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

Clear Point 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	$939K	Buy	32,287 +73	+0.2%	+$2.19K	0.73%	29
2025 Q4	$917K	Sell	32,214 -1,453	-4%	-$41K	0.71%	40
2025 Q3	$939K	Sell	33,667 -843	-2%	-$22.5K	0.73%	38
2025 Q2	$873K	Sell	34,510 -1,325	-4%	-$31.3K	0.74%	37
2025 Q1	$840K	Sell	35,835 -377	-1%	-$9.61K	0.75%	38
2024 Q4	$936K	Buy	36,212 +66	+0.2%	+$1.76K	0.8%	35
2024 Q3	$931K	Sell	36,146 -564	-2%	-$14K	0.72%	35
2024 Q2	$871K	Hold	36,710	–	–	0.72%	35
2024 Q1	$904K	Sell	36,710 -792	-2%	-$18.6K	0.74%	37
2023 Q4	$884K	Buy	+37,502	New	+$790K	0.78%	34

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

Clear Point Advisors's SCHA Position: Q1 2026 in Review

Clear Point Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.23% in Q1 2026, buying an estimated $2.19K and bringing the position to 32,287 shares worth $939K. The position accounts for 0.73% of the portfolio, ranked #29.

Clear Point Advisors first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $939K in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Clear Point Advisors held 32,287 shares of Schwab U.S Small- Cap ETF worth $939K as of Q1 2026.
Clear Point Advisors bought 73 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $2.19K.
Schwab U.S Small- Cap ETF made up 0.73% of Clear Point Advisors's portfolio in Q1 2026, its #29 holding.
Clear Point Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Clear Point Advisors's Schwab U.S Small- Cap ETF position peaked at $939K in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Clear Point Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.