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

Eley Financial 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 		$1.02M Sell
35,048
-220
-0.6% -$6.59K 0.37% 55
2025
Q4 		$1M Sell
35,268
-392
-1% -$11.1K 0.36% 54
2025
Q3 		$995K Sell
35,660
-1,389
-4% -$37.1K 0.36% 54
2025
Q2 		$937K Sell
37,049
-1,326
-3% -$31.3K 0.36% 55
2025
Q1 		$901K Sell
38,375
-689
-2% -$17.6K 0.36% 56
2024
Q4 		$1.01M Sell
39,064
-586
-1% -$15.6K 0.39% 55
2024
Q3 		$1.02M Sell
39,650
-254
-0.6% -$6.31K 0.41% 56
2024
Q2 		$947K Sell
39,904
-924
-2% -$21.9K 0.4% 54
2024
Q1 		$1.01M Sell
40,828
-612
-1% -$14.3K 0.43% 53
2023
Q4 		$979K Buy
41,440
+56
+0.1% +$1.18K 0.46% 53
2023
Q3 		$860K Sell
41,384
-1,990
-5% -$43.7K 0.44% 55
2023
Q2 		$950K Buy
43,374
+424
+1% +$8.84K 0.46% 49
2023
Q1 		$900K Sell
42,950
-1,898
-4% -$40.8K 0.47% 54
2022
Q4 		$908K Buy
+44,848
New +$919K 0.49% 54

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

Eley Financial Management's SCHA Position: Q1 2026 in Review

Eley Financial Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.62% in Q1 2026, selling an estimated $6.59K and leaving 35,048 shares worth $1.02M. The position accounts for 0.37% of the portfolio, ranked #55.

Eley Financial Management first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Eley Financial Management held 35,048 shares of Schwab U.S Small- Cap ETF worth $1.02M as of Q1 2026.
  • Eley Financial Management sold 220 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $6.59K.
  • Schwab U.S Small- Cap ETF made up 0.37% of Eley Financial Management's portfolio in Q1 2026, its #55 holding.
  • Eley Financial Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • Eley Financial Management's Schwab U.S Small- Cap ETF position peaked at $1.02M in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.