CA
SCHA icon

Clune & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Clune & Associates’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 		– Sell
-10,386
Closed -$296K – 174
2025
Q4 		$296K Buy
10,386
+79
+0.8% +$2.23K 0.06% 137
2025
Q3 		$288K Buy
10,307
+142
+1% +$3.8K 0.07% 127
2025
Q2 		$257K Buy
10,165
+97
+1% +$2.29K 0.07% 131
2025
Q1 		$236K Buy
10,068
+198
+2% +$5.05K 0.07% 128
2024
Q4 		$255K Buy
+9,870
New +$263K 0.08% 122

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

Clune & Associates's SCHA Position: Q1 2026 in Review

Clune & Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 10,386 shares — an estimated $296K sold.

Clune & Associates first reported a position in SCHA in Q4 2024 and held it in 5 quarters. The position peaked at $296K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Clune & Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Clune & Associates sold 10,386 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $296K.
  • Clune & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 5 quarters.
  • Clune & Associates's Schwab U.S Small- Cap ETF position peaked at $296K in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Clune & Associates's 13F filing for Q1 2026, filed 20 Apr 2026.