Badgley Phelps Wealth Managers’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Badgley Phelps Wealth Managers’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	$1.38M	Sell	47,597 -2,792	-6%	-$83.7K	0.03%	184
2025 Q4	$1.44M	Sell	50,389 -4,970	-9%	-$140K	0.03%	176
2025 Q3	$1.54M	Buy	55,359 +69	+0.1%	+$1.84K	0.03%	161
2025 Q2	$1.4M	Buy	55,290 +1,070	+2%	+$25.3K	0.03%	165
2025 Q1	$1.27M	Sell	54,220 -79	-0.1%	-$2.01K	0.03%	167
2024 Q4	$1.4M	Buy	54,299 +43	+0.1%	+$1.14K	0.03%	160
2024 Q3	$1.4M	Sell	54,256 -788	-1%	-$19.6K	0.03%	159
2024 Q2	$1.31M	Hold	55,044	–	–	0.03%	157
2024 Q1	$1.36M	Buy	55,044 +762	+1%	+$17.9K	0.03%	154
2023 Q4	$1.28M	Buy	54,282 +416	+0.8%	+$8.77K	0.03%	150
2023 Q3	$1.12M	Sell	53,866 -474	-0.9%	-$10.4K	0.04%	145
2023 Q2	$1.19M	Sell	54,340 -3,224	-6%	-$67.2K	0.04%	141
2023 Q1	$1.21M	Buy	57,564 +4,668	+9%	+$100K	0.04%	127
2022 Q4	$1.07M	Buy	+52,896	New	+$1.08M	0.04%	130

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

Badgley Phelps Wealth Managers's SCHA Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.5% in Q1 2026, selling an estimated $83.7K and leaving 47,597 shares worth $1.38M. The position accounts for 0.03% of the portfolio, ranked #184.

Badgley Phelps Wealth Managers first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.54M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Badgley Phelps Wealth Managers held 47,597 shares of Schwab U.S Small- Cap ETF worth $1.38M as of Q1 2026.
Badgley Phelps Wealth Managers sold 2,792 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $83.7K.
Schwab U.S Small- Cap ETF made up 0.03% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #184 holding.
Badgley Phelps Wealth Managers first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Badgley Phelps Wealth Managers's Schwab U.S Small- Cap ETF position peaked at $1.54M in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.