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

Clearstead 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 		$2.25M Buy
77,407
+2,297
+3% +$68.9K 0.02% 338
2025
Q4 		$2.14M Sell
75,110
-372
-0.5% -$10.5K 0.03% 319
2025
Q3 		$2.11M Sell
75,482
-2,162
-3% -$57.8K 0.03% 316
2025
Q2 		$1.96M Sell
77,644
-1,243
-2% -$29.4K 0.03% 322
2025
Q1 		$1.85M Buy
78,887
+2,931
+4% +$74.7K 0.03% 311
2024
Q4 		$1.96M Buy
75,956
+6,954
+10% +$185K 0.03% 295
2024
Q3 		$1.78M Buy
69,002
+7,660
+12% +$190K 0.03% 318
2024
Q2 		$1.46M Buy
61,342
+21,154
+53% +$501K 0.02% 322
2024
Q1 		$966K Buy
40,188
+13,238
+49% +$310K 0.05% 231
2023
Q4 		$637K Sell
26,950
-11,492
-30% -$242K 0.03% 281
2023
Q3 		$796K Buy
38,442
+25,756
+203% +$565K 0.02% 337
2023
Q2 		$278K Buy
12,686
+3,854
+44% +$80.3K 0.02% 387
2023
Q1 		$185K Sell
8,832
-1,108
-11% -$23.8K 0.01% 407
2022
Q4 		$201K Buy
9,940
+2,192
+28% +$44.9K 0.02% 381
2022
Q3 		$146K Buy
7,748
+752
+11% +$15.7K 0.01% 406
2022
Q2 		$136K Buy
6,996
+3,902
+126% +$83.4K 0.01% 442
2022
Q1 		$73K Buy
3,094
+322
+12% +$7.6K 0.01% 610
2021
Q4 		$71K Buy
2,772
+1,316
+90% +$34K ﹤0.01% 600
2021
Q3 		$36K Buy
1,456
+768
+112% +$19.5K ﹤0.01% 664
2021
Q2 		$18K Hold
688
– – ﹤0.01% 718
2021
Q1 		$17K Sell
688
-60
-8% -$1.48K ﹤0.01% 708
2020
Q4 		$17K Buy
748
+48
+7% +$956 ﹤0.01% 651
2020
Q3 		$12K Hold
700
– – ﹤0.01% 646
2020
Q2 		$11K Sell
700
-48,000
-99% -$719K ﹤0.01% 595
2020
Q1 		$627K Buy
+48,700
New +$828K 0.09% 144
2019
Q1 		– Sell
-72,556
Closed -$1.1M – 260
2018
Q4 		$1.1M Buy
+72,556
New +$1.23M 0.17% 99

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

Clearstead Advisors's SCHA Position: Q1 2026 in Review

Clearstead Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.1% in Q1 2026, buying an estimated $68.9K and bringing the position to 77,407 shares worth $2.25M. The position accounts for 0.02% of the portfolio, ranked #338.

Clearstead Advisors first reported a position in SCHA in Q4 2018 and has held it in 26 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Clearstead Advisors held 77,407 shares of Schwab U.S Small- Cap ETF worth $2.25M as of Q1 2026.
  • Clearstead Advisors bought 2,297 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $68.9K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Clearstead Advisors's portfolio in Q1 2026, its #338 holding.
  • Clearstead Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.