Destination Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.19M | Buy |
144,012
+20,412
| +17% | +$612K | 0.11% | 108 |
|
|
2025
Q4 | $3.52M | Sell |
123,600
-2,109
| -2% | -$59.6K | 0.09% | 107 |
|
|
2025
Q3 | $3.51M | Buy |
125,709
+4,135
| +3% | +$111K | 0.1% | 102 |
|
|
2025
Q2 | $3.08M | Sell |
121,574
-4,420
| -4% | -$104K | 0.09% | 109 |
|
|
2025
Q1 | $2.95M | Sell |
125,994
-2,511
| -2% | -$64K | 0.09% | 105 |
|
|
2024
Q4 | $3.32M | Sell |
128,505
-5,603
| -4% | -$149K | 0.1% | 102 |
|
|
2024
Q3 | $3.45M | Sell |
134,108
-2,878
| -2% | -$71.5K | 0.11% | 99 |
|
|
2024
Q2 | $3.25M | Sell |
136,986
-2,848
| -2% | -$67.5K | 0.11% | 98 |
|
|
2024
Q1 | $3.44M | Sell |
139,834
-69,628
| -33% | -$1.63M | 0.11% | 98 |
|
|
2023
Q4 | $4.95M | Buy |
209,462
+119,894
| +134% | +$2.53M | 0.17% | 90 |
|
|
2023
Q3 | $1.85M | Sell |
89,568
-8,348
| -9% | -$183K | 0.07% | 104 |
|
|
2023
Q2 | $2.14M | Sell |
97,916
-29,616
| -23% | -$617K | 0.08% | 103 |
|
|
2023
Q1 | $2.67M | Sell |
127,532
-36,440
| -22% | -$783K | 0.1% | 101 |
|
|
2022
Q4 | $3.32M | Buy |
163,972
+34,552
| +27% | +$708K | 0.13% | 96 |
|
|
2022
Q3 | $2.45M | Sell |
129,420
-37,200
| -22% | -$778K | 0.1% | 99 |
|
|
2022
Q2 | $3.25M | Buy |
166,620
+28,994
| +21% | +$620K | 0.13% | 98 |
|
|
2022
Q1 | $3.26M | Buy |
137,626
+5,626
| +4% | +$133K | 0.12% | 95 |
|
|
2021
Q4 | $3.38M | Sell |
132,000
-284
| -0.2% | -$7.35K | 0.12% | 93 |
|
|
2021
Q3 | $3.31M | Buy |
132,284
+2,036
| +2% | +$51.7K | 0.13% | 90 |
|
|
2021
Q2 | $3.39M | Sell |
130,248
-5,164
| -4% | -$132K | 0.13% | 91 |
|
|
2021
Q1 | $3.37M | Sell |
135,412
-30,108
| -18% | -$740K | 0.14% | 89 |
|
|
2020
Q4 | $3.68M | Buy |
165,520
+136,508
| +471% | +$2.72M | 0.16% | 80 |
|
|
2020
Q3 | $496K | Sell |
29,012
-396
| -1% | -$6.82K | 0.03% | 111 |
|
|
2020
Q2 | $480K | Sell |
29,408
-2,656
| -8% | -$39.8K | 0.03% | 112 |
|
|
2020
Q1 | $413K | Sell |
32,064
-5,892
| -16% | -$100K | 0.03% | 129 |
|
|
2019
Q4 | $718K | Buy |
37,956
+2,952
| +8% | +$53.4K | 0.04% | 103 |
|
|
2019
Q3 | $610K | Buy |
35,004
+828
| +2% | +$14.6K | 0.03% | 102 |
|
|
2019
Q2 | $611K | Sell |
34,176
-4,440
| -11% | -$78.5K | 0.03% | 106 |
|
|
2019
Q1 | $675K | Sell |
38,616
-12,680
| -25% | -$217K | 0.04% | 106 |
|
|
2018
Q4 | $778K | Buy |
51,296
+4,172
| +9% | +$70.5K | 0.05% | 97 |
|
|
2018
Q3 | $897K | Buy |
47,124
+4,012
| +9% | +$76.5K | 0.05% | 103 |
|
|
2018
Q2 | $793K | Sell |
43,112
-182,312
| -81% | -$3.3M | 0.05% | 98 |
|
|
2018
Q1 | $4.47M | Buy |
225,424
+180,860
| +406% | +$3.19M | 0.27% | 66 |
