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

ARQ 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
2025
Q3 		– Sell
-8,590
Closed -$201K – 143
2025
Q2 		$201K Hold
8,590
– – 0.07% 102
2025
Q1 		$201K Buy
8,590
+334
+4% +$8.51K 0.07% 98
2024
Q4 		$214K Sell
8,256
-870
-10% -$23.1K 0.08% 96
2024
Q3 		$233K Buy
+9,126
New +$227K 0.09% 89

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

ARQ Wealth Advisors's SCHA Position: Q3 2025 in Review

ARQ Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 8,590 shares — an estimated $201K sold.

ARQ Wealth Advisors first reported a position in SCHA in Q3 2024 and held it in 4 quarters. The position peaked at $233K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • ARQ Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • ARQ Wealth Advisors sold 8,590 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $201K.
  • ARQ Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and held it in 4 quarters.
  • ARQ Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $233K in Q3 2024.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on ARQ Wealth Advisors's 13F filing for Q3 2025, filed 25 Nov 2025.