BWM
SCHA icon

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

Brown 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
Q4 		– Sell
-216,374
Closed -$6.04M – 115
2025
Q3 		$6.04M Sell
216,374
-4,814
-2% -$129K 1.7% 15
2025
Q2 		$5.6M Buy
221,188
+35,298
+19% +$834K 1.74% 16
2025
Q1 		$4.36M Sell
185,890
-4,172
-2% -$106K 1.5% 16
2024
Q4 		$4.92M Buy
190,062
+1,420
+0.8% +$37.8K 1.74% 15
2024
Q3 		$4.86M Buy
188,642
+11,374
+6% +$282K 1.75% 14
2024
Q2 		$4.21M Buy
177,268
+3,244
+2% +$76.9K 1.7% 15
2024
Q1 		$4.28M Sell
174,024
-412
-0.2% -$9.65K 1.77% 15
2023
Q4 		$4.12M Sell
174,436
-149,104
-46% -$3.14M 1.82% 14
2023
Q3 		$6.7M Buy
323,540
+95,564
+42% +$2.1M 3.19% 11
2023
Q2 		$4.99M Buy
+227,976
New +$4.75M 2.58% 11

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Brown Wealth Management's SCHA Position: Q4 2025 in Review

Brown Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 216,374 shares — an estimated $6.04M sold.

Brown Wealth Management first reported a position in SCHA in Q2 2023 and held it in 10 quarters. The position peaked at $6.7M in Q3 2023. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Brown Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Brown Wealth Management sold 216,374 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $6.04M.
  • Brown Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 10 quarters.
  • Brown Wealth Management's Schwab U.S Small- Cap ETF position peaked at $6.7M in Q3 2023.
  • 1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Brown Wealth Management's 13F filing for Q4 2025, filed 6 Feb 2026.