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CFC Planning Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

CFC Planning Company’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 		$1.1M Buy
37,980
+7,804
+26% +$234K 0.79% 34
2025
Q4 		$859K Buy
30,176
+14,303
+90% +$404K 0.65% 44
2025
Q3 		$443K Buy
15,873
+5,365
+51% +$143K 0.36% 48
2025
Q2 		$266K Buy
10,508
+1,542
+17% +$36.5K 0.25% 56
2025
Q1 		$210K Sell
8,966
-23
-0.3% -$586 0.22% 74
2024
Q4 		$232K Buy
+8,989
New +$239K 0.25% 58

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

CFC Planning Company's SCHA Position: Q1 2026 in Review

CFC Planning Company increased its Schwab U.S Small- Cap ETF (SCHA) stake by 26% in Q1 2026, buying an estimated $234K and bringing the position to 37,980 shares worth $1.1M. The position accounts for 0.79% of the portfolio, ranked #34.

CFC Planning Company first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • CFC Planning Company held 37,980 shares of Schwab U.S Small- Cap ETF worth $1.1M as of Q1 2026.
  • CFC Planning Company bought 7,804 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $234K.
  • Schwab U.S Small- Cap ETF made up 0.79% of CFC Planning Company's portfolio in Q1 2026, its #34 holding.
  • CFC Planning Company first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.