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Armor Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Armor Investment 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 		$996K Sell
34,248
-1,941
-5% -$58.2K 0.36% 50
2025
Q4 		$1.03M Sell
36,189
-7,636
-17% -$216K 0.38% 46
2025
Q3 		$1.22M Sell
43,825
-6,579
-13% -$176K 0.39% 48
2025
Q2 		$1.28M Sell
50,404
-2,394
-5% -$56.6K 0.48% 46
2025
Q1 		$1.24M Hold
52,798
– – 0.51% 43
2024
Q4 		$1.37M Sell
52,798
-1,058
-2% -$28.1K 0.56% 42
2024
Q3 		$1.39M Sell
53,856
-182
-0.3% -$4.52K 0.57% 41
2024
Q2 		$1.28M Sell
54,038
-344
-0.6% -$8.15K 0.59% 44
2024
Q1 		$1.34M Sell
54,382
-1,160
-2% -$27.2K 0.64% 43
2023
Q4 		$1.31M Sell
55,542
-16,904
-23% -$356K 0.69% 42
2023
Q3 		$1.5M Sell
72,446
-4,836
-6% -$106K 0.89% 39
2023
Q2 		$1.69M Sell
77,282
-213,080
-73% -$4.44M 1.03% 32
2023
Q1 		$6.09M Buy
290,362
+23,372
+9% +$502K 3.48% 4
2022
Q4 		$5.41M Buy
266,990
+28,814
+12% +$590K 3.29% 4
2022
Q3 		$4.5M Buy
238,176
+24,838
+12% +$519K 3.07% 6
2022
Q2 		$4.16M Buy
213,338
+7,986
+4% +$171K 2.7% 8
2022
Q1 		$4.86M Buy
205,352
+74,560
+57% +$1.76M 2.75% 7
2021
Q4 		$3.35M Buy
130,792
+46,932
+56% +$1.21M 1.89% 13
2021
Q3 		$2.1M Sell
83,860
-3,364
-4% -$85.4K 1.32% 25
2021
Q2 		$2.27M Buy
87,224
+12,596
+17% +$322K 1.37% 23
2021
Q1 		$1.86M Buy
74,628
+2,240
+3% +$55.1K 1.21% 29
2020
Q4 		$1.61M Buy
72,388
+5,492
+8% +$109K 1.14% 32
2020
Q3 		$1.14M Buy
66,896
+6,928
+12% +$119K 0.98% 35
2020
Q2 		$980K Buy
59,968
+6,068
+11% +$90.9K 0.85% 38
2020
Q1 		$694K Buy
53,900
+980
+2% +$16.7K 0.71% 43
2019
Q4 		$1M Buy
52,920
+5,164
+11% +$93.4K 0.78% 42
2019
Q3 		$833K Buy
47,756
+2,896
+6% +$51.1K 0.68% 45
2019
Q2 		$802K Buy
44,860
+10,172
+29% +$180K 0.68% 47
2019
Q1 		$606K Buy
34,688
+1,140
+3% +$19.5K 0.52% 56
2018
Q4 		$509K Buy
33,548
+3,200
+11% +$54.1K 0.52% 56
2018
Q3 		$578K Buy
30,348
+1,260
+4% +$24K 0.51% 57
2018
Q2 		$535K Buy
29,088
+928
+3% +$16.8K 0.48% 59
2018
Q1 		$487K Buy
28,160
+7,300
+35% +$129K 0.44% 61
2017
Q4 		$364K Buy
20,860
+1,200
+6% +$20.5K 0.33% 69
2017
Q3 		$331K Buy
19,660
+1,200
+7% +$19.3K 0.31% 73
2017
Q2 		$295K Buy
18,460
+200
+1% +$3.16K 0.29% 77
2017
Q1 		$288K Buy
18,260
+4
+0% +$63 0.29% 79
2016
Q4 		$281K Buy
+18,256
New +$268K 0.29% 77

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

Armor Investment Advisors's SCHA Position: Q1 2026 in Review

Armor Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.4% in Q1 2026, selling an estimated $58.2K and leaving 34,248 shares worth $996K. The position accounts for 0.36% of the portfolio, ranked #50.

Armor Investment Advisors first reported a position in SCHA in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.09M in Q1 2023. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Armor Investment Advisors held 34,248 shares of Schwab U.S Small- Cap ETF worth $996K as of Q1 2026.
  • Armor Investment Advisors sold 1,941 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $58.2K.
  • Schwab U.S Small- Cap ETF made up 0.36% of Armor Investment Advisors's portfolio in Q1 2026, its #50 holding.
  • Armor Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Armor Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $6.09M in Q1 2023.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Armor Investment Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.