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

Visionary Wealth 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 		$23M Sell
635,327
-151,237
-19% -$5M 0.91% 21
2026
Q1 		$22.9M Buy
786,564
+62,561
+9% +$1.88M 1.01% 16
2025
Q4 		$20.6M Buy
724,003
+12,867
+2% +$363K 0.93% 19
2025
Q3 		$19.8M Sell
711,136
-16,168
-2% -$432K 0.93% 22
2025
Q2 		$18.4M Buy
727,304
+111,517
+18% +$2.64M 0.94% 21
2025
Q1 		$14.4M Sell
615,787
-5,873
-0.9% -$150K 0.87% 21
2024
Q4 		$16.1M Sell
621,660
-71,448
-10% -$1.9M 0.94% 18
2024
Q3 		$17.8M Sell
693,108
-30,384
-4% -$754K 1.09% 14
2024
Q2 		$17.2M Sell
723,492
-66,454
-8% -$1.58M 1.12% 16
2024
Q1 		$19.4M Sell
789,946
-262,078
-25% -$6.14M 1.31% 13
2023
Q4 		$24.8M Sell
1,052,024
-1,950
-0.2% -$41.1K 1.83% 7
2023
Q3 		$21.8M Sell
1,053,974
-71,430
-6% -$1.57M 1.77% 8
2023
Q2 		$24.6M Sell
1,125,404
-89,016
-7% -$1.86M 1.97% 7
2023
Q1 		$25.5M Buy
1,214,420
+12,568
+1% +$270K 2.16% 6
2022
Q4 		$24.3M Sell
1,201,852
-34,038
-3% -$698K 2.25% 5
2022
Q3 		$23.4M Buy
1,235,890
+45,362
+4% +$949K 2.43% 6
2022
Q2 		$23.2M Buy
1,190,528
+51,640
+5% +$1.1M 2.08% 8
2022
Q1 		$27M Buy
1,138,888
+234,032
+26% +$5.52M 2.17% 9
2021
Q4 		$23.2M Buy
904,856
+31,664
+4% +$819K 1.9% 10
2021
Q3 		$21.9M Buy
873,192
+170,684
+24% +$4.33M 2.25% 7
2021
Q2 		$18.3M Buy
702,508
+18,400
+3% +$470K 1.84% 12
2021
Q1 		$17M Sell
684,108
-19,324
-3% -$475K 1.79% 14
2020
Q4 		$15.7M Sell
703,432
-9,616
-1% -$191K 1.76% 14
2020
Q3 		$12.2M Sell
713,048
-21,648
-3% -$373K 1.72% 15
2020
Q2 		$12M Buy
734,696
+58,848
+9% +$881K 1.83% 14
2020
Q1 		$8.71M Buy
675,848
+25,780
+4% +$438K 1.64% 16
2019
Q4 		$12.3M Buy
+650,068
New +$11.8M 2.2% 10

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

Visionary Wealth Advisors's SCHA Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q2 2026, selling an estimated $5M and leaving 635,327 shares worth $23M. The position accounts for 0.91% of the portfolio, ranked #21.

Visionary Wealth Advisors first reported a position in SCHA in Q4 2019 and has held it in 27 quarters since. The position peaked at $27M in Q1 2022. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Visionary Wealth Advisors held 635,327 shares of Schwab U.S Small- Cap ETF worth $23M as of Q2 2026.
  • Visionary Wealth Advisors sold 151,237 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $5M.
  • Schwab U.S Small- Cap ETF made up 0.91% of Visionary Wealth Advisors's portfolio in Q2 2026, its #21 holding.
  • Visionary Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 27 quarters since.
  • Visionary Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $27M in Q1 2022.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.