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Columbia River Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Columbia River Financial Group’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
Q2 		– Sell
-1,270
Closed -$29K – 100
2025
Q1 		$29K Buy
+1,270
New +$32.4K 0.02% 98

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Northwestern Mutual Wealth Management
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Wealth Enhancement Advisory Services
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Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 River Financial Group's SCHA Position: Q2 2025 in Review

Columbia River Financial Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 1,270 shares — an estimated $29K sold.

Columbia River Financial Group first reported a position in SCHA in Q1 2025 and held it in 1 quarter. The position peaked at $29K in Q1 2025. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Columbia River Financial Group reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 1,270 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $29K.
  • Columbia River Financial Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Schwab U.S Small- Cap ETF position peaked at $29K in Q1 2025.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.