BFG
SCHA icon

Bouchey Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bouchey Financial 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 		$1.84M Sell
59,565
-226,266
-79% -$6.78M 0.13% 42
2025
Q4 		$8.14M Sell
285,831
-3,978
-1% -$112K 0.61% 25
2025
Q3 		$8.09M Sell
289,809
-3,610
-1% -$96.5K 0.62% 22
2025
Q2 		$7.42M Sell
293,419
-2,175
-0.7% -$51.4K 0.62% 23
2025
Q1 		$6.93M Sell
295,594
-36,140
-11% -$921K 0.62% 24
2024
Q4 		$8.58M Sell
331,734
-8,496
-2% -$226K 0.75% 22
2024
Q3 		$8.76M Sell
340,230
-3,176
-0.9% -$78.9K 0.78% 24
2024
Q2 		$8.15M Sell
343,406
-2,464
-0.7% -$58.4K 0.77% 24
2024
Q1 		$8.52M Sell
345,870
-7,124
-2% -$167K 0.84% 25
2023
Q4 		$8.34M Sell
352,994
-210,566
-37% -$4.44M 0.89% 25
2023
Q3 		$11.7M Sell
563,560
-18,516
-3% -$406K 1.43% 20
2023
Q2 		$12.7M Sell
582,076
-13,474
-2% -$281K 1.54% 20
2023
Q1 		$12.5M Sell
595,550
-17,636
-3% -$379K 1.65% 17
2022
Q4 		$12.4M Sell
613,186
-66,752
-10% -$1.37M 1.79% 18
2022
Q3 		$12.9M Sell
679,938
-13,516
-2% -$283K 1.88% 19
2022
Q2 		$13.5M Buy
693,454
+7,542
+1% +$161K 2.17% 15
2022
Q1 		$16.2M Buy
685,912
+38,792
+6% +$916K 2.18% 15
2021
Q4 		$16.6M Buy
647,120
+16,308
+3% +$422K 2.23% 13
2021
Q3 		$15.8M Buy
630,812
+20,664
+3% +$525K 2.19% 16
2021
Q2 		$15.9M Buy
610,148
+15,360
+3% +$393K 2.53% 14
2021
Q1 		$14.8M Buy
594,788
+12,724
+2% +$313K 2.39% 15
2020
Q4 		$13M Buy
582,064
+3,248
+0.6% +$64.7K 2.22% 15
2020
Q3 		$9.89M Buy
578,816
+25,112
+5% +$432K 1.91% 16
2020
Q2 		$9.04M Buy
553,704
+3,872
+0.7% +$58K 1.91% 15
2020
Q1 		$7.08M Buy
549,832
+1,344
+0.2% +$22.8K 1.88% 16
2019
Q4 		$10.4M Buy
548,488
+19,420
+4% +$351K 2.37% 14
2019
Q3 		$9.22M Buy
529,068
+3,604
+0.7% +$63.6K 2.2% 14
2019
Q2 		$9.39M Buy
525,464
+19,632
+4% +$347K 2.29% 13
2019
Q1 		$8.84M Sell
505,832
-5,592
-1% -$95.7K 2.21% 11
2018
Q4 		$7.76M Buy
+511,424
New +$8.64M 2.21% 12
2018
Q1 		– Sell
-308,008
Closed -$5.37M – 72
2017
Q4 		$5.37M Sell
308,008
-1,332
-0.4% -$22.8K 1.55% 21
2017
Q3 		$5.21M Sell
309,340
-756
-0.2% -$12.2K 1.63% 21
2017
Q2 		$4.96M Sell
310,096
-3,140
-1% -$49.6K 1.59% 22
2017
Q1 		$4.93M Sell
313,236
-3,984
-1% -$62.4K 1.71% 22
2016
Q4 		$4.88M Sell
317,220
-8,624
-3% -$127K 2.02% 20
2016
Q3 		$4.69M Sell
325,844
-69,904
-18% -$992K 1.83% 20
2016
Q2 		$5.35M Sell
395,748
-13,936
-3% -$185K 2.16% 19
2016
Q1 		$5.33M Sell
409,684
-12,316
-3% -$149K 2.26% 19
2015
Q4 		$5.5M Sell
422,000
-44,920
-10% -$600K 2.38% 18
2015
Q3 		$5.93M Buy
466,920
+13,084
+3% +$180K 2.85% 15
2015
Q2 		$6.52M Buy
453,836
+18,020
+4% +$261K 2.78% 15
2015
Q1 		$6.27M Buy
435,816
+11,044
+3% +$154K 2.83% 13
2014
Q4 		$5.85M Buy
424,772
+25,488
+6% +$338K 2.75% 12
2014
Q3 		$5.13M Buy
399,284
+13,016
+3% +$174K 2.6% 15
2014
Q2 		$5.29M Buy
386,268
+54,276
+16% +$716K 2.83% 11
2014
Q1 		$4.45M Sell
331,992
-1,844
-0.6% -$24.4K 2.7% 10
2013
Q4 		$4.46M Buy
+333,836
New +$4.19M 3.14% 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

Bouchey Financial Group's SCHA Position: Q1 2026 in Review

Bouchey Financial Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 79% in Q1 2026, selling an estimated $6.78M and leaving 59,565 shares worth $1.84M. The position accounts for 0.13% of the portfolio, ranked #42.

Bouchey Financial Group first reported a position in SCHA in Q4 2013 and has held it in 47 quarters since. The position peaked at $16.6M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Bouchey Financial Group held 59,565 shares of Schwab U.S Small- Cap ETF worth $1.84M as of Q1 2026.
  • Bouchey Financial Group sold 226,266 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $6.78M.
  • Schwab U.S Small- Cap ETF made up 0.13% of Bouchey Financial Group's portfolio in Q1 2026, its #42 holding.
  • Bouchey Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2013 and has held it in 47 quarters since.
  • Bouchey Financial Group's Schwab U.S Small- Cap ETF position peaked at $16.6M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Bouchey Financial Group's 13F filing for Q1 2026, filed 13 Apr 2026.