Cascade Financial Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cascade Financial 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	$453K	Buy	15,576 +5,041	+48%	+$151K	0.05%	170
2025 Q4	$300K	Sell	10,535 -183	-2%	-$5.17K	0.03%	206
2025 Q3	$299K	Buy	10,718 +181	+2%	+$4.84K	0.03%	206
2025 Q2	$267K	Buy	10,537 +2	+0%	+$47	0.03%	218
2025 Q1	$247K	Buy	10,535 +1	+0%	+$25	0.03%	213
2024 Q4	$272K	Sell	10,534 -10,528	-50%	-$280K	0.04%	198
2024 Q3	$272K	Buy	21,062 +10,482	+99%	+$260K	0.03%	197
2024 Q2	$251K	Buy	10,580 +64	+0.6%	+$1.52K	0.03%	196
2024 Q1	$245K	Buy	+10,516	New	+$246K	0.04%	197

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

Cascade Financial Partners's SCHA Position: Q1 2026 in Review

Cascade Financial Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 48% in Q1 2026, buying an estimated $151K and bringing the position to 15,576 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #170.

Cascade Financial Partners first reported a position in SCHA in Q1 2024 and has held it in 9 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Cascade Financial Partners held 15,576 shares of Schwab U.S Small- Cap ETF worth $453K as of Q1 2026.
Cascade Financial Partners bought 5,041 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $151K.
Schwab U.S Small- Cap ETF made up 0.05% of Cascade Financial Partners's portfolio in Q1 2026, its #170 holding.
Cascade Financial Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 9 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.