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

Anchor 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
2026
Q1 		$4.89M Sell
167,990
-1,210
-0.7% -$36.3K 0.41% 65
2025
Q4 		$4.82M Sell
169,200
-398
-0.2% -$11.2K 0.39% 63
2025
Q3 		$4.73M Buy
169,598
+2,552
+2% +$68.2K 0.39% 64
2025
Q2 		$4.23M Buy
167,046
+3,183
+2% +$75.2K 0.37% 70
2025
Q1 		$3.84M Buy
163,863
+2,315
+1% +$59K 0.36% 74
2024
Q4 		$4.18M Sell
161,548
-3,328
-2% -$88.5K 0.39% 66
2024
Q3 		$4.25M Sell
164,876
-976
-0.6% -$24.2K 0.4% 64
2024
Q2 		$3.93M Buy
165,852
+36,244
+28% +$859K 0.4% 65
2024
Q1 		$3.19M Buy
129,608
+2,014
+2% +$47.2K 0.33% 83
2023
Q4 		$3.01M Buy
127,594
+1,866
+1% +$39.3K 0.35% 79
2023
Q3 		$2.6M Buy
125,728
+1,686
+1% +$37K 0.34% 80
2023
Q2 		$2.72M Buy
124,042
+4,076
+3% +$85K 0.35% 78
2023
Q1 		$2.52M Buy
119,966
+1,208
+1% +$26K 0.34% 80
2022
Q4 		$2.41M Buy
118,758
+34
+0% +$697 0.34% 80
2022
Q3 		$2.24M Buy
118,724
+17,268
+17% +$361K 0.35% 78
2022
Q2 		$1.98M Sell
101,456
-6,974
-6% -$149K 0.29% 90
2022
Q1 		$2.57M Buy
108,430
+2,886
+3% +$68.1K 0.32% 86
2021
Q4 		$2.7M Buy
105,544
+7,636
+8% +$198K 0.34% 78
2021
Q3 		$2.45M Sell
97,908
-368
-0.4% -$9.35K 0.34% 80
2021
Q2 		$2.56M Sell
98,276
-236
-0.2% -$6.03K 0.35% 77
2021
Q1 		$2.45M Buy
98,512
+1,880
+2% +$46.2K 0.37% 75
2020
Q4 		$2.15M Buy
96,632
+1,580
+2% +$31.5K 0.39% 79
2020
Q3 		$1.62M Sell
95,052
-216
-0.2% -$3.72K 0.33% 85
2020
Q2 		$1.56M Sell
95,268
-568
-0.6% -$8.51K 0.35% 84
2020
Q1 		$1.23M Sell
95,836
-6,336
-6% -$108K 0.32% 92
2019
Q4 		$1.93M Buy
102,172
+4,004
+4% +$72.5K 0.41% 76
2019
Q3 		$1.71M Buy
98,168
+816
+0.8% +$14.4K 0.39% 79
2019
Q2 		$1.74M Buy
97,352
+4,416
+5% +$78.1K 0.41% 69
2019
Q1 		$1.62M Buy
92,936
+25,032
+37% +$428K 0.41% 71
2018
Q4 		$1.03M Sell
67,904
-3,700
-5% -$62.5K 0.29% 94
2018
Q3 		$1.36M Buy
71,604
+10,164
+17% +$194K 0.31% 87
2018
Q2 		$1.13M Buy
61,440
+11,100
+22% +$201K 0.28% 97
2018
Q1 		$870K Buy
50,340
+5,792
+13% +$102K 0.23% 119
2017
Q4 		$777K Buy
44,548
+25,264
+131% +$432K 0.21% 121
2017
Q3 		$325K Buy
19,284
+5,544
+40% +$89.1K 0.1% 216
2017
Q2 		$220K Buy
13,740
+1,904
+16% +$30.1K 0.07% 232
2017
Q1 		$186K Buy
11,836
+636
+6% +$9.96K 0.06% 242
2016
Q4 		$172K Hold
11,200
– – 0.06% 239
2016
Q3 		$161K Buy
11,200
+400
+4% +$5.67K 0.06% 237
2016
Q2 		$146K Hold
10,800
– – 0.06% 248
2016
Q1 		$141K Buy
+10,800
New +$131K 0.06% 244

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

Anchor Investment Management's SCHA Position: Q1 2026 in Review

Anchor Investment Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.72% in Q1 2026, selling an estimated $36.3K and leaving 167,990 shares worth $4.89M. The position accounts for 0.41% of the portfolio, ranked #65.

Anchor Investment Management first reported a position in SCHA in Q1 2016 and has held it in 41 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Anchor Investment Management held 167,990 shares of Schwab U.S Small- Cap ETF worth $4.89M as of Q1 2026.
  • Anchor Investment Management sold 1,210 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $36.3K.
  • Schwab U.S Small- Cap ETF made up 0.41% of Anchor Investment Management's portfolio in Q1 2026, its #65 holding.
  • Anchor Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.