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

Cerity 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 		$112M Buy
3,844,244
+87,162
+2% +$2.61M 0.16% 128
2025
Q4 		$107M Sell
3,757,082
-19,525
-0.5% -$551K 0.16% 131
2025
Q3 		$105M Sell
3,776,607
-113,924
-3% -$3.05M 0.17% 116
2025
Q2 		$98.4M Sell
3,890,531
-893,342
-19% -$21.1M 0.18% 121
2025
Q1 		$112M Buy
4,783,873
+137,074
+3% +$3.49M 0.23% 94
2024
Q4 		$120M Buy
4,646,799
+125,685
+3% +$3.34M 0.26% 82
2024
Q3 		$116M Buy
4,521,114
+642,332
+17% +$15.9M 0.26% 81
2024
Q2 		$92M Buy
3,878,782
+55,068
+1% +$1.31M 0.24% 85
2024
Q1 		$94.1M Sell
3,823,714
-29,697,144
-89% -$696M 0.25% 84
2023
Q4 		$87.4M Buy
33,520,858
+29,600,064
+755% +$624M 0.29% 81
2023
Q3 		$81.2M Buy
3,920,794
+2,704,554
+222% +$59.3M 0.39% 61
2023
Q2 		$26.6M Buy
1,216,240
+678,972
+126% +$14.2M 0.1% 189
2023
Q1 		$11.3M Buy
537,268
+28,062
+6% +$603K 0.03% 334
2022
Q4 		$10.3M Buy
509,206
+39,054
+8% +$800K 0.07% 258
2022
Q3 		$8.89M Sell
470,152
-18,462
-4% -$386K 0.11% 173
2022
Q2 		$9.5M Buy
488,614
+120,106
+33% +$2.57M 0.11% 169
2022
Q1 		$8.73M Sell
368,508
-14,264
-4% -$337K 0.14% 134
2021
Q4 		$9.8M Buy
382,772
+324,976
+562% +$8.41M 0.15% 124
2021
Q3 		$1.45M Buy
57,796
+5,460
+10% +$139K 0.03% 311
2021
Q2 		$1.36M Buy
52,336
+1,812
+4% +$46.3K 0.03% 320
2021
Q1 		$1.26M Buy
50,524
+2,884
+6% +$70.9K 0.03% 316
2020
Q4 		$1.06M Buy
47,640
+32,832
+222% +$654K 0.03% 297
2020
Q3 		$253K Buy
14,808
+1,844
+14% +$31.7K 0.01% 428
2020
Q2 		$212K Buy
+12,964
New +$194K 0.01% 413
2020
Q1 		– Sell
-12,980
Closed -$245K – 506
2019
Q4 		$245K Buy
12,980
+224
+2% +$4.05K 0.01% 464
2019
Q3 		$222K Buy
12,756
+116
+0.9% +$2.05K 0.01% 439
2019
Q2 		$226K Sell
12,640
-740
-6% -$13.1K 0.01% 435
2019
Q1 		$234K Buy
+13,380
New +$229K 0.02% 466
2018
Q4 		– Sell
-11,372
Closed -$217K – 550
2018
Q3 		$217K Buy
+11,372
New +$217K 0.02% 497

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cerity Partners's SCHA Position: Q1 2026 in Review

Cerity Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q1 2026, buying an estimated $2.61M and bringing the position to 3,844,244 shares worth $112M. The position accounts for 0.16% of the portfolio, ranked #128.

Cerity Partners first reported a position in SCHA in Q3 2018 and has held it in 29 quarters since. The position peaked at $120M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Cerity Partners held 3,844,244 shares of Schwab U.S Small- Cap ETF worth $112M as of Q1 2026.
  • Cerity Partners bought 87,162 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $2.61M.
  • Schwab U.S Small- Cap ETF made up 0.16% of Cerity Partners's portfolio in Q1 2026, its #128 holding.
  • Cerity Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and has held it in 29 quarters since.
  • Cerity Partners's Schwab U.S Small- Cap ETF position peaked at $120M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.