Adero Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Adero Partners’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 Q1	$329K	Buy	14,048 +308	+2%	+$7.85K	0.02%	164
2024 Q4	$355K	Hold	13,740	–	–	0.02%	152
2024 Q3	$354K	Hold	13,740	–	–	0.02%	154
2024 Q2	$326K	Buy	13,740 +3,960	+40%	+$93.9K	0.02%	155
2024 Q1	$241K	Hold	9,780	–	–	0.02%	171
2023 Q4	$231K	Sell	9,780 -54	-0.5%	-$1.14K	0.02%	169
2023 Q3	$204K	Buy	+9,834	New	+$216K	0.02%	167
2020 Q2	–	Sell	-18,368	Closed	-$237K	–	83
2020 Q1	$237K	Sell	18,368 -2,188	-11%	-$37.2K	0.39%	59
2019 Q4	$389K	Buy	+20,556	New	+$372K	0.44%	52

Other funds holding SCHA

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Adero Partners's SCHA Position: Q1 2025 in Review

Adero Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q1 2025, buying an estimated $7.85K and bringing the position to 14,048 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #164.

Adero Partners first reported a position in SCHA in Q4 2019 and has held it in 9 quarters since. The position peaked at $389K in Q4 2019. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

Adero Partners held 14,048 shares of Schwab U.S Small- Cap ETF worth $329K as of Q1 2025.
Adero Partners bought 308 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $7.85K.
Schwab U.S Small- Cap ETF made up 0.02% of Adero Partners's portfolio in Q1 2025, its #164 holding.
Adero Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 9 quarters since.
Adero Partners's Schwab U.S Small- Cap ETF position peaked at $389K in Q4 2019.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.