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

Cynosure 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 		$3.51M Buy
120,763
+6,936
+6% +$208K 0.44% 35
2025
Q4 		$3.24M Buy
113,827
+8,877
+8% +$251K 0.33% 36
2025
Q3 		$2.93M Buy
104,950
+36,299
+53% +$971K 0.32% 39
2025
Q2 		$1.74M Buy
68,651
+20,428
+42% +$483K 0.2% 55
2025
Q1 		$1.13M Buy
48,223
+113
+0.2% +$2.88K 0.16% 69
2024
Q4 		$1.24M Buy
48,110
+292
+0.6% +$7.77K 0.19% 61
2024
Q3 		$1.23M Buy
47,818
+42
+0.1% +$1.04K 0.18% 58
2024
Q2 		$1.13M Buy
47,776
+14,506
+44% +$344K 0.18% 73
2024
Q1 		$819K Buy
33,270
+14
+0% +$328 0.15% 74
2023
Q4 		$786K Buy
33,256
+1,158
+4% +$24.4K 0.14% 104
2023
Q3 		$665K Sell
32,098
-16,896
-34% -$371K 0.2% 97
2023
Q2 		$1.07M Buy
+48,994
New +$1.02M 0.32% 74

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

Cynosure Group's SCHA Position: Q1 2026 in Review

Cynosure Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.1% in Q1 2026, buying an estimated $208K and bringing the position to 120,763 shares worth $3.51M. The position accounts for 0.44% of the portfolio, ranked #35.

Cynosure Group first reported a position in SCHA in Q2 2023 and has held it in 12 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Cynosure Group held 120,763 shares of Schwab U.S Small- Cap ETF worth $3.51M as of Q1 2026.
  • Cynosure Group bought 6,936 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $208K.
  • Schwab U.S Small- Cap ETF made up 0.44% of Cynosure Group's portfolio in Q1 2026, its #35 holding.
  • Cynosure Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.