AAS
SCHA icon

Asset Allocation Strategies’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Asset Allocation Strategies’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 		$4.84M Buy
166,586
+2,119
+1% +$63.5K 0.86% 29
2025
Q4 		$4.68M Buy
164,467
+8,352
+5% +$236K 0.87% 33
2025
Q3 		$4.36M Buy
156,115
+15,176
+11% +$406K 0.86% 33
2025
Q2 		$3.57M Buy
140,939
+16,601
+13% +$392K 0.79% 34
2025
Q1 		$2.91M Buy
124,338
+11,101
+10% +$283K 0.72% 34
2024
Q4 		$2.98M Buy
113,237
+53,405
+89% +$1.42M 0.72% 34
2024
Q3 		$1.54M Buy
59,832
+49,722
+492% +$1.23M 0.44% 51
2024
Q2 		$240K Buy
+10,110
New +$240K 0.08% 80

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 $564B 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 $70.5B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return