CIP
SCHA icon

Capital Insight Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capital Insight Partners’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
-64,376
Closed -$1.83M – 88
2025
Q4 		$1.83M Sell
64,376
-10,765
-14% -$304K 0.39% 65
2025
Q3 		$2.1M Buy
75,141
+8,174
+12% +$219K 0.35% 68
2025
Q2 		$1.69M Sell
66,967
-46,686
-41% -$1.1M 0.29% 77
2025
Q1 		$2.66M Sell
113,653
-20,433
-15% -$521K 0.46% 63
2024
Q4 		$3.47M Buy
134,086
+450
+0.3% +$12K 0.6% 55
2024
Q3 		$3.44M Sell
133,636
-2,228
-2% -$55.3K 0.6% 59
2024
Q2 		$3.22M Sell
135,864
-122
-0.1% -$2.89K 0.61% 59
2024
Q1 		$3.35M Buy
135,986
+6,776
+5% +$159K 0.63% 58
2023
Q4 		$3.05M Buy
129,210
+406
+0.3% +$8.56K 0.62% 55
2023
Q3 		$2.67M Buy
128,804
+6,438
+5% +$141K 0.61% 54
2023
Q2 		$2.68M Buy
122,366
+8
+0% +$167 0.6% 55
2023
Q1 		$2.57M Buy
122,358
+1,248
+1% +$26.8K 0.6% 58
2022
Q4 		$2.45M Buy
121,110
+18,966
+19% +$389K 0.64% 56
2022
Q3 		$1.93M Sell
102,144
-2,366
-2% -$49.5K 0.52% 69
2022
Q2 		$2.04M Buy
104,510
+6,148
+6% +$131K 0.48% 69
2022
Q1 		$2.33M Buy
98,362
+990
+1% +$23.4K 0.48% 70
2021
Q4 		$2.49M Buy
97,372
+11,620
+14% +$301K 0.51% 70
2021
Q3 		$2.15M Buy
85,752
+7,608
+10% +$193K 0.47% 81
2021
Q2 		$2.04M Buy
78,144
+5,612
+8% +$143K 0.46% 83
2021
Q1 		$1.81M Buy
72,532
+2,144
+3% +$52.7K 0.44% 85
2020
Q4 		$1.57M Sell
70,388
-7,640
-10% -$152K 0.39% 92
2020
Q3 		$1.33M Buy
78,028
+72
+0.1% +$1.24K 0.37% 94
2020
Q2 		$1.27M Sell
77,956
-1,432
-2% -$21.4K 0.4% 89
2020
Q1 		$1.02M Buy
79,388
+11,440
+17% +$194K 0.54% 63
2019
Q4 		$1.28M Buy
+67,948
New +$1.23M 0.59% 52

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 Insight Partners's SCHA Position: Q1 2026 in Review

Capital Insight Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 64,376 shares — an estimated $1.83M sold.

Capital Insight Partners first reported a position in SCHA in Q4 2019 and held it in 25 quarters. The position peaked at $3.47M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Capital Insight Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Capital Insight Partners sold 64,376 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.83M.
  • Capital Insight Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and held it in 25 quarters.
  • Capital Insight Partners's Schwab U.S Small- Cap ETF position peaked at $3.47M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.