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DAGCO Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

DAGCO Inc’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
-642
Closed -$17.9K – 386
2025
Q3 		$17.9K Hold
642
– – ﹤0.01% 247
2025
Q2 		$16.2K Hold
642
– – ﹤0.01% 247
2025
Q1 		$15K Buy
+642
New +$16.4K ﹤0.01% 231
2024
Q4 		– Sell
-642
Closed -$16.5K – 177
2024
Q3 		$16.5K Hold
642
– – 0.01% 170
2024
Q2 		$15.2K Hold
642
– – 0.01% 173
2024
Q1 		$15.8K Buy
+642
New +$15K 0.01% 165

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

DAGCO Inc's SCHA Position: Q4 2025 in Review

DAGCO Inc sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 642 shares — an estimated $17.9K sold.

DAGCO Inc first reported a position in SCHA in Q1 2024 and held it in 6 quarters. The position peaked at $17.9K in Q3 2025. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • DAGCO Inc reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • DAGCO Inc sold 642 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $17.9K.
  • DAGCO Inc first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and held it in 6 quarters.
  • DAGCO Inc's Schwab U.S Small- Cap ETF position peaked at $17.9K in Q3 2025.
  • 1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on DAGCO Inc's 13F filing for Q4 2025, filed 8 Jan 2026.