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

Adams 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 		$369K Hold
12,705
– – 0.08% 109
2025
Q4 		$362K Sell
12,705
-8,794
-41% -$248K 0.08% 115
2025
Q3 		$600K Sell
21,499
-144,494
-87% -$3.86M 0.13% 83
2025
Q2 		$4.2M Buy
165,993
+4,001
+2% +$94.6K 0.8% 32
2025
Q1 		$3.8M Buy
161,992
+13,179
+9% +$336K 0.75% 33
2024
Q4 		$3.85M Buy
148,813
+1,523
+1% +$40.5K 0.74% 28
2024
Q3 		$3.79M Buy
147,290
+9,004
+7% +$224K 0.81% 25
2024
Q2 		$3.28M Buy
138,286
+5,508
+4% +$131K 0.76% 26
2024
Q1 		$3.27M Buy
132,778
+2,448
+2% +$57.4K 0.8% 24
2023
Q4 		$3.08M Buy
+130,330
New +$2.75M 0.91% 22
2023
Q3 		– Sell
-222,346
Closed -$4.87M – 102
2023
Q2 		$4.87M Buy
222,346
+18,050
+9% +$376K 1.52% 16
2023
Q1 		$4.28M Buy
204,296
+66,412
+48% +$1.43M 1.38% 16
2022
Q4 		$2.79M Sell
137,884
-25,048
-15% -$513K 0.99% 15
2022
Q3 		$3.08M Sell
162,932
-24,906
-13% -$521K 1.15% 12
2022
Q2 		$3.66M Sell
187,838
-705,798
-79% -$15.1M 1.39% 10
2022
Q1 		$21.2M Buy
893,636
+81,260
+10% +$1.92M 6.93% 3
2021
Q4 		$20.8M Buy
812,376
+60,424
+8% +$1.56M 6.11% 4
2021
Q3 		$18.8M Buy
751,952
+150,876
+25% +$3.83M 7.11% 2
2021
Q2 		$15.7M Buy
601,076
+62,548
+12% +$1.6M 6.68% 3
2021
Q1 		$13.4M Buy
538,528
+117,424
+28% +$2.89M 6.18% 3
2020
Q4 		$9.37M Buy
421,104
+78,532
+23% +$1.56M 5.89% 3
2020
Q3 		$5.85M Sell
342,572
-1,832
-0.5% -$31.5K 4.56% 4
2020
Q2 		$5.63M Buy
344,404
+50,696
+17% +$759K 5.75% 3
2020
Q1 		$3.78M Buy
+293,708
New +$4.99M 4.75% 3

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
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 $666B 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 $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Adams Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 12,705 shares worth $369K. The position accounts for 0.08% of the portfolio, ranked #109.

Adams Wealth Management first reported a position in SCHA in Q1 2020 and has held it in 24 quarters since. The position peaked at $21.2M in Q1 2022. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Adams Wealth Management held 12,705 shares of Schwab U.S Small- Cap ETF worth $369K as of Q1 2026.
  • Adams Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.08% of Adams Wealth Management's portfolio in Q1 2026, its #109 holding.
  • Adams Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 24 quarters since.
  • Adams Wealth Management's Schwab U.S Small- Cap ETF position peaked at $21.2M in Q1 2022.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Adams Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.