CBIZ Investment Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CBIZ Investment Advisory Services’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	-1,588	Closed	-$45.2K	–	685
2025 Q4	$45.2K	Hold	1,588	–	–	﹤0.01%	152
2025 Q3	$44.3K	Hold	1,588	–	–	﹤0.01%	140
2025 Q2	$40.2K	Hold	1,588	–	–	﹤0.01%	157
2025 Q1	$37.2K	Hold	1,588	–	–	﹤0.01%	143
2024 Q4	$41.1K	Hold	1,588	–	–	﹤0.01%	124
2024 Q3	$40.9K	Hold	1,588	–	–	﹤0.01%	124
2024 Q2	$37.8K	Buy	+1,588	New	+$37.6K	﹤0.01%	118
2020 Q4	–	Hold	0	–	–	–	88
2020 Q3	–	Hold	0	–	–	–	57
2020 Q2	–	Hold	0	–	–	–	65
2020 Q1	–	Hold	0	–	–	–	76
2019 Q4	–	Hold	0	–	–	–	76

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

CBIZ Investment Advisory Services's SCHA Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 1,588 shares — an estimated $45.2K sold.

CBIZ Investment Advisory Services first reported a position in SCHA in Q2 2024 and held it in 7 quarters. The position peaked at $45.2K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

CBIZ Investment Advisory Services reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
CBIZ Investment Advisory Services sold 1,588 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $45.2K.
CBIZ Investment Advisory Services first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and held it in 7 quarters.
CBIZ Investment Advisory Services's Schwab U.S Small- Cap ETF position peaked at $45.2K in Q4 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.