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William Howard & Co Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

William Howard & Co 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 		$417K Buy
11,547
+32
+0.3% +$1.06K 0.32% 37
2026
Q1 		$335K Buy
11,515
+17
+0.1% +$510 0.29% 37
2025
Q4 		$327K Buy
11,498
+50
+0.4% +$1.41K 0.28% 38
2025
Q3 		$319K Buy
11,448
+37
+0.3% +$989 0.27% 39
2025
Q2 		$289K Buy
11,411
+37
+0.3% +$875 0.25% 43
2025
Q1 		$266K Buy
11,374
+27
+0.2% +$688 0.25% 41
2024
Q4 		$293K Sell
11,347
-113
-1% -$3.01K 0.27% 39
2024
Q3 		$295K Buy
11,460
+76
+0.7% +$1.89K 0.25% 39
2024
Q2 		$270K Hold
11,384
– – 0.25% 37
2024
Q1 		$280K Buy
+11,384
New +$267K 0.26% 35

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

William Howard & Co Financial Advisors's SCHA Position: Q2 2026 in Review

William Howard & Co Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.28% in Q2 2026, buying an estimated $1.06K and bringing the position to 11,547 shares worth $417K. The position accounts for 0.32% of the portfolio, ranked #37.

William Howard & Co Financial Advisors first reported a position in SCHA in Q1 2024 and has held it in 10 quarters since. 1,341 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • William Howard & Co Financial Advisors held 11,547 shares of Schwab U.S Small- Cap ETF worth $417K as of Q2 2026.
  • William Howard & Co Financial Advisors bought 32 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.06K.
  • Schwab U.S Small- Cap ETF made up 0.32% of William Howard & Co Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • William Howard & Co Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,341 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on William Howard & Co Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.