Becker Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Becker Capital Management’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	$213K	Sell	7,325 -160	-2%	-$4.8K	0.01%	289
2025 Q4	$213K	Buy	7,485 +160	+2%	+$4.52K	0.01%	294
2025 Q3	$204K	Sell	7,325 -1,000	-12%	-$26.7K	0.01%	288
2025 Q2	$211K	Buy	+8,325	New	+$197K	0.01%	272
2025 Q1	–	Sell	-8,325	Closed	-$215K	–	279
2024 Q4	$215K	Sell	8,325 -1	-0%	-$27	0.01%	260
2024 Q3	$214K	Buy	+8,326	New	+$207K	0.01%	265

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

Becker Capital Management's SCHA Position: Q1 2026 in Review

Becker Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q1 2026, selling an estimated $4.8K and leaving 7,325 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #289.

Becker Capital Management first reported a position in SCHA in Q3 2024 and has held it in 6 quarters since. The position peaked at $215K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Becker Capital Management held 7,325 shares of Schwab U.S Small- Cap ETF worth $213K as of Q1 2026.
Becker Capital Management sold 160 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.8K.
Schwab U.S Small- Cap ETF made up 0.01% of Becker Capital Management's portfolio in Q1 2026, its #289 holding.
Becker Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 6 quarters since.
Becker Capital Management's Schwab U.S Small- Cap ETF position peaked at $215K in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Becker Capital Management's 13F filing for Q1 2026, filed 11 May 2026.