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

Basepoint 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 		$46.3K Sell
1,592
-1,715
-52% -$51.4K 0.03% 221
2025
Q4 		$94.2K Buy
+3,307
New +$93.4K 0.06% 145

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

Basepoint Wealth's SCHA Position: Q1 2026 in Review

Basepoint Wealth reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 52% in Q1 2026, selling an estimated $51.4K and leaving 1,592 shares worth $46.3K. The position accounts for 0.03% of the portfolio, ranked #221.

Basepoint Wealth first reported a position in SCHA in Q4 2025 and has held it in 2 quarters since. The position peaked at $94.2K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Basepoint Wealth held 1,592 shares of Schwab U.S Small- Cap ETF worth $46.3K as of Q1 2026.
  • Basepoint Wealth sold 1,715 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $51.4K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Basepoint Wealth's portfolio in Q1 2026, its #221 holding.
  • Basepoint Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Basepoint Wealth's Schwab U.S Small- Cap ETF position peaked at $94.2K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.