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Benjamin Edwards Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Benjamin Edwards Inc’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 		$445K Sell
15,307
-100
-0.6% -$3K ﹤0.01% 1040
2025
Q4 		$439K Sell
15,407
-1,648
-10% -$46.5K ﹤0.01% 991
2025
Q3 		$476K Sell
17,055
-7
-0% -$187 0.01% 946
2025
Q2 		$432K Buy
17,062
+11
+0.1% +$260 0.01% 889
2025
Q1 		$400K Sell
17,051
-3,520
-17% -$89.7K 0.01% 855
2024
Q4 		$532K Sell
20,571
-691
-3% -$18.4K 0.01% 802
2024
Q3 		$548K Buy
+21,262
New +$528K 0.01% 767

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

Benjamin Edwards Inc's SCHA Position: Q1 2026 in Review

Benjamin Edwards Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.65% in Q1 2026, selling an estimated $3K and leaving 15,307 shares worth $445K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Benjamin Edwards Inc first reported a position in SCHA in Q3 2024 and has held it in 7 quarters since. The position peaked at $548K in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Benjamin Edwards Inc held 15,307 shares of Schwab U.S Small- Cap ETF worth $445K as of Q1 2026.
  • Benjamin Edwards Inc sold 100 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $3K.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q1 2026, its #1040 holding.
  • Benjamin Edwards Inc first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • Benjamin Edwards Inc's Schwab U.S Small- Cap ETF position peaked at $548K in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Benjamin Edwards Inc's 13F filing for Q1 2026, filed 12 May 2026.