Cassaday & Co Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cassaday & Co Wealth Management’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	$48.7K	Buy	+1,674	New	+$50.2K	﹤0.01%	616

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

Cassaday & Co Wealth Management's SCHA Position: Q1 2026 in Review

Cassaday & Co Wealth Management opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 1,674 shares worth $48.7K. The stake represents ﹤0.01% of the portfolio and ranks #616 among its holdings.

1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Cassaday & Co Wealth Management held 1,674 shares of Schwab U.S Small- Cap ETF worth $48.7K as of Q1 2026.
Schwab U.S Small- Cap ETF was a new Cassaday & Co Wealth Management position in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #616 holding.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.