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Advisors Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Advisors Capital 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
Q1 		– Sell
-324,047
Closed -$8.38M – 528
2024
Q4 		$8.38M Buy
324,047
+39,465
+14% +$1.05M 0.13% 155
2024
Q3 		$7.33M Sell
284,582
-30,802
-10% -$765K 0.12% 162
2024
Q2 		$7.48M Buy
315,384
+67,568
+27% +$1.6M 0.13% 157
2024
Q1 		$6.1M Buy
247,816
+64,368
+35% +$1.51M 0.11% 167
2023
Q4 		$4.33M Buy
183,448
+40,922
+29% +$863K 0.09% 189
2023
Q3 		$2.95M Buy
142,526
+32,234
+29% +$707K 0.07% 192
2023
Q2 		$2.42M Buy
110,292
+34,848
+46% +$726K 0.06% 207
2023
Q1 		$1.58M Sell
75,444
-968
-1% -$20.8K 0.04% 223
2022
Q4 		$1.55M Buy
76,412
+33,782
+79% +$692K 0.04% 225
2022
Q3 		$908K Buy
42,630
+31,188
+273% +$652K 0.02% 263
2022
Q2 		$223K Buy
+11,442
New +$245K 0.01% 404

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisors Capital Management's SCHA Position: Q1 2025 in Review

Advisors Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 324,047 shares — an estimated $8.38M sold.

Advisors Capital Management first reported a position in SCHA in Q2 2022 and held it in 11 quarters. The position peaked at $8.38M in Q4 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Advisors Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Advisors Capital Management sold 324,047 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $8.38M.
  • Advisors Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 11 quarters.
  • Advisors Capital Management's Schwab U.S Small- Cap ETF position peaked at $8.38M in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Advisors Capital Management's 13F filing for Q1 2025, filed 27 May 2025.