DecisionPoint Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

DecisionPoint Financial’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	$146K	Hold	5,037	–	–	0.03%	55
2025 Q4	$143K	Hold	5,037	–	–	0.03%	57
2025 Q3	$141K	Hold	5,037	–	–	0.03%	54
2025 Q2	$129K	Hold	5,037	–	–	0.03%	55
2025 Q1	$118K	Buy	5,037 +4,557	+949%	+$116K	0.03%	50
2024 Q4	$12.4K	Hold	480	–	–	﹤0.01%	147
2024 Q3	$12.4K	Hold	480	–	–	﹤0.01%	150
2024 Q2	$12.3K	Hold	480	–	–	﹤0.01%	147
2024 Q1	$11.2K	Hold	480	–	–	﹤0.01%	159
2023 Q4	$11.3K	Hold	480	–	–	﹤0.01%	127
2023 Q3	$9.94K	Buy	+480	New	+$10.5K	0.01%	123

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

DecisionPoint Financial's SCHA Position: Q1 2026 in Review

DecisionPoint Financial held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 5,037 shares worth $146K. The position accounts for 0.03% of the portfolio, ranked #55.

DecisionPoint Financial first reported a position in SCHA in Q3 2023 and has held it in 11 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

DecisionPoint Financial held 5,037 shares of Schwab U.S Small- Cap ETF worth $146K as of Q1 2026.
DecisionPoint Financial left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.03% of DecisionPoint Financial's portfolio in Q1 2026, its #55 holding.
DecisionPoint Financial first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 11 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.