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Anfield Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Anfield Capital 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 		$155K Sell
5,334
-1,806
-25% -$54.1K 0.04% 148
2025
Q4 		$203K Buy
7,140
+1,537
+27% +$43.4K 0.06% 90
2025
Q3 		$156K Buy
5,603
+1
+0% +$27 0.05% 98
2025
Q2 		$142K Hold
5,602
– – 0.05% 93
2025
Q1 		$131K Sell
5,602
-327,004
-98% -$8.33M 0.05% 85
2024
Q4 		$8.6M Buy
332,606
+3,978
+1% +$106K 3.12% 12
2024
Q3 		$4.23M Buy
328,628
+13,768
+4% +$342K 1.61% 17
2024
Q2 		$7.47M Buy
314,860
+7,524
+2% +$178K 3.63% 9
2024
Q1 		$7.57M Buy
307,336
+159,432
+108% +$3.74M 3.65% 8
2023
Q4 		$3.49M Sell
147,904
-2,742
-2% -$57.8K 1.88% 13
2023
Q3 		$3.12M Sell
150,646
-31,004
-17% -$680K 1.49% 17
2023
Q2 		$3.98M Sell
181,650
-1,792
-1% -$37.4K 1.74% 13
2023
Q1 		$3.85M Buy
183,442
+20,240
+12% +$435K 1.78% 14
2022
Q4 		$3.57M Buy
163,202
+55,604
+52% +$1.14M 1.74% 14
2022
Q3 		$2.03M Buy
107,598
+1,084
+1% +$22.7K 0.97% 28
2022
Q2 		$2.08M Sell
106,514
-19,984
-16% -$427K 0.94% 31
2022
Q1 		$3M Buy
126,498
+20,142
+19% +$475K 1.1% 22
2021
Q4 		$2.72M Buy
106,356
+3,148
+3% +$81.4K 0.94% 24
2021
Q3 		$2.69M Buy
+103,208
New +$2.62M 0.84% 29
2021
Q2 		– Sell
-64,636
Closed -$1.61M – 235
2021
Q1 		$1.61M Buy
+64,636
New +$1.59M 0.64% 34

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

Anfield Capital Management's SCHA Position: Q1 2026 in Review

Anfield Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 25% in Q1 2026, selling an estimated $54.1K and leaving 5,334 shares worth $155K. The position accounts for 0.04% of the portfolio, ranked #148.

Anfield Capital Management first reported a position in SCHA in Q1 2021 and has held it in 20 quarters since. The position peaked at $8.6M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Anfield Capital Management held 5,334 shares of Schwab U.S Small- Cap ETF worth $155K as of Q1 2026.
  • Anfield Capital Management sold 1,806 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $54.1K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Anfield Capital Management's portfolio in Q1 2026, its #148 holding.
  • Anfield Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 20 quarters since.
  • Anfield Capital Management's Schwab U.S Small- Cap ETF position peaked at $8.6M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Anfield Capital Management's 13F filing for Q1 2026, filed 12 May 2026.