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World Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

World Investment 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 		$4.37M Sell
148,937
-124
-0.1% -$4.1K 0.07% 292
2026
Q1 		$4.33M Buy
149,061
+39,375
+36% +$1.18M 0.07% 295
2025
Q4 		$3.12M Buy
109,686
+49,727
+83% +$1.4M 0.05% 363
2025
Q3 		$1.67M Sell
59,959
-7,659
-11% -$205K 0.03% 448
2025
Q2 		$1.71M Buy
67,618
+38,886
+135% +$919K 0.04% 403
2025
Q1 		$673K Sell
28,732
-7,589
-21% -$193K 0.02% 605
2024
Q4 		$939K Sell
36,321
-1,011
-3% -$26.9K 0.03% 487
2024
Q3 		$961K Buy
37,332
+6,294
+20% +$156K 0.03% 437
2024
Q2 		$736K Sell
31,038
-1,066
-3% -$25.3K 0.05% 338
2024
Q1 		$790K Buy
32,104
+19,884
+163% +$466K 0.11% 165
2023
Q4 		$289K Sell
12,220
-1,610
-12% -$33.9K 0.04% 315
2023
Q3 		$286K Sell
13,830
-316
-2% -$6.93K 0.06% 207
2023
Q2 		$310K Sell
14,146
-8,634
-38% -$180K 0.06% 197
2023
Q1 		$478K Buy
22,780
+208
+0.9% +$4.47K 0.1% 137
2022
Q4 		$457K Sell
22,572
-3,350
-13% -$68.7K 0.1% 138
2022
Q3 		$490K Buy
25,922
+52
+0.2% +$1.09K 0.12% 132
2022
Q2 		$563K Buy
25,870
+10,142
+64% +$217K 0.12% 134
2022
Q1 		$372K Sell
15,728
-4
-0% -$94 0.08% 176
2021
Q4 		$373K Buy
15,732
+124
+0.8% +$3.21K 0.08% 176
2021
Q3 		$391K Sell
15,608
-2,620
-14% -$66.5K 0.09% 158
2021
Q2 		$475K Buy
18,228
+2,280
+14% +$58.3K 0.11% 128
2021
Q1 		$392K Buy
15,948
+3,740
+31% +$92K 0.09% 145
2020
Q4 		$311K Buy
12,208
+8
+0.1% +$159 0.08% 158
2020
Q3 		$208K Sell
12,200
-276
-2% -$4.75K 0.07% 154
2020
Q2 		$223K Buy
+12,476
New +$187K 0.08% 145
2020
Q1 		– Sell
-10,796
Closed -$204K – 170
2019
Q4 		$204K Buy
+10,796
New +$195K 0.08% 147
2019
Q1 		– Sell
-18,740
Closed -$327K – 154
2018
Q4 		$327K Buy
+18,740
New +$317K 0.15% 96

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

World Investment Advisors's SCHA Position: Q2 2026 in Review

World Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.08% in Q2 2026, selling an estimated $4.1K and leaving 148,937 shares worth $4.37M. The position accounts for 0.07% of the portfolio, ranked #292.

World Investment Advisors first reported a position in SCHA in Q4 2018 and has held it in 27 quarters since. 1,342 funds tracked by Wall St. Rank hold SCHA as of Q2 2026.

  • World Investment Advisors held 148,937 shares of Schwab U.S Small- Cap ETF worth $4.37M as of Q2 2026.
  • World Investment Advisors sold 124 Schwab U.S Small- Cap ETF shares in Q2 2026, an estimated $4.1K.
  • Schwab U.S Small- Cap ETF made up 0.07% of World Investment Advisors's portfolio in Q2 2026, its #292 holding.
  • World Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 27 quarters since.
  • 1,342 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.