BFS
SCHA icon

Bradley Foster & Sargent’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bradley Foster & Sargent’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 		$453K Buy
15,594
+84
+0.5% +$2.52K 0.01% 404
2025
Q4 		$442K Hold
15,510
– – 0.01% 407
2025
Q3 		$433K Hold
15,510
– – 0.01% 408
2025
Q2 		$392K Buy
+15,510
New +$367K 0.01% 422

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

Bradley Foster & Sargent's SCHA Position: Q1 2026 in Review

Bradley Foster & Sargent increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.54% in Q1 2026, buying an estimated $2.52K and bringing the position to 15,594 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #404.

Bradley Foster & Sargent first reported a position in SCHA in Q2 2025 and has held it in 4 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Bradley Foster & Sargent held 15,594 shares of Schwab U.S Small- Cap ETF worth $453K as of Q1 2026.
  • Bradley Foster & Sargent bought 84 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $2.52K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Bradley Foster & Sargent's portfolio in Q1 2026, its #404 holding.
  • Bradley Foster & Sargent first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Bradley Foster & Sargent's 13F filing for Q1 2026, filed 15 May 2026.