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

Accelerate 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 Q1	$3.04M	Sell	104,526 -150	-0.1%	-$4.5K	2.03%	10
2025 Q4	$2.98M	Buy	104,676 +4,615	+5%	+$130K	2.01%	10
2025 Q3	$2.79M	Buy	100,061 +8,120	+9%	+$217K	1.9%	12
2025 Q2	$2.33M	Buy	91,941 +5,733	+7%	+$136K	1.73%	12
2025 Q1	$2.02M	Buy	86,208 +1,347	+2%	+$34.3K	1.69%	12
2024 Q4	$2.19M	Buy	84,861 +3,665	+5%	+$97.5K	1.94%	10
2024 Q3	$2.09M	Buy	+81,196	New	+$2.02M	2.04%	10

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

Accelerate Investment Advisors's SCHA Position: Q1 2026 in Review

Accelerate Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.14% in Q1 2026, selling an estimated $4.5K and leaving 104,526 shares worth $3.04M. The position accounts for 2.03% of the portfolio, ranked #10.

Accelerate Investment Advisors first reported a position in SCHA in Q3 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Accelerate Investment Advisors held 104,526 shares of Schwab U.S Small- Cap ETF worth $3.04M as of Q1 2026.
Accelerate Investment Advisors sold 150 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.5K.
Schwab U.S Small- Cap ETF made up 2.03% of Accelerate Investment Advisors's portfolio in Q1 2026, its #10 holding.
Accelerate Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Accelerate Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.