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

VestGen 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 		$261K Sell
7,231
-5,484
-43% -$181K 0.01% 909
2026
Q1 		$421K Buy
12,715
+757
+6% +$22.7K 0.01% 717
2025
Q4 		$341K Buy
11,958
+2,685
+29% +$75.8K 0.01% 569
2025
Q3 		$259K Buy
+9,273
New +$248K 0.01% 623

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

VestGen Advisors's SCHA Position: Q2 2026 in Review

VestGen Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 43% in Q2 2026, selling an estimated $181K and leaving 7,231 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #909.

VestGen Advisors first reported a position in SCHA in Q3 2025 and has held it in 4 quarters since. The position peaked at $421K in Q1 2026. 1,345 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • VestGen Advisors held 7,231 shares of Schwab U.S Small- Cap ETF worth $261K as of Q2 2026.
  • VestGen Advisors sold 5,484 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $181K.
  • Schwab U.S Small- Cap ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #909 holding.
  • VestGen Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Schwab U.S Small- Cap ETF position peaked at $421K in Q1 2026.
  • 1,345 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.