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Westbourne Investments’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Westbourne Investments’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 		$237K Buy
+6,560
New +$217K 0.1% 129
2025
Q1 		– Sell
-9,580
Closed -$248K – 152
2024
Q4 		$248K Buy
+9,580
New +$255K 0.15% 107

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

Westbourne Investments's SCHA Position: Q2 2026 in Review

Westbourne Investments opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q2 2026: 6,560 shares worth $237K. The stake represents 0.1% of the portfolio and ranks #129 among its holdings. This is a return to the name: Westbourne Investments previously reported a position in SCHA as recently as Q4 2024.

Westbourne Investments first reported a position in SCHA in Q4 2024 and has held it in 2 quarters since. The position peaked at $248K in Q4 2024. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Westbourne Investments held 6,560 shares of Schwab U.S Small- Cap ETF worth $237K as of Q2 2026.
  • Schwab U.S Small- Cap ETF was a new Westbourne Investments position in Q2 2026.
  • Schwab U.S Small- Cap ETF made up 0.1% of Westbourne Investments's portfolio in Q2 2026, its #129 holding.
  • Westbourne Investments first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 2 quarters since.
  • Westbourne Investments's Schwab U.S Small- Cap ETF position peaked at $248K in Q4 2024.
  • 1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.