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

Abich Financial 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
2025
Q3 		$1.62K Buy
+58
New +$1.55K ﹤0.01% 588
2024
Q3 		– Sell
-50
Closed -$1.19K – 764
2024
Q2 		$1.19K Hold
50
– – ﹤0.01% 577
2024
Q1 		$1.23K Hold
50
– – ﹤0.01% 399
2023
Q4 		$1.18K Buy
+50
New +$1.05K ﹤0.01% 368

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Abich Financial Wealth Management's SCHA Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q3 2025: 58 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #588 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in SCHA as recently as Q2 2024.

Abich Financial Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 4 quarters since. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Abich Financial Wealth Management held 58 shares of Schwab U.S Small- Cap ETF worth $1.62K as of Q3 2025.
  • Schwab U.S Small- Cap ETF was a new Abich Financial Wealth Management position in Q3 2025.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #588 holding.
  • Abich Financial Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 4 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.