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Claro Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Claro Advisors’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 		$1.18M Buy
40,690
+2,870
+8% +$86K 0.14% 132
2025
Q4 		$1.08M Sell
37,820
-4,560
-11% -$129K 0.15% 121
2025
Q3 		$1.18M Buy
42,380
+261
+0.6% +$6.98K 0.17% 107
2025
Q2 		$1.07M Buy
42,119
+245
+0.6% +$5.79K 0.18% 109
2025
Q1 		$981K Sell
41,874
-155
-0.4% -$3.95K 0.13% 146
2024
Q4 		$1.09M Buy
42,029
+461
+1% +$12.3K 0.15% 130
2024
Q3 		$1.07M Buy
41,568
+908
+2% +$22.5K 0.14% 144
2024
Q2 		$965K Buy
40,660
+2,268
+6% +$53.8K 0.15% 132
2024
Q1 		$945K Buy
38,392
+2,018
+6% +$47.3K 0.16% 141
2023
Q4 		$859K Buy
36,374
+1,484
+4% +$31.3K 0.19% 128
2023
Q3 		$723K Sell
34,890
-104
-0.3% -$2.28K 0.18% 134
2023
Q2 		$766K Buy
34,994
+3,044
+10% +$63.4K 0.19% 134
2023
Q1 		$670K Buy
+31,950
New +$687K 0.2% 126
2022
Q2 		– Sell
-4,200
Closed -$215K – 315
2022
Q1 		$215K Sell
4,200
-4,200
-50% -$99.1K 0.08% 253
2021
Q4 		$215K Buy
+8,400
New +$217K 0.08% 253

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

Claro Advisors's SCHA Position: Q1 2026 in Review

Claro Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.6% in Q1 2026, buying an estimated $86K and bringing the position to 40,690 shares worth $1.18M. The position accounts for 0.14% of the portfolio, ranked #132.

Claro Advisors first reported a position in SCHA in Q4 2021 and has held it in 15 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Claro Advisors held 40,690 shares of Schwab U.S Small- Cap ETF worth $1.18M as of Q1 2026.
  • Claro Advisors bought 2,870 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $86K.
  • Schwab U.S Small- Cap ETF made up 0.14% of Claro Advisors's portfolio in Q1 2026, its #132 holding.
  • Claro Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.