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Cassady Wealth & Retirement Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cassady Wealth & Retirement Planning’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 		$687K Sell
21,190
-935
-4% -$28K 0.36% 58
2025
Q4 		$630K Buy
+22,125
New +$625K 0.41% 61

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

Cassady Wealth & Retirement Planning's SCHA Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.2% in Q1 2026, selling an estimated $28K and leaving 21,190 shares worth $687K. The position accounts for 0.36% of the portfolio, ranked #58.

Cassady Wealth & Retirement Planning first reported a position in SCHA in Q4 2025 and has held it in 2 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Cassady Wealth & Retirement Planning held 21,190 shares of Schwab U.S Small- Cap ETF worth $687K as of Q1 2026.
  • Cassady Wealth & Retirement Planning sold 935 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $28K.
  • Schwab U.S Small- Cap ETF made up 0.36% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #58 holding.
  • Cassady Wealth & Retirement Planning first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.