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Burk Holdings’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Burk Holdings’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 		$179K Buy
+6,151
New +$184K 0.08% 79

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

Burk Holdings's SCHA Position: Q1 2026 in Review

Burk Holdings opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 6,151 shares worth $179K. The stake represents 0.08% of the portfolio and ranks #79 among its holdings.

1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Burk Holdings held 6,151 shares of Schwab U.S Small- Cap ETF worth $179K as of Q1 2026.
  • Schwab U.S Small- Cap ETF was a new Burk Holdings position in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.08% of Burk Holdings's portfolio in Q1 2026, its #79 holding.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.