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

Clearview Wealth 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
2025
Q4 		$996K Buy
34,971
+577
+2% +$16.3K 0.63% 36
2025
Q3 		$960K Buy
34,394
+962
+3% +$25.7K 0.61% 37
2025
Q2 		$846K Buy
33,432
+1,179
+4% +$27.9K 0.59% 40
2025
Q1 		$756K Buy
32,253
+685
+2% +$17.5K 0.56% 38
2024
Q4 		$816K Buy
31,568
+352
+1% +$9.37K 0.62% 37
2024
Q3 		$804K Buy
31,216
+3,248
+12% +$80.6K 0.62% 35
2024
Q2 		$664K Buy
+27,968
New +$663K 0.58% 40
2023
Q3 		– Sell
-4,886
Closed -$107K – 522
2023
Q2 		$107K Sell
4,886
-22
-0.4% -$459 0.11% 134
2023
Q1 		$103K Sell
4,908
-744
-13% -$16K 0.1% 145
2022
Q4 		$114K Sell
5,652
-1,366
-19% -$28K 0.09% 105
2022
Q3 		$133K Sell
7,018
-1,950
-22% -$40.8K 0.11% 94
2022
Q2 		$175K Sell
8,968
-85,444
-91% -$1.83M 0.13% 90
2022
Q1 		$2.24M Sell
94,412
-5,924
-6% -$140K 1.47% 15
2021
Q4 		$2.57M Buy
100,336
+3,688
+4% +$95.4K 1.57% 14
2021
Q3 		$2.42M Sell
96,648
-2,420
-2% -$61.5K 1.53% 14
2021
Q2 		$2.58M Buy
99,068
+12,216
+14% +$312K 1.59% 14
2021
Q1 		$2.16M Buy
+86,852
New +$2.14M 1.4% 15

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Clearview Wealth Advisors's SCHA Position: Q4 2025 in Review

Clearview Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.7% in Q4 2025, buying an estimated $16.3K and bringing the position to 34,971 shares worth $996K. The position accounts for 0.63% of the portfolio, ranked #36.

Clearview Wealth Advisors first reported a position in SCHA in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.58M in Q2 2021. 1,242 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Clearview Wealth Advisors held 34,971 shares of Schwab U.S Small- Cap ETF worth $996K as of Q4 2025.
  • Clearview Wealth Advisors bought 577 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $16.3K.
  • Schwab U.S Small- Cap ETF made up 0.63% of Clearview Wealth Advisors's portfolio in Q4 2025, its #36 holding.
  • Clearview Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 17 quarters since.
  • Clearview Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $2.58M in Q2 2021.
  • 1,242 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.