab U.S Small- Cap ETF worth $11.8K as of Q2 2026.
Trifecta Capital Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q2 2026, its #251 holding.
Trifecta Capital Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 15 quarters since.
1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.