Crescent Grove Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Crescent Grove Advisors’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	$283K	Hold	9,716	–	–	0.03%	242
2025 Q4	$277K	Sell	9,716 -824	-8%	-$23.3K	0.03%	244
2025 Q3	$294K	Hold	10,540	–	–	0.03%	233
2025 Q2	$267K	Hold	10,540	–	–	0.03%	243
2025 Q1	$247K	Sell	10,540 -20,388	-66%	-$520K	0.03%	235
2024 Q4	$800K	Sell	30,928 -28	-0.1%	-$745	0.08%	122
2024 Q3	$797K	Hold	30,956	–	–	0.08%	130
2024 Q2	$737K	Hold	30,956	–	–	0.08%	130
2024 Q1	$762K	Buy	30,956 +252	+0.8%	+$5.9K	0.08%	137
2023 Q4	$725K	Buy	30,704 +704	+2%	+$14.8K	0.08%	137
2023 Q3	$621K	Hold	30,000	–	–	0.08%	146
2023 Q2	$657K	Hold	30,000	–	–	0.07%	144
2023 Q1	$629K	Hold	30,000	–	–	0.07%	149
2022 Q4	$608K	Hold	30,000	–	–	0.06%	159
2022 Q3	$567K	Buy	+30,000	New	+$627K	0.07%	149

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

Crescent Grove Advisors's SCHA Position: Q1 2026 in Review

Crescent Grove Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 9,716 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #242.

Crescent Grove Advisors first reported a position in SCHA in Q3 2022 and has held it in 15 quarters since. The position peaked at $800K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Crescent Grove Advisors held 9,716 shares of Schwab U.S Small- Cap ETF worth $283K as of Q1 2026.
Crescent Grove Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.03% of Crescent Grove Advisors's portfolio in Q1 2026, its #242 holding.
Crescent Grove Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2022 and has held it in 15 quarters since.
Crescent Grove Advisors's Schwab U.S Small- Cap ETF position peaked at $800K in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.