DF
SCHA icon

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

Dunhill 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 		$203K Buy
6,966
+4,252
+157% +$127K 0.05% 153
2025
Q4 		$77.3K Buy
2,714
+2,286
+534% +$64.6K 0.02% 217
2025
Q3 		$11.9K Sell
428
-2
-0.5% -$53 ﹤0.01% 443
2025
Q2 		$10.9K Hold
430
– – ﹤0.01% 429
2025
Q1 		$10.1K Buy
+430
New +$11K ﹤0.01% 415
2024
Q3 		– Sell
-136
Closed -$3.23K – 971
2024
Q2 		$3.23K Hold
136
– – ﹤0.01% 479
2024
Q1 		$3.35K Buy
+136
New +$3.19K ﹤0.01% 393

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

Dunhill Financial's SCHA Position: Q1 2026 in Review

Dunhill Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 157% in Q1 2026, buying an estimated $127K and bringing the position to 6,966 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #153.

Dunhill Financial first reported a position in SCHA in Q1 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Dunhill Financial held 6,966 shares of Schwab U.S Small- Cap ETF worth $203K as of Q1 2026.
  • Dunhill Financial bought 4,252 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $127K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Dunhill Financial's portfolio in Q1 2026, its #153 holding.
  • Dunhill Financial first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 7 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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