Baird Financial Group
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Baird Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Baird Financial Group’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 		$1.05M Sell
36,247
-250,931
-87% -$7.52M ﹤0.01% 1248
2025
Q4 		$8.18M Buy
287,178
+259,684
+945% +$7.33M 0.01% 598
2025
Q3 		$767K Sell
27,494
-3,177
-10% -$85K ﹤0.01% 1342
2025
Q2 		$776K Buy
30,671
+6,167
+25% +$146K ﹤0.01% 1279
2025
Q1 		$574K Buy
24,504
+5,552
+29% +$142K ﹤0.01% 1358
2024
Q4 		$490K Buy
18,952
+790
+4% +$21K ﹤0.01% 1388
2024
Q3 		$468K Sell
18,162
-2,918
-14% -$72.5K ﹤0.01% 1397
2024
Q2 		$500K Sell
21,080
-6,150
-23% -$146K ﹤0.01% 1391
2024
Q1 		$670K Sell
27,230
-41,680
-60% -$976K ﹤0.01% 1284
2023
Q4 		$1.63M Buy
68,910
+30,786
+81% +$649K ﹤0.01% 988
2023
Q3 		$790K Sell
38,124
-10,258
-21% -$225K ﹤0.01% 1182
2023
Q2 		$1.06M Sell
48,382
-1,898
-4% -$39.6K ﹤0.01% 1094
2023
Q1 		$1.05M Sell
50,280
-176,916
-78% -$3.8M ﹤0.01% 1080
2022
Q4 		$4.6M Buy
227,196
+76,256
+51% +$1.56M 0.01% 600
2022
Q3 		$2.85M Buy
150,940
+38,208
+34% +$799K 0.01% 720
2022
Q2 		$2.2M Buy
112,732
+23,254
+26% +$497K 0.01% 814
2022
Q1 		$2.12M Sell
89,478
-143,286
-62% -$3.38M 0.01% 883
2021
Q4 		$5.96M Buy
232,764
+8,352
+4% +$216K 0.01% 574
2021
Q3 		$5.62M Buy
224,412
+492
+0.2% +$12.5K 0.01% 562
2021
Q2 		$5.83M Buy
223,920
+24
+0% +$614 0.02% 550
2021
Q1 		$5.58M Buy
223,896
+29,364
+15% +$722K 0.02% 545
2020
Q4 		$4.33M Buy
194,532
+44,656
+30% +$889K 0.01% 581
2020
Q3 		$2.56M Buy
149,876
+2,136
+1% +$36.8K 0.01% 675
2020
Q2 		$2.41M Buy
147,740
+56,836
+63% +$851K 0.01% 679
2020
Q1 		$1.17M Buy
90,904
+72,860
+404% +$1.24M 0.01% 845
2019
Q4 		$341K Buy
18,044
+2,424
+16% +$43.9K ﹤0.01% 1284
2019
Q3 		$272K Buy
15,620
+156
+1% +$2.75K ﹤0.01% 1354
2019
Q2 		$276K Sell
15,464
-86,700
-85% -$1.53M ﹤0.01% 1356
2019
Q1 		$1.79M Buy
+102,164
New +$1.75M 0.01% 698

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

Baird Financial Group's SCHA Position: Q1 2026 in Review

Baird Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 87% in Q1 2026, selling an estimated $7.52M and leaving 36,247 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #1248.

Baird Financial Group first reported a position in SCHA in Q1 2019 and has held it in 29 quarters since. The position peaked at $8.18M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Baird Financial Group held 36,247 shares of Schwab U.S Small- Cap ETF worth $1.05M as of Q1 2026.
  • Baird Financial Group sold 250,931 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $7.52M.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1248 holding.
  • Baird Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2019 and has held it in 29 quarters since.
  • Baird Financial Group's Schwab U.S Small- Cap ETF position peaked at $8.18M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.