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

Avion Wealth’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 		$134K Hold
4,617
– – 0.03% 127
2025
Q4 		$131K Hold
4,617
– – 0.03% 125
2025
Q3 		$128K Buy
4,617
+540
+13% +$14.4K 0.03% 136
2025
Q2 		$103K Buy
4,077
+1,469
+56% +$34.7K 0.02% 144
2025
Q1 		$67K Hold
2,608
– – 0.02% 164
2024
Q4 		$67K Sell
2,608
-46
-2% -$1.22K 0.02% 164
2024
Q3 		$68K Hold
2,654
– – 0.02% 155
2024
Q2 		$62K Buy
2,654
+2,360
+803% +$55.9K 0.02% 146
2024
Q1 		$8K Hold
294
– – ﹤0.01% 361
2023
Q4 		$7K Sell
294
-3,388
-92% -$71.4K ﹤0.01% 340
2023
Q3 		$76K Buy
3,682
+46
+1% +$1.01K 0.02% 125
2023
Q2 		$79K Hold
3,636
– – 0.02% 128
2023
Q1 		$73K Hold
3,636
– – 0.02% 120
2022
Q4 		$68K Hold
3,636
– – 0.02% 124
2022
Q3 		$69K Buy
3,636
+388
+12% +$8.12K 0.02% 124
2022
Q2 		$63K Buy
3,248
+3,236
+26,967% +$69.2K 0.02% 121
2022
Q1 		$0 Hold
12
– – ﹤0.01% 428
2021
Q4 		$0 Hold
12
– – ﹤0.01% 428
2021
Q3 		$0 Hold
12
– – ﹤0.01% 413
2021
Q2 		$0 Hold
12
– – ﹤0.01% 403
2021
Q1 		$0 Hold
12
– – ﹤0.01% 381
2020
Q4 		$0 Hold
12
– – ﹤0.01% 374
2020
Q3 		$0 Hold
12
– – ﹤0.01% 310
2020
Q2 		$0 Hold
12
– – ﹤0.01% 295
2020
Q1 		$0 Buy
+12
New +$204 ﹤0.01% 298

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

Avion Wealth's SCHA Position: Q1 2026 in Review

Avion Wealth held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 4,617 shares worth $134K. The position accounts for 0.03% of the portfolio, ranked #127.

Avion Wealth first reported a position in SCHA in Q1 2020 and has held it in 25 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Avion Wealth held 4,617 shares of Schwab U.S Small- Cap ETF worth $134K as of Q1 2026.
  • Avion Wealth left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Avion Wealth's portfolio in Q1 2026, its #127 holding.
  • Avion Wealth first reported a position in Schwab U.S Small- Cap ETF in Q1 2020 and has held it in 25 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.