Coordinated Financial Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Coordinated Financial Services’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	$326K	Buy	11,194 +60	+0.5%	+$1.8K	0.19%	137
2025 Q4	$317K	Buy	11,134 +2,183	+24%	+$61.6K	0.18%	131
2025 Q3	$250K	Buy	8,951 +224	+3%	+$5.99K	0.16%	140
2025 Q2	$221K	Buy	8,727 +24	+0.3%	+$567	0.15%	139
2025 Q1	$204K	Buy	8,703 +417	+5%	+$10.6K	0.16%	134
2024 Q4	$214K	Buy	+8,286	New	+$220K	0.17%	131
2024 Q2	–	Sell	-8,202	Closed	-$202K	–	132
2024 Q1	$202K	Buy	+8,202	New	+$192K	0.18%	127

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Coordinated Financial Services's SCHA Position: Q1 2026 in Review

Coordinated Financial Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.54% in Q1 2026, buying an estimated $1.8K and bringing the position to 11,194 shares worth $326K. The position accounts for 0.19% of the portfolio, ranked #137.

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

Coordinated Financial Services held 11,194 shares of Schwab U.S Small- Cap ETF worth $326K as of Q1 2026.
Coordinated Financial Services bought 60 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.8K.
Schwab U.S Small- Cap ETF made up 0.19% of Coordinated Financial Services's portfolio in Q1 2026, its #137 holding.
Coordinated Financial Services first reported a position in Schwab U.S Small- Cap ETF in Q1 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 Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.