AHL Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

AHL Investment 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 Q3	$507K	Hold	18,164	–	–	0.35%	48
2025 Q2	$460K	Hold	18,164	–	–	0.31%	48
2025 Q1	$426K	Buy	+18,164	New	+$463K	0.29%	51
2022 Q4	–	Sell	-11,034	Closed	-$209K	–	64
2022 Q3	$209K	Buy	11,034 +28	+0.3%	+$586	0.22%	54
2022 Q2	$215K	Sell	11,006 -60	-0.5%	-$1.28K	0.22%	55
2022 Q1	$262K	Sell	11,066 -2	-0%	-$47	0.24%	54
2021 Q4	$283K	Buy	+11,068	New	+$286K	0.26%	58

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

AHL Investment Management's SCHA Position: Q3 2025 in Review

AHL Investment Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2025 at 18,164 shares worth $507K. The position accounts for 0.35% of the portfolio, ranked #48.

AHL Investment Management first reported a position in SCHA in Q4 2021 and has held it in 7 quarters since. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

AHL Investment Management held 18,164 shares of Schwab U.S Small- Cap ETF worth $507K as of Q3 2025.
AHL Investment Management left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2025.
Schwab U.S Small- Cap ETF made up 0.35% of AHL Investment Management's portfolio in Q3 2025, its #48 holding.
AHL Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 7 quarters since.
1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on AHL Investment Management's 13F filing for Q3 2025, filed 2 Oct 2025.