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Camelot Portfolios’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Camelot Portfolios’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 		– Sell
-1,821
Closed -$51.9K – 465
2025
Q4 		$51.9K Buy
+1,821
New +$51.4K 0.03% 309
2025
Q3 		– Sell
-11,100
Closed -$281K – 219
2025
Q2 		$281K Hold
11,100
– – 0.17% 153
2025
Q1 		$260K Buy
+11,100
New +$283K 0.16% 163
2024
Q3 		– Sell
-11,450
Closed -$272K – 476
2024
Q2 		$272K Buy
+11,450
New +$271K 0.15% 144
2024
Q1 		– Sell
-11,450
Closed -$270K – 197
2023
Q4 		$270K Buy
+11,450
New +$241K 0.16% 143
2023
Q3 		– Sell
-11,450
Closed -$251K – 188
2023
Q2 		$251K Buy
+11,450
New +$239K 0.16% 153
2022
Q4 		– Sell
-12,294
Closed -$232K – 198
2022
Q3 		$232K Sell
12,294
-19,096
-61% -$399K 0.22% 121
2022
Q2 		$612K Sell
31,390
-1,670
-5% -$35.7K 0.37% 88
2022
Q1 		$783K Sell
33,060
-6,708
-17% -$158K 0.39% 86
2021
Q4 		$1.02M Buy
39,768
+2,316
+6% +$59.9K 0.41% 75
2021
Q3 		$937K Buy
37,452
+1,408
+4% +$35.8K 0.48% 58
2021
Q2 		$939K Sell
36,044
-124
-0.3% -$3.17K 0.38% 80
2021
Q1 		$901K Sell
36,168
-4,396
-11% -$108K 0.37% 83
2020
Q4 		$903K Sell
40,564
-872
-2% -$17.4K 0.47% 64
2020
Q3 		$708K Buy
41,436
+1,756
+4% +$30.2K 0.44% 68
2020
Q2 		$648K Buy
39,680
+7,948
+25% +$119K 0.42% 67
2020
Q1 		$409K Buy
31,732
+12,248
+63% +$208K 0.23% 115
2019
Q4 		$368K Buy
19,484
+588
+3% +$10.6K 0.15% 150
2019
Q3 		$329K Sell
18,896
-4,952
-21% -$87.4K 0.16% 152
2019
Q2 		$426K Sell
23,848
-10,208
-30% -$181K 0.18% 143
2019
Q1 		$595K Buy
34,056
+15,384
+82% +$263K 0.25% 119
2018
Q4 		$283K Buy
18,672
+7,024
+60% +$119K 0.13% 170
2018
Q3 		$222K Buy
+11,648
New +$222K 0.1% 186

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Camelot Portfolios's SCHA Position: Q1 2026 in Review

Camelot Portfolios sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 1,821 shares — an estimated $51.9K sold.

Camelot Portfolios first reported a position in SCHA in Q3 2018 and held it in 23 quarters. The position peaked at $1.02M in Q4 2021. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Camelot Portfolios reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Camelot Portfolios sold 1,821 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $51.9K.
  • Camelot Portfolios first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 23 quarters.
  • Camelot Portfolios's Schwab U.S Small- Cap ETF position peaked at $1.02M in Q4 2021.
  • 1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.