Wealthfront Advisers
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Wealthfront Advisers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wealthfront Advisers’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 		$6.57M Buy
181,800
+4,375
+2% +$145K 0.01% 390
2026
Q1 		$5.16M Buy
177,425
+6,240
+4% +$187K 0.01% 412
2025
Q4 		$4.88M Sell
171,185
-6,025
-3% -$170K 0.01% 411
2025
Q3 		$4.94M Buy
177,210
+25,197
+17% +$674K 0.01% 391
2025
Q2 		$3.85M Sell
152,013
-17,997
-11% -$425K 0.01% 428
2025
Q1 		$3.98M Buy
170,010
+29,075
+21% +$741K 0.01% 398
2024
Q4 		$3.64M Buy
140,935
+14,339
+11% +$382K 0.01% 395
2024
Q3 		$3.26M Buy
126,596
+22,166
+21% +$550K 0.01% 394
2024
Q2 		$2.48M Sell
104,430
-5,626
-5% -$133K 0.01% 434
2024
Q1 		$2.71M Buy
110,056
+20,062
+22% +$470K 0.01% 411
2023
Q4 		$2.13M Buy
89,994
+604
+0.7% +$12.7K 0.01% 450
2023
Q3 		$1.85M Sell
89,390
-7,810
-8% -$171K 0.01% 434
2023
Q2 		$2.13M Buy
97,200
+2,448
+3% +$51K 0.01% 403
2023
Q1 		$1.99M Buy
94,752
+4,214
+5% +$90.6K 0.01% 413
2022
Q4 		$1.83M Buy
90,538
+938
+1% +$19.2K 0.01% 424
2022
Q3 		$1.69M Buy
89,600
+27,338
+44% +$572K 0.01% 400
2022
Q2 		$1.21M Buy
62,262
+10,558
+20% +$226K 0.01% 463
2022
Q1 		$1.22M Buy
51,704
+23,572
+84% +$556K 0.01% 496
2021
Q4 		$720K Sell
28,132
-46,968
-63% -$1.22M ﹤0.01% 537
2021
Q3 		$1.88M Buy
75,100
+28,192
+60% +$716K 0.01% 363
2021
Q2 		$1.22M Buy
+46,908
New +$1.2M 0.01% 405

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

Wealthfront Advisers's SCHA Position: Q2 2026 in Review

Wealthfront Advisers increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.5% in Q2 2026, buying an estimated $145K and bringing the position to 181,800 shares worth $6.57M. The position accounts for 0.01% of the portfolio, ranked #390.

Wealthfront Advisers first reported a position in SCHA in Q2 2021 and has held it in 21 quarters since. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wealthfront Advisers held 181,800 shares of Schwab U.S Small- Cap ETF worth $6.57M as of Q2 2026.
  • Wealthfront Advisers bought 4,375 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $145K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #390 holding.
  • Wealthfront Advisers first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.