CacheTech Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CacheTech Inc’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	$369K	Hold	12,705	–	–	0.07%	119
2025 Q4	$362K	Sell	12,705 -8,794	-41%	-$248K	0.07%	142
2025 Q3	$600K	Sell	21,499 -144,494	-87%	-$3.86M	0.12%	90
2025 Q2	$4.2M	Buy	165,993 +4,001	+2%	+$94.6K	0.77%	32
2025 Q1	$3.8M	Buy	161,992 +13,179	+9%	+$336K	0.74%	33
2024 Q4	$3.85M	Buy	148,813 +1,523	+1%	+$40.5K	0.72%	29
2024 Q3	$3.79M	Buy	147,290 +9,004	+7%	+$224K	0.81%	25
2024 Q2	$3.28M	Buy	+138,286	New	+$3.28M	0.76%	26

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CacheTech Inc's SCHA Position: Q1 2026 in Review

CacheTech Inc held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 12,705 shares worth $369K. The position accounts for 0.07% of the portfolio, ranked #119.

CacheTech Inc first reported a position in SCHA in Q2 2024 and has held it in 8 quarters since. The position peaked at $4.2M in Q2 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

CacheTech Inc held 12,705 shares of Schwab U.S Small- Cap ETF worth $369K as of Q1 2026.
CacheTech Inc left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.07% of CacheTech Inc's portfolio in Q1 2026, its #119 holding.
CacheTech Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 8 quarters since.
CacheTech Inc's Schwab U.S Small- Cap ETF position peaked at $4.2M in Q2 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on CacheTech Inc's 13F filing for Q1 2026, filed 12 May 2026.