Arkadios Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Arkadios Wealth 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
2026 Q1	$456K	Buy	15,687 +6,693	+74%	+$201K	0.01%	1159
2025 Q4	$256K	Buy	8,994 +771	+9%	+$21.8K	0.01%	1321
2025 Q3	$229K	Buy	+8,223	New	+$220K	0.01%	1300
2021 Q4	–	Sell	-5,128	Closed	-$128K	–	1552
2021 Q3	$128K	Buy	5,128 +900	+21%	+$22.9K	0.02%	625
2021 Q2	$110K	Buy	4,228 +3,008	+247%	+$76.9K	0.01%	696
2021 Q1	$30K	Buy	+1,220	New	+$30K	﹤0.01%	846

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Arkadios Wealth Advisors's SCHA Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 74% in Q1 2026, buying an estimated $201K and bringing the position to 15,687 shares worth $456K. The position accounts for 0.01% of the portfolio, ranked #1159.

Arkadios Wealth Advisors first reported a position in SCHA in Q1 2021 and has held it in 6 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Arkadios Wealth Advisors held 15,687 shares of Schwab U.S Small- Cap ETF worth $456K as of Q1 2026.
Arkadios Wealth Advisors bought 6,693 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $201K.
Schwab U.S Small- Cap ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1159 holding.
Arkadios Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 6 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.