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Columbia Advisory Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Columbia Advisory Partners’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 		– Sell
-12,206
Closed -$341K – 97
2025
Q3 		$341K Sell
12,206
-3,680
-23% -$98.4K 0.24% 60
2025
Q2 		$402K Sell
15,886
-22
-0.1% -$520 0.3% 51
2025
Q1 		$373K Sell
15,908
-440
-3% -$11.2K 0.32% 45
2024
Q4 		$423K Sell
16,348
-4
-0% -$106 0.39% 37
2024
Q3 		$421K Sell
16,352
-14,644
-47% -$364K 0.4% 32
2024
Q2 		$735K Sell
30,996
-18,586
-37% -$441K 0.72% 25
2024
Q1 		$1.22M Buy
49,582
+13,420
+37% +$314K 1.24% 12
2023
Q4 		$854K Buy
36,162
+776
+2% +$16.4K 0.88% 19
2023
Q3 		$733K Sell
35,386
-394
-1% -$8.65K 0.8% 21
2023
Q2 		$784K Sell
35,780
-650
-2% -$13.5K 0.84% 16
2023
Q1 		$764K Sell
36,430
-18,046
-33% -$388K 0.72% 23
2022
Q4 		$1.1M Sell
54,476
-4,268
-7% -$87.5K 1.05% 11
2022
Q3 		$1.11M Sell
58,744
-18,406
-24% -$385K 1.35% 10
2022
Q2 		$1.5M Buy
77,150
+2,958
+4% +$63.2K 1.72% 10
2022
Q1 		$1.76M Sell
74,192
-320,520
-81% -$7.57M 1.76% 10
2021
Q4 		$10.1M Buy
+394,712
New +$10.2M 10.07% 5

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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 $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Columbia Advisory Partners's SCHA Position: Q4 2025 in Review

Columbia Advisory Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 12,206 shares — an estimated $341K sold.

Columbia Advisory Partners first reported a position in SCHA in Q4 2021 and held it in 16 quarters. The position peaked at $10.1M in Q4 2021. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Columbia Advisory Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Columbia Advisory Partners sold 12,206 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $341K.
  • Columbia Advisory Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 16 quarters.
  • Columbia Advisory Partners's Schwab U.S Small- Cap ETF position peaked at $10.1M in Q4 2021.
  • 1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Columbia Advisory Partners's 13F filing for Q4 2025, filed 22 Jan 2026.