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

BIP 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 		$509K Buy
17,510
+2,577
+17% +$77.2K 0.02% 291
2025
Q4 		$425K Buy
14,933
+1
+0% +$28 0.02% 317
2025
Q3 		$417K Hold
14,932
– – 0.02% 194
2025
Q2 		$378K Sell
14,932
-1,781
-11% -$42.1K 0.02% 179
2025
Q1 		$392K Buy
16,713
+791
+5% +$20.2K 0.03% 177
2024
Q4 		$412K Sell
15,922
-160
-1% -$4.26K 0.03% 168
2024
Q3 		$414K Sell
16,082
-1,184
-7% -$29.4K 0.03% 152
2024
Q2 		$410K Buy
17,266
+254
+1% +$6.02K 0.03% 126
2024
Q1 		$419K Sell
17,012
-2,100
-11% -$49.2K 0.03% 135
2023
Q4 		$451K Hold
19,112
– – 0.04% 121
2023
Q3 		$396K Sell
19,112
-2,616
-12% -$57.4K 0.04% 117
2023
Q2 		$476K Sell
21,728
-544
-2% -$11.3K 0.04% 110
2023
Q1 		$467K Buy
+22,272
New +$479K 0.05% 114

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

BIP Wealth's SCHA Position: Q1 2026 in Review

BIP Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 17% in Q1 2026, buying an estimated $77.2K and bringing the position to 17,510 shares worth $509K. The position accounts for 0.02% of the portfolio, ranked #291.

BIP Wealth first reported a position in SCHA in Q1 2023 and has held it in 13 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • BIP Wealth held 17,510 shares of Schwab U.S Small- Cap ETF worth $509K as of Q1 2026.
  • BIP Wealth bought 2,577 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $77.2K.
  • Schwab U.S Small- Cap ETF made up 0.02% of BIP Wealth's portfolio in Q1 2026, its #291 holding.
  • BIP Wealth first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.