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Coastline Complete Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Coastline Complete Wealth’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 		$1.17M Buy
40,369
+1,549
+4% +$46.4K 0.73% 29
2025
Q4 		$1.11M Buy
+38,820
New +$1.1M 0.7% 26

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Coastline Complete Wealth's SCHA Position: Q1 2026 in Review

Coastline Complete Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4% in Q1 2026, buying an estimated $46.4K and bringing the position to 40,369 shares worth $1.17M. The position accounts for 0.73% of the portfolio, ranked #29.

Coastline Complete Wealth first reported a position in SCHA in Q4 2025 and has held it in 2 quarters since. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Coastline Complete Wealth held 40,369 shares of Schwab U.S Small- Cap ETF worth $1.17M as of Q1 2026.
  • Coastline Complete Wealth bought 1,549 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $46.4K.
  • Schwab U.S Small- Cap ETF made up 0.73% of Coastline Complete Wealth's portfolio in Q1 2026, its #29 holding.
  • Coastline Complete Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Coastline Complete Wealth's 13F filing for Q1 2026, filed 22 May 2026.