Windsor Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Windsor Advisory Group’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	$468K	Sell	12,950 -31,135	-71%	-$1.03M	0.34%	41
2026 Q1	$1.28M	Buy	+44,085	New	+$1.32M	1.07%	22
2025 Q1	–	Sell	-33,069	Closed	-$855K	–	66
2024 Q4	$855K	Buy	+33,069	New	+$880K	0.99%	18

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

Windsor Advisory Group's SCHA Position: Q2 2026 in Review

Windsor Advisory Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 71% in Q2 2026, selling an estimated $1.03M and leaving 12,950 shares worth $468K. The position accounts for 0.34% of the portfolio, ranked #41.

Windsor Advisory Group first reported a position in SCHA in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.28M in Q1 2026. 1,350 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

Windsor Advisory Group held 12,950 shares of Schwab U.S Small- Cap ETF worth $468K as of Q2 2026.
Windsor Advisory Group sold 31,135 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $1.03M.
Schwab U.S Small- Cap ETF made up 0.34% of Windsor Advisory Group's portfolio in Q2 2026, its #41 holding.
Windsor Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 3 quarters since.
Windsor Advisory Group's Schwab U.S Small- Cap ETF position peaked at $1.28M in Q1 2026.
1,350 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Windsor Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.