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Dravo Bay’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Dravo Bay’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
2025
Q4 		– Sell
-8,243
Closed -$230K – 53
2025
Q3 		$230K Sell
8,243
-1,112
-12% -$29.7K 0.1% 46
2025
Q2 		$237K Sell
9,355
-1,318
-12% -$31.2K 0.11% 46
2025
Q1 		$250K Sell
10,673
-4,090
-28% -$104K 0.13% 41
2024
Q4 		$382K Buy
+14,763
New +$393K 0.19% 40
2024
Q3 		– Sell
-325,778
Closed -$7.73M – 52
2024
Q2 		$7.73M Buy
325,778
+23,498
+8% +$557K 4.29% 6
2024
Q1 		$7.44M Buy
302,280
+19,046
+7% +$446K 4.43% 6
2023
Q4 		$6.69M Sell
283,234
-766
-0.3% -$16.1K 4.49% 6
2023
Q3 		$5.88M Buy
284,000
+15,326
+6% +$336K 4.28% 6
2023
Q2 		$5.88M Buy
268,674
+5,104
+2% +$106K 4.32% 5
2023
Q1 		$5.53M Buy
263,570
+8,928
+4% +$192K 4.15% 6
2022
Q4 		$5.16M Buy
254,642
+13,834
+6% +$283K 4.21% 5
2022
Q3 		$4.55M Sell
240,808
-1,334
-0.6% -$27.9K 4.13% 7
2022
Q2 		$5M Buy
242,142
+16,982
+8% +$363K 4.27% 7
2022
Q1 		$5.33M Buy
225,160
+12,252
+6% +$289K 4.25% 6
2021
Q4 		$4.89M Buy
+212,908
New +$5.51M 4.21% 7

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Dravo Bay's SCHA Position: Q4 2025 in Review

Dravo Bay sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 8,243 shares — an estimated $230K sold.

Dravo Bay first reported a position in SCHA in Q4 2021 and held it in 15 quarters. The position peaked at $7.73M in Q2 2024. 1,243 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Dravo Bay reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Dravo Bay sold 8,243 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $230K.
  • Dravo Bay first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 15 quarters.
  • Dravo Bay's Schwab U.S Small- Cap ETF position peaked at $7.73M in Q2 2024.
  • 1,243 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Dravo Bay's 13F filing for Q4 2025, filed 27 Jan 2026.