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Code Waechter’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Code Waechter’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 		$2.31M Sell
79,528
-863
-1% -$25.9K 1.37% 14
2025
Q4 		$2.29M Sell
80,391
-230
-0.3% -$6.5K 1.47% 14
2025
Q3 		$2.27M Sell
80,621
-9,458
-10% -$253K 1.48% 15
2025
Q2 		$2.28M Sell
90,079
-5,685
-6% -$134K 1.62% 14
2025
Q1 		$2.24M Buy
95,764
+13,131
+16% +$335K 1.85% 13
2024
Q4 		$2.14M Sell
82,633
-315
-0.4% -$8.38K 1.86% 12
2024
Q3 		$2.14M Buy
+82,948
New +$2.06M 2.04% 11

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

Code Waechter's SCHA Position: Q1 2026 in Review

Code Waechter reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q1 2026, selling an estimated $25.9K and leaving 79,528 shares worth $2.31M. The position accounts for 1.37% of the portfolio, ranked #14.

Code Waechter first reported a position in SCHA in Q3 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Code Waechter held 79,528 shares of Schwab U.S Small- Cap ETF worth $2.31M as of Q1 2026.
  • Code Waechter sold 863 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $25.9K.
  • Schwab U.S Small- Cap ETF made up 1.37% of Code Waechter's portfolio in Q1 2026, its #14 holding.
  • Code Waechter first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Code Waechter's 13F filing for Q1 2026, filed 15 Apr 2026.