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Dearborn Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Dearborn Partners’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 		$1.19M Buy
40,850
+8,615
+27% +$258K 0.06% 111
2025
Q4 		$918K Buy
32,235
+12,931
+67% +$365K 0.05% 127
2025
Q3 		$539K Buy
19,304
+1,088
+6% +$29.1K 0.03% 174
2025
Q2 		$461K Buy
18,216
+4,022
+28% +$95.1K 0.02% 185
2025
Q1 		$333K Buy
14,194
+4,066
+40% +$104K 0.02% 199
2024
Q4 		$262K Buy
10,128
+1,560
+18% +$41.5K 0.01% 230
2024
Q3 		$221K Buy
+8,568
New +$213K 0.01% 257

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

Dearborn Partners's SCHA Position: Q1 2026 in Review

Dearborn Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 27% in Q1 2026, buying an estimated $258K and bringing the position to 40,850 shares worth $1.19M. The position accounts for 0.06% of the portfolio, ranked #111.

Dearborn Partners first reported a position in SCHA in Q3 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Dearborn Partners held 40,850 shares of Schwab U.S Small- Cap ETF worth $1.19M as of Q1 2026.
  • Dearborn Partners bought 8,615 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $258K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Dearborn Partners's portfolio in Q1 2026, its #111 holding.
  • Dearborn Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Dearborn Partners's 13F filing for Q1 2026, filed 12 May 2026.