Alpha Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Alpha Financial Advisors’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 Q4	–	Sell	-8,537	Closed	-$238K	–	68
2025 Q3	$238K	Sell	8,537 -350	-4%	-$9.36K	0.08%	57
2025 Q2	$225K	Sell	8,887 -1,269	-12%	-$30K	0.09%	56
2025 Q1	$238K	Sell	10,156 -818	-7%	-$20.9K	0.11%	44
2024 Q4	$284K	Hold	10,974	–	–	0.13%	38
2024 Q3	$283K	Hold	10,974	–	–	0.13%	37
2024 Q2	$260K	Sell	10,974 -144	-1%	-$3.41K	0.13%	35
2024 Q1	$274K	Hold	11,118	–	–	0.13%	36
2023 Q4	$263K	Sell	11,118 -46	-0.4%	-$970	0.13%	34
2023 Q3	$231K	Hold	11,164	–	–	0.15%	36
2023 Q2	$244K	Sell	11,164 -72	-0.6%	-$1.5K	0.15%	35
2023 Q1	$236K	Hold	11,236	–	–	0.16%	36
2022 Q4	$228K	Buy	+11,236	New	+$230K	0.2%	38

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Alpha Financial Advisors's SCHA Position: Q4 2025 in Review

Alpha Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 8,537 shares — an estimated $238K sold.

Alpha Financial Advisors first reported a position in SCHA in Q4 2022 and held it in 12 quarters. The position peaked at $284K in Q4 2024. 1,243 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Alpha Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
Alpha Financial Advisors sold 8,537 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $238K.
Alpha Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and held it in 12 quarters.
Alpha Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $284K in Q4 2024.
1,243 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Alpha Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.