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

Blue Barn 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
2025 Q4	–	Sell	-7,489	Closed	-$209K	–	138
2025 Q3	$209K	Buy	+7,489	New	+$200K	0.09%	160
2022 Q4	–	Sell	-10,734	Closed	-$203K	–	133
2022 Q3	$203K	Buy	10,734 +32	+0.3%	+$669	0.14%	112
2022 Q2	$209K	Buy	10,702 +264	+3%	+$5.64K	0.16%	105
2022 Q1	$247K	Sell	10,438 -98	-0.9%	-$2.31K	0.17%	100
2021 Q4	$270K	Sell	10,536 -332	-3%	-$8.59K	0.18%	87
2021 Q3	$272K	Buy	10,868 +756	+7%	+$19.2K	0.24%	80
2021 Q2	$263K	Buy	+10,112	New	+$259K	0.27%	62

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Blue Barn Wealth's SCHA Position: Q4 2025 in Review

Blue Barn Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 7,489 shares — an estimated $209K sold.

Blue Barn Wealth first reported a position in SCHA in Q2 2021 and held it in 7 quarters. The position peaked at $272K in Q3 2021. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Blue Barn Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
Blue Barn Wealth sold 7,489 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $209K.
Blue Barn Wealth first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and held it in 7 quarters.
Blue Barn Wealth's Schwab U.S Small- Cap ETF position peaked at $272K in Q3 2021.
1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Blue Barn Wealth's 13F filing for Q4 2025, filed 10 Feb 2026.