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

AE 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 		$1.23M Buy
42,367
+4,698
+12% +$141K 0.01% 791
2025
Q4 		$1.07M Buy
37,669
+3,817
+11% +$108K 0.01% 779
2025
Q3 		$944K Buy
33,852
+4,234
+14% +$113K 0.01% 766
2025
Q2 		$749K Buy
29,618
+7,340
+33% +$174K 0.01% 797
2025
Q1 		$522K Sell
22,278
-1,813
-8% -$46.2K ﹤0.01% 910
2024
Q4 		$623K Buy
24,091
+1,071
+5% +$28.5K 0.01% 838
2024
Q3 		$593K Sell
23,020
-1,518
-6% -$37.7K 0.01% 838
2024
Q2 		$582K Buy
24,538
+3,920
+19% +$92.9K 0.01% 845
2024
Q1 		$508K Sell
20,618
-480,312
-96% -$11.3M 0.01% 819
2023
Q4 		$11.6M Buy
500,930
+32,984
+7% +$695K 0.06% 363
2023
Q3 		$9.69M Buy
467,946
+66,232
+16% +$1.45M 0.06% 387
2023
Q2 		$8.8M Buy
401,714
+18,320
+5% +$382K 0.05% 394
2023
Q1 		$8.04M Sell
383,394
-75,686
-16% -$1.63M 0.05% 395
2022
Q4 		$9.3M Buy
459,080
+45,522
+11% +$933K 0.07% 339
2022
Q3 		$7.82M Sell
413,558
-14,848
-3% -$311K 0.06% 333
2022
Q2 		$8.35M Sell
428,406
-141,310
-25% -$3.02M 0.07% 308
2022
Q1 		$13.5M Buy
569,716
+35,384
+7% +$835K 0.09% 227
2021
Q4 		$13.7M Buy
534,332
+237,264
+80% +$6.14M 0.1% 210
2021
Q3 		$7.43M Sell
297,068
-52,640
-15% -$1.34M 0.06% 289
2021
Q2 		$9.11M Buy
349,708
+194,512
+125% +$4.97M 0.08% 240
2021
Q1 		$3.87M Buy
155,196
+116,564
+302% +$2.87M 0.04% 374
2020
Q4 		$860K Buy
38,632
+6,016
+18% +$120K 0.01% 760
2020
Q3 		$557K Buy
32,616
+9,060
+38% +$156K 0.01% 848
2020
Q2 		$385K Buy
+23,556
New +$353K 0.01% 954
2020
Q1 		– Sell
-16,272
Closed -$308K – 1258
2019
Q4 		$308K Sell
16,272
-1,984
-11% -$35.9K 0.01% 891
2019
Q3 		$318K Buy
18,256
+6,340
+53% +$112K 0.01% 765
2019
Q2 		$213K Buy
+11,916
New +$211K 0.01% 879
2019
Q1 		– Sell
-14,012
Closed -$213K – 665
2018
Q4 		$213K Buy
+14,012
New +$237K 0.04% 431

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

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

AE Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q1 2026, buying an estimated $141K and bringing the position to 42,367 shares worth $1.23M. The position accounts for 0.01% of the portfolio, ranked #791.

AE Wealth Management first reported a position in SCHA in Q4 2018 and has held it in 28 quarters since. The position peaked at $13.7M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • AE Wealth Management held 42,367 shares of Schwab U.S Small- Cap ETF worth $1.23M as of Q1 2026.
  • AE Wealth Management bought 4,698 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $141K.
  • Schwab U.S Small- Cap ETF made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #791 holding.
  • AE Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • AE Wealth Management's Schwab U.S Small- Cap ETF position peaked at $13.7M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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