|
|
2017
Q4 | $777K | Buy |
44,564
+4,556
| +11% | +$78K | 0.05% | 101 |
|
|
2017
Q3 | $674K | Sell |
40,008
-264
| -0.7% | -$4.24K | 0.04% | 101 |
|
|
2017
Q2 | $643K | Sell |
40,272
-2,492
| -6% | -$39.4K | 0.04% | 104 |
|
|
2017
Q1 | $673K | Sell |
42,764
-2,880
| -6% | -$45.1K | 0.05% | 99 |
|
|
2016
Q4 | $702K | Buy |
45,644
+5,372
| +13% | +$79K | 0.05% | 99 |
|
|
2016
Q3 | $579K | Sell |
40,272
-1,020
| -2% | -$14.5K | 0.04% | 98 |
|
|
2016
Q2 | $558K | Buy |
41,292
+12,032
| +41% | +$160K | 0.05% | 98 |
|
|
2016
Q1 | $381K | Hold |
29,260
| – | – | 0.04% | 103 |
|
|
2015
Q4 | $381K | Sell |
29,260
-364
| -1% | -$4.86K | 0.04% | 103 |
|
|
2015
Q3 | $376K | Sell |
29,624
-10,284
| -26% | -$142K | 0.04% | 98 |
|
|
2015
Q2 | $573K | Buy |
39,908
+8,708
| +28% | +$126K | 0.04% | 164 |
|
|
2015
Q1 | $449K | Buy |
31,200
+32
| +0.1% | +$447 | 0.05% | 80 |
|
|
2014
Q4 | $429K | Buy |
31,168
+2,364
| +8% | +$31.4K | 0.04% | 83 |
|
|
2014
Q3 | $370K | Sell |
28,804
-3,524
| -11% | -$47.1K | 0.04% | 101 |
|
|
2014
Q2 | $443K | Sell |
32,328
-6,460
| -17% | -$85.2K | 0.05% | 94 |
|
|
2014
Q1 | $520K | Buy |
38,788
+4,820
| +14% | +$63.7K | 0.06% | 82 |
|
|
2013
Q4 | $446K | Sell |
33,968
-848
| -2% | -$10.7K | 0.05% | 83 |
|
|
2013
Q3 | $419K | Sell |
34,816
-1,972
| -5% | -$23.2K | 0.05% | 76 |
|
|
2013
Q2 | $404K | Buy |
+36,788
| New | +$399K | 0.05% | 76 |
|
Other funds holding SCHA
AA
Destination Wealth Management's SCHA Position: Q1 2026 in Review
Destination Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 17% in Q1 2026, buying an estimated $612K and bringing the position to 144,012 shares worth $4.19M. The position accounts for 0.11% of the portfolio, ranked #108.
Destination Wealth Management first reported a position in SCHA in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.95M in Q4 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.
- Destination Wealth Management held 144,012 shares of Schwab U.S Small- Cap ETF worth $4.19M as of Q1 2026.
- Destination Wealth Management bought 20,412 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $612K.
- Schwab U.S Small- Cap ETF made up 0.11% of Destination Wealth Management's portfolio in Q1 2026, its #108 holding.
- Destination Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 52 quarters since.
- Destination Wealth Management's Schwab U.S Small- Cap ETF position peaked at $4.95M in Q4 2023.
- 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.
Based on Destination Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.