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Capital Analysts LLC’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capital Analysts LLC’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 		$3.38M Sell
116,257
-50,453
-30% -$1.51M 0.09% 188
2025
Q4 		$4.75M Sell
166,710
-11,199
-6% -$316K 0.13% 133
2025
Q3 		$4.96M Buy
177,909
+3,532
+2% +$94.4K 0.14% 127
2025
Q2 		$4.41M Buy
174,377
+117,065
+204% +$2.77M 0.15% 122
2025
Q1 		$1.34M Sell
57,312
-3,610
-6% -$92K 0.05% 229
2024
Q4 		$1.57M Sell
60,922
-6,068
-9% -$161K 0.06% 206
2024
Q3 		$1.73M Buy
66,990
+2,692
+4% +$66.8K 0.07% 195
2024
Q2 		$1.53M Buy
64,298
+9,856
+18% +$234K 0.07% 200
2024
Q1 		$1.34M Sell
54,442
-2,386
-4% -$55.9K 0.06% 206
2023
Q4 		$1.34M Buy
56,828
+4,076
+8% +$85.9K 0.07% 200
2023
Q3 		$1.09M Buy
52,752
+2,962
+6% +$65K 0.06% 211
2023
Q2 		$1.09M Sell
49,790
-8,582
-15% -$179K 0.06% 213
2023
Q1 		$1.22M Buy
58,372
+2,880
+5% +$61.9K 0.07% 199
2022
Q4 		$1.12M Buy
55,492
+778
+1% +$15.9K 0.07% 202
2022
Q3 		$1.03M Buy
54,714
+8,156
+18% +$171K 0.07% 204
2022
Q2 		$908K Buy
46,558
+3,586
+8% +$76.7K 0.06% 218
2022
Q1 		$1.02M Sell
42,972
-760
-2% -$17.9K 0.06% 218
2021
Q4 		$1.12M Buy
43,732
+1,300
+3% +$33.6K 0.07% 211
2021
Q3 		$1.06M Buy
42,432
+1,940
+5% +$49.3K 0.07% 209
2021
Q2 		$1.05M Buy
40,492
+164
+0.4% +$4.19K 0.07% 206
2021
Q1 		$1M Buy
40,328
+7,040
+21% +$173K 0.07% 201
2020
Q4 		$741K Buy
33,288
+1,160
+4% +$23.1K 0.07% 175
2020
Q3 		$549K Buy
32,128
+28,512
+788% +$491K 0.05% 188
2020
Q2 		$59K Buy
3,616
+1,920
+113% +$28.8K 0.01% 355
2020
Q1 		$22K Hold
1,696
– – ﹤0.01% 439
2019
Q4 		$32K Hold
1,696
– – ﹤0.01% 447
2019
Q3 		$29K Buy
+1,696
New +$29.9K ﹤0.01% 447

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

Capital Analysts LLC's SCHA Position: Q1 2026 in Review

Capital Analysts LLC reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 30% in Q1 2026, selling an estimated $1.51M and leaving 116,257 shares worth $3.38M. The position accounts for 0.09% of the portfolio, ranked #188.

Capital Analysts LLC first reported a position in SCHA in Q3 2019 and has held it in 27 quarters since. The position peaked at $4.96M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Capital Analysts LLC held 116,257 shares of Schwab U.S Small- Cap ETF worth $3.38M as of Q1 2026.
  • Capital Analysts LLC sold 50,453 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.51M.
  • Schwab U.S Small- Cap ETF made up 0.09% of Capital Analysts LLC's portfolio in Q1 2026, its #188 holding.
  • Capital Analysts LLC first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • Capital Analysts LLC's Schwab U.S Small- Cap ETF position peaked at $4.96M in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.