CAG
SCHA icon

Curtis Advisory Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Curtis Advisory 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
2026
Q1 		$480K Buy
16,493
+1,389
+9% +$41.6K 0.1% 89
2025
Q4 		$430K Sell
15,104
-239
-2% -$6.75K 0.09% 91
2025
Q3 		$428K Sell
15,343
-3,622
-19% -$96.9K 0.1% 83
2025
Q2 		$480K Buy
18,965
+1,317
+7% +$31.1K 0.12% 76
2025
Q1 		$413K Sell
17,648
-186
-1% -$4.74K 0.12% 77
2024
Q4 		$461K Sell
17,834
-790
-4% -$21K 0.12% 70
2024
Q3 		$480K Buy
18,624
+470
+3% +$11.7K 0.14% 65
2024
Q2 		$431K Buy
18,154
+734
+4% +$17.4K 0.15% 67
2024
Q1 		$429K Buy
17,420
+3,700
+27% +$86.7K 0.17% 68
2023
Q4 		$324K Sell
13,720
-61,166
-82% -$1.29M 0.15% 73
2023
Q3 		$1.55M Sell
74,886
-50,830
-40% -$1.12M 0.52% 24
2023
Q2 		$2.75M Buy
125,716
+10,742
+9% +$224K 0.88% 19
2023
Q1 		$2.41M Buy
114,974
+11,538
+11% +$248K 0.88% 21
2022
Q4 		$2.1M Buy
103,436
+75,114
+265% +$1.54M 0.84% 20
2022
Q3 		$535K Sell
28,322
-1,686
-6% -$35.3K 0.22% 50
2022
Q2 		$585K Buy
30,008
+3,194
+12% +$68.3K 0.23% 51
2022
Q1 		$635K Buy
26,814
+2,086
+8% +$49.2K 0.21% 47
2021
Q4 		$633K Sell
24,728
-4,936
-17% -$128K 0.21% 49
2021
Q3 		$742K Buy
29,664
+5,664
+24% +$144K 0.27% 43
2021
Q2 		$625K Buy
24,000
+1,956
+9% +$50K 0.27% 44
2021
Q1 		$549K Sell
22,044
-476
-2% -$11.7K 0.24% 48
2020
Q4 		$501K Sell
22,520
-1,500
-6% -$29.9K 0.24% 41
2020
Q3 		$410K Sell
24,020
-1,876
-7% -$32.3K 0.24% 41
2020
Q2 		$423K Sell
25,896
-1,444
-5% -$21.6K 0.3% 38
2020
Q1 		$352K Buy
27,340
+4,036
+17% +$68.6K 0.23% 37
2019
Q4 		$441K Buy
+23,304
New +$422K 0.25% 35

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Curtis Advisory Group's SCHA Position: Q1 2026 in Review

Curtis Advisory Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 9.2% in Q1 2026, buying an estimated $41.6K and bringing the position to 16,493 shares worth $480K. The position accounts for 0.1% of the portfolio, ranked #89.

Curtis Advisory Group first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.75M in Q2 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Curtis Advisory Group held 16,493 shares of Schwab U.S Small- Cap ETF worth $480K as of Q1 2026.
  • Curtis Advisory Group bought 1,389 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $41.6K.
  • Schwab U.S Small- Cap ETF made up 0.1% of Curtis Advisory Group's portfolio in Q1 2026, its #89 holding.
  • Curtis Advisory Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Curtis Advisory Group's Schwab U.S Small- Cap ETF position peaked at $2.75M in Q2 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Curtis Advisory Group's 13F filing for Q1 2026, filed 8 May 2026.