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

Unify 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 		$273K Hold
7,561
– – 0.25% 75
2026
Q1 		$220K Hold
7,561
– – 0.23% 83
2025
Q4 		$215K Buy
+7,561
New +$214K 0.22% 86

Other funds holding SCHA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
KBFS
Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return
TCM
TruNorth Capital Management Kalamazoo, Michigan $623M AUM 18.62% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

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

Unify Financial Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,561 shares worth $273K. The position accounts for 0.25% of the portfolio, ranked #75.

Unify Financial Advisors first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Unify Financial Advisors held 7,561 shares of Schwab U.S Small- Cap ETF worth $273K as of Q2 2026.
  • Unify Financial Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.25% of Unify Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Unify Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Unify Financial Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.