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

Bridge Generations 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
2025
Q2 		– Sell
-327
Closed -$7.66K – 143
2025
Q1 		$7.66K Buy
327
+164
+101% +$4.18K ﹤0.01% 67
2024
Q4 		$4.21K Buy
+163
New +$4.34K ﹤0.01% 54

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SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Bridge Generations Wealth Management's SCHA Position: Q2 2025 in Review

Bridge Generations Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 327 shares — an estimated $7.66K sold.

Bridge Generations Wealth Management first reported a position in SCHA in Q4 2024 and held it in 2 quarters. The position peaked at $7.66K in Q1 2025. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Bridge Generations Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Bridge Generations Wealth Management sold 327 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $7.66K.
  • Bridge Generations Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 2 quarters.
  • Bridge Generations Wealth Management's Schwab U.S Small- Cap ETF position peaked at $7.66K in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.