Blue Sky Capital Consultants Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Blue Sky Capital Consultants Group’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	$1.45M	Buy	49,939 +5,108	+11%	+$153K	0.69%	33
2025 Q4	$1.28M	Buy	44,831 +18,617	+71%	+$526K	0.55%	33
2025 Q3	$731K	Sell	26,214 -1,567	-6%	-$41.9K	0.32%	36
2025 Q2	$703K	Sell	27,781 -1,267	-4%	-$30K	0.35%	36
2025 Q1	$681K	Buy	29,048 +103	+0.4%	+$2.63K	0.44%	37
2024 Q4	$749K	Buy	+28,945	New	+$770K	0.45%	35

Other funds holding SCHA

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

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

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

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Blue Sky Capital Consultants Group's SCHA Position: Q1 2026 in Review

Blue Sky Capital Consultants Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 11% in Q1 2026, buying an estimated $153K and bringing the position to 49,939 shares worth $1.45M. The position accounts for 0.69% of the portfolio, ranked #33.

Blue Sky Capital Consultants Group first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Blue Sky Capital Consultants Group held 49,939 shares of Schwab U.S Small- Cap ETF worth $1.45M as of Q1 2026.
Blue Sky Capital Consultants Group bought 5,108 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $153K.
Schwab U.S Small- Cap ETF made up 0.69% of Blue Sky Capital Consultants Group's portfolio in Q1 2026, its #33 holding.
Blue Sky Capital Consultants Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Blue Sky Capital Consultants Group's 13F filing for Q1 2026, filed 28 Apr 2026.