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Delta Investment Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Delta Investment Management’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 		– Sell
-10,808
Closed -$308K – 303
2025
Q4 		$308K Sell
10,808
-153
-1% -$4.32K 0.05% 210
2025
Q3 		$306K Sell
10,961
-13
-0.1% -$348 0.05% 207
2025
Q2 		$278K Buy
10,974
+1
+0% +$24 0.05% 198
2025
Q1 		$257K Sell
10,973
-13,833
-56% -$353K 0.05% 207
2024
Q4 		$641K Buy
+24,806
New +$660K 0.12% 108

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

Delta Investment Management's SCHA Position: Q1 2026 in Review

Delta Investment Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 10,808 shares — an estimated $308K sold.

Delta Investment Management first reported a position in SCHA in Q4 2024 and held it in 5 quarters. The position peaked at $641K in Q4 2024. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Delta Investment Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Delta Investment Management sold 10,808 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $308K.
  • Delta Investment Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 5 quarters.
  • Delta Investment Management's Schwab U.S Small- Cap ETF position peaked at $641K in Q4 2024.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.