Aberdeen Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Aberdeen Wealth Management’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	$11.6K	Hold	400	–	–	0.01%	172
2025 Q4	$11.4K	Hold	400	–	–	0.01%	171
2025 Q3	$11.2K	Hold	400	–	–	0.01%	159
2025 Q2	$10.1K	Hold	400	–	–	0.01%	160
2025 Q1	$9.37K	Hold	400	–	–	0.01%	155
2024 Q4	$10.3K	Hold	400	–	–	0.01%	161
2024 Q3	$10.3K	Hold	400	–	–	0.01%	164
2024 Q2	$9.49K	Hold	400	–	–	0.01%	166
2024 Q1	$9.85K	Hold	400	–	–	0.01%	170
2023 Q4	$9.45K	Hold	400	–	–	0.01%	159
2023 Q3	$8.28K	Hold	400	–	–	0.01%	158
2023 Q2	$8.76K	Hold	400	–	–	0.01%	157
2023 Q1	$8.39K	Hold	400	–	–	0.01%	163
2022 Q4	$8.1K	Hold	400	–	–	0.01%	166
2022 Q3	$8K	Hold	400	–	–	0.01%	155
2022 Q2	$8K	Hold	400	–	–	0.01%	161
2022 Q1	$9K	Hold	400	–	–	0.01%	165
2021 Q4	$10K	Buy	+400	New	+$10.3K	0.01%	158
2021 Q2	–	Sell	-400	Closed	-$10K	–	146
2021 Q1	$10K	Hold	400	–	–	0.01%	144
2020 Q4	$9K	Buy	+400	New	+$7.96K	0.01%	152

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Aberdeen Wealth Management's SCHA Position: Q1 2026 in Review

Aberdeen Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 400 shares worth $11.6K. The position accounts for 0.01% of the portfolio, ranked #172.

Aberdeen Wealth Management first reported a position in SCHA in Q4 2020 and has held it in 20 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Aberdeen Wealth Management held 400 shares of Schwab U.S Small- Cap ETF worth $11.6K as of Q1 2026.
Aberdeen Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Aberdeen Wealth Management's portfolio in Q1 2026, its #172 holding.
Aberdeen Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 20 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.