Wealthspire Advisors (New York)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wealthspire Advisors (New York)’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	$11.7M	Sell	324,106 -6,931	-2%	-$229K	0.06%	160
2026 Q1	$9.63M	Sell	331,037 -5,078	-2%	-$152K	0.08%	118
2025 Q4	$9.57M	Sell	336,115 -345,769	-51%	-$9.76M	0.08%	119
2025 Q3	$19M	Buy	681,884 +341,037	+100%	+$9.12M	0.1%	81
2025 Q2	$8.62M	Sell	340,847 -357,341	-51%	-$8.45M	0.05%	132
2025 Q1	$16.4M	Buy	698,188 +350,067	+101%	+$8.92M	0.1%	86
2024 Q4	$9M	Buy	348,121 +59,585	+21%	+$1.59M	0.09%	111
2024 Q3	$7.43M	Buy	288,536 +6,300	+2%	+$156K	0.08%	124
2024 Q2	$6.7M	Sell	282,236 -9,328	-3%	-$221K	0.09%	98
2024 Q1	$7.18M	Sell	291,564 -13,356	-4%	-$313K	0.1%	95
2023 Q4	$7.2M	Sell	304,920 -756	-0.2%	-$15.9K	0.1%	91
2023 Q3	$6.33M	Sell	305,676 -12,530	-4%	-$275K	0.1%	94
2023 Q2	$6.97M	Sell	318,206 -10,572	-3%	-$220K	0.11%	83
2023 Q1	$6.89M	Buy	328,778 +6,144	+2%	+$132K	0.12%	82
2022 Q4	$6.53M	Sell	322,634 -5,134	-2%	-$105K	0.12%	83
2022 Q3	$6.2M	Sell	327,768 -1,468	-0.4%	-$30.7K	0.13%	83
2022 Q2	$6.42M	Buy	329,236 +1,104	+0.3%	+$23.6K	0.13%	76
2022 Q1	$7.77M	Sell	328,132 -1,128	-0.3%	-$26.6K	0.17%	54
2021 Q4	$8.43M	Sell	329,260 -18,524	-5%	-$479K	0.19%	54
2021 Q3	$8.7M	Sell	347,784 -5,776	-2%	-$147K	0.18%	66
2021 Q2	$9.21M	Sell	353,560 -67,292	-16%	-$1.72M	0.24%	49
2021 Q1	$10.5M	Sell	420,852 -58,608	-12%	-$1.44M	0.25%	49
2020 Q4	$10.7M	Buy	+479,460	New	+$9.55M	0.32%	43
2020 Q2	–	Sell	-756,624	Closed	-$9.74M	–	481
2020 Q1	$9.74M	Buy	+756,624	New	+$12.9M	0.41%	35
2019 Q1	–	Sell	-1,924	Closed	-$29K	–	659
2018 Q4	$29K	Buy	+1,924	New	+$32.5K	﹤0.01%	267

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Wealthspire Advisors (New York)'s SCHA Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q2 2026, selling an estimated $229K and leaving 324,106 shares worth $11.7M. The position accounts for 0.06% of the portfolio, ranked #160.

Wealthspire Advisors (New York) first reported a position in SCHA in Q4 2018 and has held it in 25 quarters since. The position peaked at $19M in Q3 2025. 1,353 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Wealthspire Advisors (New York) held 324,106 shares of Schwab U.S Small- Cap ETF worth $11.7M as of Q2 2026.
Wealthspire Advisors (New York) sold 6,931 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $229K.
Schwab U.S Small- Cap ETF made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #160 holding.
Wealthspire Advisors (New York) first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 25 quarters since.
Wealthspire Advisors (New York)'s Schwab U.S Small- Cap ETF position peaked at $19M in Q3 2025.
1,353 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.