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Broadview Financial Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Broadview Financial 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
2026
Q1 		$208K Buy
7,154
+8
+0.1% +$240 0.14% 39
2025
Q4 		$204K Sell
7,146
-91
-1% -$2.57K 0.14% 41
2025
Q3 		$202K Buy
+7,237
New +$194K 0.14% 41
2025
Q1 		– Sell
-7,805
Closed -$202K – 41
2024
Q4 		$202K Sell
7,805
-85
-1% -$2.26K 0.14% 41
2024
Q3 		$203K Buy
+7,890
New +$196K 0.14% 41
2023
Q2 		– Sell
-12,006
Closed -$252K – 42
2023
Q1 		$252K Buy
12,006
+38
+0.3% +$817 0.22% 38
2022
Q4 		$242K Buy
11,968
+818
+7% +$16.8K 0.22% 40
2022
Q3 		$211K Buy
11,150
+50
+0.5% +$1.05K 0.21% 37
2022
Q2 		$216K Buy
11,100
+300
+3% +$6.41K 0.2% 37
2022
Q1 		$256K Buy
10,800
+828
+8% +$19.5K 0.19% 45
2021
Q4 		$255K Buy
9,972
+476
+5% +$12.3K 0.18% 45
2021
Q3 		$238K Buy
9,496
+260
+3% +$6.6K 0.18% 43
2021
Q2 		$241K Sell
9,236
-584
-6% -$14.9K 0.18% 43
2021
Q1 		$245K Sell
9,820
-1,540
-14% -$37.9K 0.19% 42
2020
Q4 		$253K Sell
11,360
-3,556
-24% -$70.8K 0.19% 43
2020
Q3 		$255K Sell
14,916
-336
-2% -$5.79K 0.21% 42
2020
Q2 		$249K Sell
15,252
-2,936
-16% -$44K 0.2% 41
2020
Q1 		$234K Buy
18,188
+2,620
+17% +$44.5K 0.21% 40
2019
Q4 		$294K Buy
15,568
+1,000
+7% +$18.1K 0.2% 39
2019
Q3 		$254K Buy
14,568
+1,100
+8% +$19.4K 0.19% 41
2019
Q2 		$241K Buy
13,468
+1,268
+10% +$22.4K 0.18% 43
2019
Q1 		$213K Buy
+12,200
New +$209K 0.17% 45
2018
Q4 		– Sell
-12,832
Closed -$244K – 53
2018
Q3 		$244K Buy
12,832
+404
+3% +$7.7K 0.22% 36
2018
Q2 		$229K Buy
+12,428
New +$225K 0.22% 37

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

Broadview Financial Management's SCHA Position: Q1 2026 in Review

Broadview Financial Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.11% in Q1 2026, buying an estimated $240 and bringing the position to 7,154 shares worth $208K. The position accounts for 0.14% of the portfolio, ranked #39.

Broadview Financial Management first reported a position in SCHA in Q2 2018 and has held it in 24 quarters since. The position peaked at $294K in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Broadview Financial Management held 7,154 shares of Schwab U.S Small- Cap ETF worth $208K as of Q1 2026.
  • Broadview Financial Management bought 8 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $240.
  • Schwab U.S Small- Cap ETF made up 0.14% of Broadview Financial Management's portfolio in Q1 2026, its #39 holding.
  • Broadview Financial Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 24 quarters since.
  • Broadview Financial Management's Schwab U.S Small- Cap ETF position peaked at $294K in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Broadview Financial Management's 13F filing for Q1 2026, filed 4 May 2026.