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

Almanack Investment 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 		– Sell
-21,968
Closed -$568K – 186
2024
Q4 		$568K Sell
21,968
-2,788
-11% -$74.2K 0.09% 102
2024
Q3 		$637K Buy
24,756
+520
+2% +$12.9K 0.1% 98
2024
Q2 		$575K Sell
24,236
-19,646
-45% -$466K 0.1% 100
2024
Q1 		$1.08M Sell
43,882
-375,938
-90% -$8.81M 0.18% 70
2023
Q4 		$9.92M Buy
+419,820
New +$8.85M 1.84% 11
2022
Q1 		– Sell
-27,428
Closed -$702K – 522
2021
Q4 		$702K Buy
27,428
+4,512
+20% +$117K 0.06% 202
2021
Q3 		$573K Buy
+22,916
New +$582K 0.05% 233
2021
Q2 		– Sell
-9,360
Closed -$233K – 474
2021
Q1 		$233K Sell
9,360
-9,108
-49% -$224K 0.02% 370
2020
Q4 		$411K Buy
18,468
+424
+2% +$8.44K 0.05% 247
2020
Q3 		$354K Sell
18,044
-61,460
-77% -$1.06M 0.04% 273
2020
Q2 		$1.3M Sell
79,504
-305,820
-79% -$4.58M 0.23% 53
2020
Q1 		$4.96M Buy
385,324
+252,484
+190% +$4.29M 1.07% 17
2019
Q4 		$2.51M Buy
132,840
+107,180
+418% +$1.94M 0.48% 40
2019
Q3 		$447K Buy
25,660
+5,596
+28% +$98.8K 0.09% 125
2019
Q2 		$360K Sell
20,064
-1,184
-6% -$20.9K 0.08% 120
2019
Q1 		$371K Buy
21,248
+1,528
+8% +$26.1K 0.11% 88
2018
Q4 		$299K Sell
19,720
-521,792
-96% -$8.82M 0.09% 113
2018
Q3 		$9.63M Buy
541,512
+123,352
+29% +$2.35M 2.54% 8
2018
Q2 		$7.69M Sell
418,160
-46,668
-10% -$844K 3.46% 11
2018
Q1 		$8.02M Buy
464,828
+51,236
+12% +$903K 3.08% 14
2017
Q4 		$7.27M Buy
413,592
+55,084
+15% +$943K 2.87% 13
2017
Q3 		$6.04M Buy
358,508
+257,260
+254% +$4.14M 2.93% 12
2017
Q2 		$1.62M Buy
101,248
+71,232
+237% +$1.13M 0.9% 35
2017
Q1 		$473K Buy
+30,016
New +$470K 0.35% 47

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

Almanack Investment Partners's SCHA Position: Q1 2025 in Review

Almanack Investment Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 21,968 shares — an estimated $568K sold.

Almanack Investment Partners first reported a position in SCHA in Q1 2017 and held it in 24 quarters. The position peaked at $9.92M in Q4 2023. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Almanack Investment Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Almanack Investment Partners sold 21,968 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $568K.
  • Almanack Investment Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2017 and held it in 24 quarters.
  • Almanack Investment Partners's Schwab U.S Small- Cap ETF position peaked at $9.92M in Q4 2023.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Almanack Investment Partners's 13F filing for Q1 2025, filed 25 Apr 2025.