9FG
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93 Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

93 Financial 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
Q1 		$46.8M Sell
1,608,645
-59,515
-4% -$1.78M 20.86% 3
2025
Q4 		$47.5M Buy
+1,668,160
New +$47.1M 20.69% 3

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return