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Apeiron RIA’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Apeiron RIA’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 		– Sell
-7,654
Closed -$231K – 220
2025
Q4 		$231K Buy
+7,654
New +$216K 0.05% 191
2022
Q3 		– Sell
-2,040
Closed -$398 – 204
2022
Q2 		$398 Sell
2,040
-39,184
-95% -$838K 0.11% 76
2022
Q1 		$949K Sell
41,224
-7,520
-15% -$178K 0.45% 46
2021
Q4 		$1.25M Buy
+48,744
New +$1.26M 0.51% 44

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

Apeiron RIA's SCHA Position: Q1 2026 in Review

Apeiron RIA sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 7,654 shares — an estimated $231K sold.

Apeiron RIA first reported a position in SCHA in Q4 2021 and held it in 4 quarters. The position peaked at $1.25M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Apeiron RIA reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Apeiron RIA sold 7,654 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $231K.
  • Apeiron RIA first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 4 quarters.
  • Apeiron RIA's Schwab U.S Small- Cap ETF position peaked at $1.25M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Apeiron RIA's 13F filing for Q1 2026, filed 27 Apr 2026.