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Capital Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Capital Investment Advisors’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 		$641K Buy
22,042
+2,366
+12% +$70.9K 0.01% 428
2025
Q4 		$560K Sell
19,676
-282
-1% -$7.96K 0.01% 458
2025
Q3 		$557K Buy
19,958
+4,907
+33% +$131K 0.01% 452
2025
Q2 		$381K Sell
15,051
-82
-0.5% -$1.94K 0.01% 506
2025
Q1 		$355K Buy
15,133
+5,283
+54% +$135K 0.01% 505
2024
Q4 		$255K Buy
9,850
+600
+6% +$16K 0.01% 560
2024
Q3 		$238K Sell
9,250
-110
-1% -$2.73K ﹤0.01% 577
2024
Q2 		$222K Buy
9,360
+654
+8% +$15.5K 0.01% 568
2024
Q1 		$214K Sell
8,706
-3,120
-26% -$73.1K 0.01% 572
2023
Q4 		$279K Buy
11,826
+288
+2% +$6.07K 0.01% 486
2023
Q3 		$239K Buy
11,538
+870
+8% +$19.1K 0.01% 511
2023
Q2 		$234K Buy
10,668
+868
+9% +$18.1K 0.01% 483
2023
Q1 		$205K Sell
9,800
-3,092
-24% -$66.5K 0.01% 520
2022
Q4 		$261K Buy
+12,892
New +$264K 0.01% 471
2022
Q1 		– Sell
-8,120
Closed -$208K – 613
2021
Q4 		$208K Buy
+8,120
New +$210K 0.01% 558
2019
Q2 		– Sell
-12,452
Closed -$218K – 520
2019
Q1 		$218K Sell
12,452
-1,384
-10% -$23.7K 0.01% 441
2018
Q4 		$210K Buy
13,836
+2,224
+19% +$37.6K 0.01% 430
2018
Q3 		$221K Sell
11,612
-328
-3% -$6.25K 0.01% 444
2018
Q2 		$220K Buy
+11,940
New +$216K 0.01% 436

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 Investment Advisors's SCHA Position: Q1 2026 in Review

Capital Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 12% in Q1 2026, buying an estimated $70.9K and bringing the position to 22,042 shares worth $641K. The position accounts for 0.01% of the portfolio, ranked #428.

Capital Investment Advisors first reported a position in SCHA in Q2 2018 and has held it in 19 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Capital Investment Advisors held 22,042 shares of Schwab U.S Small- Cap ETF worth $641K as of Q1 2026.
  • Capital Investment Advisors bought 2,366 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $70.9K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #428 holding.
  • Capital Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 19 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.