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Congress Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Congress Wealth Management’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 		$8.13M Buy
321,415
+15,374
+5% +$363K 0.08% 286
2025
Q1 		$7.18M Buy
306,041
+11,035
+4% +$281K 0.09% 267
2024
Q4 		$7.63M Buy
295,006
+6,154
+2% +$164K 0.1% 232
2024
Q3 		$7.44M Buy
288,852
+4,820
+2% +$120K 0.1% 244
2024
Q2 		$6.74M Sell
284,032
-2,614
-0.9% -$62K 0.11% 218
2024
Q1 		$7.06M Buy
286,646
+1,662
+0.6% +$38.9K 0.12% 195
2023
Q4 		$6.73M Buy
284,984
+4,564
+2% +$96.2K 0.12% 194
2023
Q3 		$5.81M Sell
280,420
-49,968
-15% -$1.1M 0.12% 197
2023
Q2 		$7.24M Sell
330,388
-9,118
-3% -$190K 0.17% 156
2023
Q1 		$7.12M Buy
339,506
+12,010
+4% +$258K 0.17% 154
2022
Q4 		$6.63M Sell
327,496
-7,524
-2% -$154K 0.17% 163
2022
Q3 		$6.33M Buy
335,020
+378
+0.1% +$7.91K 0.17% 163
2022
Q2 		$6.52M Buy
334,642
+16,450
+5% +$352K 0.17% 167
2022
Q1 		$7.53M Sell
318,192
-75,324
-19% -$1.78M 0.16% 170
2021
Q4 		$10.1M Buy
+393,516
New +$10.2M 0.2% 147

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Congress Wealth Management's SCHA Position: Q2 2025 in Review

Congress Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5% in Q2 2025, buying an estimated $363K and bringing the position to 321,415 shares worth $8.13M. The position accounts for 0.08% of the portfolio, ranked #286.

Congress Wealth Management first reported a position in SCHA in Q4 2021 and has held it in 15 quarters since. The position peaked at $10.1M in Q4 2021. 1,139 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Congress Wealth Management held 321,415 shares of Schwab U.S Small- Cap ETF worth $8.13M as of Q2 2025.
  • Congress Wealth Management bought 15,374 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $363K.
  • Schwab U.S Small- Cap ETF made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #286 holding.
  • Congress Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Schwab U.S Small- Cap ETF position peaked at $10.1M in Q4 2021.
  • 1,139 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.