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

Crowley 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
Q4 		– Sell
-1,200
Closed -$33.5K – 282
2025
Q3 		$33.5K Hold
1,200
– – 0.03% 168
2025
Q2 		$30.4K Buy
1,200
+400
+50% +$9.46K 0.03% 172
2025
Q1 		$18.7K Hold
800
– – 0.02% 209
2024
Q4 		$20.7K Buy
+800
New +$21.3K 0.02% 201

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

Crowley Wealth Management's SCHA Position: Q4 2025 in Review

Crowley Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 1,200 shares — an estimated $33.5K sold.

Crowley Wealth Management first reported a position in SCHA in Q4 2024 and held it in 4 quarters. The position peaked at $33.5K in Q3 2025. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Crowley Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 1,200 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $33.5K.
  • Crowley Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Schwab U.S Small- Cap ETF position peaked at $33.5K in Q3 2025.
  • 1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.