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

Blossom Wealth 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 		$2.01M Buy
69,117
+17,170
+33% +$515K 2.98% 5
2025
Q4 		$1.48M Sell
51,947
-1,151
-2% -$32.5K 2.44% 8
2025
Q3 		$1.48M Buy
53,098
+1,710
+3% +$45.7K 2.39% 10
2025
Q2 		$1.3M Buy
51,388
+2,315
+5% +$54.7K 2.3% 11
2025
Q1 		$1.15M Sell
49,073
-210
-0.4% -$5.35K 2.31% 10
2024
Q4 		$1.27M Sell
49,283
-175
-0.4% -$4.66K 2.45% 8
2024
Q3 		$1.27M Buy
49,458
+2,182
+5% +$54.2K 2.57% 8
2024
Q2 		$1.12M Buy
47,276
+3,134
+7% +$74.3K 2.44% 8
2024
Q1 		$1.09M Buy
44,142
+1,678
+4% +$39.3K 2.62% 8
2023
Q4 		$1M Buy
42,464
+3,236
+8% +$68.2K 2.7% 8
2023
Q3 		$812K Buy
39,228
+286
+0.7% +$6.28K 2.6% 9
2023
Q2 		$853K Buy
38,942
+2,500
+7% +$52.1K 3.12% 8
2023
Q1 		$764K Buy
36,442
+412
+1% +$8.86K 3.11% 7
2022
Q4 		$730K Buy
36,030
+3,926
+12% +$80.5K 3.52% 7
2022
Q3 		$607K Sell
32,104
-24
-0.1% -$502 3.42% 8
2022
Q2 		$626K Buy
32,128
+842
+3% +$18K 3.17% 8
2022
Q1 		$741K Buy
31,286
+1,202
+4% +$28.4K 3.34% 8
2021
Q4 		$770K Buy
30,084
+4,712
+19% +$122K 3.79% 8
2021
Q3 		$635K Buy
25,372
+3,040
+14% +$77.2K 3.78% 10
2021
Q2 		$582K Buy
22,332
+4,508
+25% +$115K 4.38% 8
2021
Q1 		$444K Buy
17,824
+4,792
+37% +$118K 5.16% 8
2020
Q4 		$289K Buy
+13,032
New +$259K 6.46% 8

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

Blossom Wealth Management's SCHA Position: Q1 2026 in Review

Blossom Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 33% in Q1 2026, buying an estimated $515K and bringing the position to 69,117 shares worth $2.01M. The position accounts for 2.98% of the portfolio, ranked #5.

Blossom Wealth Management first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Blossom Wealth Management held 69,117 shares of Schwab U.S Small- Cap ETF worth $2.01M as of Q1 2026.
  • Blossom Wealth Management bought 17,170 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $515K.
  • Schwab U.S Small- Cap ETF made up 2.98% of Blossom Wealth Management's portfolio in Q1 2026, its #5 holding.
  • Blossom Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Blossom Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.