Westco Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Westco Advisory Services’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	$277K	Hold	7,667	–	–	0.17%	82
2026 Q1	$223K	Buy	7,667 +49	+0.6%	+$1.47K	0.14%	93
2025 Q4	$217K	Buy	+7,618	New	+$215K	0.13%	88

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

Westco Advisory Services's SCHA Position: Q2 2026 in Review

Westco Advisory Services held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q2 2026 at 7,667 shares worth $277K. The position accounts for 0.17% of the portfolio, ranked #82.

Westco Advisory Services first reported a position in SCHA in Q4 2025 and has held it in 3 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Westco Advisory Services held 7,667 shares of Schwab U.S Small- Cap ETF worth $277K as of Q2 2026.
Westco Advisory Services left its Schwab U.S Small- Cap ETF share count unchanged in Q2 2026.
Schwab U.S Small- Cap ETF made up 0.17% of Westco Advisory Services's portfolio in Q2 2026, its #82 holding.
Westco Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Westco Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.