Dana Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Dana Investment 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	$633K	Buy	21,780 +34	+0.2%	+$1.02K	0.02%	449
2025 Q4	$619K	Sell	21,746 -182	-0.8%	-$5.14K	0.02%	446
2025 Q3	$612K	Buy	21,928 +8,927	+69%	+$239K	0.02%	447
2025 Q2	$329K	Hold	13,001	–	–	0.01%	492
2025 Q1	$305K	Sell	13,001 -710	-5%	-$18.1K	0.01%	501
2024 Q4	$355K	Buy	13,711 +709	+5%	+$18.9K	0.01%	488
2024 Q3	$335K	Sell	13,002 -1,530	-11%	-$38K	0.01%	486
2024 Q2	$345K	Hold	14,532	–	–	0.01%	468
2024 Q1	$358K	Hold	14,532	–	–	0.01%	468
2023 Q4	$343K	Buy	+14,532	New	+$306K	0.02%	363

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

Dana Investment Advisors's SCHA Position: Q1 2026 in Review

Dana Investment Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.16% in Q1 2026, buying an estimated $1.02K and bringing the position to 21,780 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #449.

Dana Investment Advisors first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Dana Investment Advisors held 21,780 shares of Schwab U.S Small- Cap ETF worth $633K as of Q1 2026.
Dana Investment Advisors bought 34 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.02K.
Schwab U.S Small- Cap ETF made up 0.02% of Dana Investment Advisors's portfolio in Q1 2026, its #449 holding.
Dana Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Dana Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.