WAG
SCHA icon

Wiser Advisor Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Wiser Advisor 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 		$1.78M Sell
49,261
-303
-0.6% -$10K 1.95% 21
2026
Q1 		$1.44M Buy
49,564
+9,443
+24% +$283K 1.74% 24
2025
Q4 		$1.14M Sell
40,121
-730
-2% -$20.6K 1.31% 29
2025
Q3 		$1.14M Buy
40,851
+81
+0.2% +$2.17K 1.42% 27
2025
Q2 		$1.03M Buy
40,770
+34
+0.1% +$804 1.79% 23
2025
Q1 		$954K Sell
40,736
-1,396
-3% -$35.6K 1.41% 25
2024
Q4 		$1.09M Buy
42,132
+202
+0.5% +$5.38K 1.58% 24
2024
Q3 		$1.08M Buy
41,930
+206
+0.5% +$5.12K 1.61% 23
2024
Q2 		$990K Sell
41,724
-608
-1% -$14.4K 1.56% 23
2024
Q1 		$1.04M Sell
42,332
-280
-0.7% -$6.56K 1.63% 23
2023
Q4 		$1.01M Buy
+42,612
New +$898K 1.67% 22

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

Wiser Advisor Group's SCHA Position: Q2 2026 in Review

Wiser Advisor Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.61% in Q2 2026, selling an estimated $10K and leaving 49,261 shares worth $1.78M. The position accounts for 1.95% of the portfolio, ranked #21.

Wiser Advisor Group first reported a position in SCHA in Q4 2023 and has held it in 11 quarters since. 1,349 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • Wiser Advisor Group held 49,261 shares of Schwab U.S Small- Cap ETF worth $1.78M as of Q2 2026.
  • Wiser Advisor Group sold 303 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $10K.
  • Schwab U.S Small- Cap ETF made up 1.95% of Wiser Advisor Group's portfolio in Q2 2026, its #21 holding.
  • Wiser Advisor Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,349 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.