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

DHJJ Financial 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 		$3.93M Buy
135,172
+1,248
+0.9% +$37.4K 1.3% 14
2025
Q4 		$3.81M Sell
133,924
-789
-0.6% -$22.3K 1.27% 14
2025
Q3 		$3.76M Sell
134,713
-909
-0.7% -$24.3K 1.27% 13
2025
Q2 		$3.43M Buy
135,622
+5,008
+4% +$118K 1.24% 15
2025
Q1 		$3.06M Sell
130,614
-1,811
-1% -$46.2K 1.23% 14
2024
Q4 		$3.42M Sell
132,425
-3,631
-3% -$96.6K 1.33% 14
2024
Q3 		$3.5M Buy
136,056
+920
+0.7% +$22.8K 1.39% 13
2024
Q2 		$3.21M Sell
135,136
-3,566
-3% -$84.5K 1.35% 14
2024
Q1 		$3.41M Sell
138,702
-4,450
-3% -$104K 1.51% 12
2023
Q4 		$3.38M Sell
143,152
-2,462
-2% -$51.9K 1.58% 12
2023
Q3 		$3.02M Buy
145,614
+2,606
+2% +$57.2K 1.53% 12
2023
Q2 		$3.13M Buy
143,008
+9,816
+7% +$205K 1.63% 13
2023
Q1 		$2.79M Buy
133,192
+7,544
+6% +$162K 1.52% 15
2022
Q4 		$2.54M Sell
125,648
-25,728
-17% -$527K 1.45% 15
2022
Q3 		$2.86M Buy
151,376
+1,108
+0.7% +$23.2K 1.67% 14
2022
Q2 		$2.94M Buy
150,268
+5,042
+3% +$108K 1.64% 15
2022
Q1 		$3.48M Buy
145,226
+9,394
+7% +$222K 1.67% 15
2021
Q4 		$3.48M Buy
135,832
+8,544
+7% +$221K 1.63% 15
2021
Q3 		$3.19M Buy
127,288
+7,272
+6% +$185K 1.65% 15
2021
Q2 		$3.11M Buy
120,016
+5,236
+5% +$134K 1.64% 17
2021
Q1 		$2.86M Buy
114,780
+3,360
+3% +$82.6K 1.66% 17
2020
Q4 		$2.48M Buy
+111,420
New +$2.22M 1.56% 17

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

DHJJ Financial Advisors's SCHA Position: Q1 2026 in Review

DHJJ Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.93% in Q1 2026, buying an estimated $37.4K and bringing the position to 135,172 shares worth $3.93M. The position accounts for 1.3% of the portfolio, ranked #14.

DHJJ Financial Advisors first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • DHJJ Financial Advisors held 135,172 shares of Schwab U.S Small- Cap ETF worth $3.93M as of Q1 2026.
  • DHJJ Financial Advisors bought 1,248 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $37.4K.
  • Schwab U.S Small- Cap ETF made up 1.3% of DHJJ Financial Advisors's portfolio in Q1 2026, its #14 holding.
  • DHJJ Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on DHJJ Financial Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.