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

Walkner Condon 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 		$535K Buy
14,806
+2,556
+21% +$84.5K 0.06% 184
2026
Q1 		$356K Buy
12,250
+16
+0.1% +$480 0.05% 219
2025
Q4 		$348K Buy
12,234
+1,234
+11% +$34.8K 0.05% 217
2025
Q3 		$307K Buy
11,000
+149
+1% +$3.98K 0.05% 230
2025
Q2 		$275K Sell
10,851
-11,661
-52% -$276K 0.05% 227
2025
Q1 		$527K Buy
22,512
+194
+0.9% +$4.95K 0.11% 148
2024
Q4 		$577K Sell
22,318
-180
-0.8% -$4.79K 0.12% 144
2024
Q3 		$579K Sell
22,498
-586
-3% -$14.6K 0.12% 137
2024
Q2 		$548K Sell
23,084
-100
-0.4% -$2.37K 0.12% 134
2024
Q1 		$571K Buy
23,184
+140
+0.6% +$3.28K 0.12% 140
2023
Q4 		$544K Buy
23,044
+1,156
+5% +$24.4K 0.12% 140
2023
Q3 		$453K Buy
21,888
+16
+0.1% +$351 0.12% 144
2023
Q2 		$479K Sell
21,872
-3,268
-13% -$68.1K 0.13% 139
2023
Q1 		$527K Buy
25,140
+170
+0.7% +$3.65K 0.15% 125
2022
Q4 		$506K Sell
24,970
-618
-2% -$12.7K 0.15% 123
2022
Q3 		$484K Buy
25,588
+936
+4% +$19.6K 0.16% 119
2022
Q2 		$481K Buy
24,652
+2
+0% +$43 0.15% 122
2022
Q1 		$584K Sell
24,650
-15,854
-39% -$374K 0.17% 113
2021
Q4 		$1.04M Buy
+40,504
New +$1.05M 0.67% 41
2021
Q2 		– Sell
-39,972
Closed -$996K – 177
2021
Q1 		$996K Buy
39,972
+1,060
+3% +$26.1K 0.39% 60
2020
Q4 		$866K Buy
38,912
+11,108
+40% +$221K 0.37% 58
2020
Q3 		$475K Buy
+27,804
New +$479K 0.25% 68

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

Walkner Condon Financial Advisors's SCHA Position: Q2 2026 in Review

Walkner Condon Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 21% in Q2 2026, buying an estimated $84.5K and bringing the position to 14,806 shares worth $535K. The position accounts for 0.06% of the portfolio, ranked #184.

Walkner Condon Financial Advisors first reported a position in SCHA in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.04M in Q4 2021. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Walkner Condon Financial Advisors held 14,806 shares of Schwab U.S Small- Cap ETF worth $535K as of Q2 2026.
  • Walkner Condon Financial Advisors bought 2,556 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $84.5K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #184 holding.
  • Walkner Condon Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 22 quarters since.
  • Walkner Condon Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $1.04M in Q4 2021.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.