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Advisor OS’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Advisor OS’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 		$2.14M Sell
73,620
-17,896
-20% -$536K 0.16% 98
2025
Q4 		$2.61M Buy
91,516
+29,093
+47% +$822K 0.21% 77
2025
Q3 		$1.74M Sell
62,423
-4,197
-6% -$112K 0.15% 94
2025
Q2 		$1.69M Buy
66,620
+14,649
+28% +$346K 0.17% 90
2025
Q1 		$1.22M Buy
51,971
+5,645
+12% +$144K 0.14% 105
2024
Q4 		$1.2M Buy
46,326
+1,928
+4% +$51.3K 0.14% 105
2024
Q3 		$1.14M Buy
44,398
+86
+0.2% +$2.13K 0.11% 140
2024
Q2 		$1.05M Buy
44,312
+26
+0.1% +$616 0.12% 157
2024
Q1 		$1.09M Buy
44,286
+1,206
+3% +$28.3K 0.13% 153
2023
Q4 		$1.02M Sell
43,080
-34
-0.1% -$717 0.13% 141
2023
Q3 		$893K Buy
43,114
+706
+2% +$15.5K 0.13% 140
2023
Q2 		$929K Buy
42,408
+16,080
+61% +$335K 0.15% 140
2023
Q1 		$552K Hold
26,328
– – 0.13% 160
2022
Q4 		$533K Sell
26,328
-192
-0.7% -$3.94K 0.14% 148
2022
Q3 		$502K Hold
26,520
– – 0.15% 133
2022
Q2 		$517K Buy
26,520
+20
+0.1% +$428 0.15% 141
2022
Q1 		$627K Buy
26,500
+216
+0.8% +$5.1K 0.18% 123
2021
Q4 		$673K Sell
26,284
-4
-0% -$103 0.14% 144
2021
Q3 		$658K Hold
26,288
– – 0.14% 128
2021
Q2 		$684K Hold
26,288
– – 0.14% 115
2021
Q1 		$655K Sell
26,288
-52,636
-67% -$1.29M 0.15% 105
2020
Q4 		$1.47M Buy
+78,924
New +$1.57M 0.39% 33

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

Advisor OS's SCHA Position: Q1 2026 in Review

Advisor OS reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 20% in Q1 2026, selling an estimated $536K and leaving 73,620 shares worth $2.14M. The position accounts for 0.16% of the portfolio, ranked #98.

Advisor OS first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.61M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Advisor OS held 73,620 shares of Schwab U.S Small- Cap ETF worth $2.14M as of Q1 2026.
  • Advisor OS sold 17,896 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $536K.
  • Schwab U.S Small- Cap ETF made up 0.16% of Advisor OS's portfolio in Q1 2026, its #98 holding.
  • Advisor OS first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Advisor OS's Schwab U.S Small- Cap ETF position peaked at $2.61M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.