Bigelow Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $474K | Sell |
16,301
-1,840
| -10% | -$55.2K | 0.19% | 111 |
|
|
2025
Q4 | $517K | Sell |
18,141
-1,232
| -6% | -$34.8K | 0.2% | 110 |
|
|
2025
Q3 | $541K | Sell |
19,373
-2,130
| -10% | -$57K | 0.22% | 107 |
|
|
2025
Q2 | $544K | Sell |
21,503
-5
| -0% | -$118 | 0.24% | 99 |
|
|
2025
Q1 | $504K | Buy |
21,508
+350
| +2% | +$8.92K | 0.24% | 101 |
|
|
2024
Q4 | $547K | Sell |
21,158
-1,162
| -5% | -$30.9K | 0.26% | 99 |
|
|
2024
Q3 | $575K | Sell |
22,320
-628
| -3% | -$15.6K | 0.26% | 107 |
|
|
2024
Q2 | $544K | Hold |
22,948
| – | – | 0.26% | 103 |
|
|
2024
Q1 | $565K | Buy |
22,948
+60
| +0.3% | +$1.41K | 0.28% | 100 |
|
|
2023
Q4 | $541K | Buy |
22,888
+60
| +0.3% | +$1.26K | 0.29% | 91 |
|
|
2023
Q3 | $473K | Buy |
22,828
+1,696
| +8% | +$37.2K | 0.27% | 97 |
|
|
2023
Q2 | $463K | Sell |
21,132
-738
| -3% | -$15.4K | 0.25% | 98 |
|
|
2023
Q1 | $459K | Sell |
21,870
-260
| -1% | -$5.59K | 0.26% | 101 |
|
|
2022
Q4 | $448K | Sell |
22,130
-4,838
| -18% | -$99.1K | 0.26% | 102 |
|
|
2022
Q3 | $510K | Sell |
26,968
-740
| -3% | -$15.5K | 0.3% | 94 |
|
|
2022
Q2 | $540K | Sell |
27,708
-400
| -1% | -$8.55K | 0.3% | 93 |
|
|
2022
Q1 | $666K | Buy |
28,108
+4,080
| +17% | +$96.3K | 0.31% | 87 |
|
|
2021
Q4 | $615K | Sell |
24,028
-452
| -2% | -$11.7K | 0.28% | 86 |
|
|
2021
Q3 | $613K | Sell |
24,480
-2,668
| -10% | -$67.8K | 0.3% | 82 |
|
|
2021
Q2 | $707K | Hold |
27,148
| – | – | 0.34% | 79 |
|
|
2021
Q1 | $676K | Sell |
27,148
-6,592
| -20% | -$162K | 0.34% | 78 |
|
|
2020
Q4 | $751K | Buy |
33,740
+68
| +0.2% | +$1.35K | 0.4% | 65 |
|
|
2020
Q3 | $575K | Sell |
33,672
-4,556
| -12% | -$78.4K | 0.34% | 74 |
|
|
2020
Q2 | $624K | Sell |
38,228
-27,668
| -42% | -$414K | 0.4% | 64 |
|
|
2020
Q1 | $849K | Buy |
65,896
+5,280
| +9% | +$89.7K | 0.64% | 43 |
|
|
2019
Q4 | $1.15M | Buy |
60,616
+3,880
| +7% | +$70.2K | 0.67% | 37 |
|
|
2019
Q3 | $989K | Buy |
56,736
+8,404
| +17% | +$148K | 0.63% | 39 |
|
|
2019
Q2 | $864K | Sell |
48,332
-5,804
| -11% | -$103K | 0.58% | 50 |
|
|
2019
Q1 | $946K | Sell |
54,136
-7,792
| -13% | -$133K | 0.66% | 42 |
|
|
2018
Q4 | $939K | Buy |
61,928
+320
| +0.5% | +$5.41K | 0.7% | 37 |
|
|
2018
Q3 | $1.17M | Buy |
61,608
+204
| +0.3% | +$3.89K | 0.79% | 34 |
|
|
2018
Q2 | $1.13M | Buy |
61,404
+4,036
| +7% | +$73K | 0.77% | 34 |
|
|
2018
Q1 | $991K | Buy |
57,368
+3,704
| +7% | +$65.3K | 0.67% | 40 |
|
|
2017
Q4 | $936K | Buy |
+53,664
| New | +$919K | 0.93% | 27 |
|
Other funds holding SCHA
AA
Bigelow Investment Advisors's SCHA Position: Q1 2026 in Review
Bigelow Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 10% in Q1 2026, selling an estimated $55.2K and leaving 16,301 shares worth $474K. The position accounts for 0.19% of the portfolio, ranked #111.
Bigelow Investment Advisors first reported a position in SCHA in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.17M in Q3 2018. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Bigelow Investment Advisors held 16,301 shares of Schwab U.S Small- Cap ETF worth $474K as of Q1 2026.
- Bigelow Investment Advisors sold 1,840 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $55.2K.
- Schwab U.S Small- Cap ETF made up 0.19% of Bigelow Investment Advisors's portfolio in Q1 2026, its #111 holding.
- Bigelow Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 34 quarters since.
- Bigelow Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $1.17M in Q3 2018.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.