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

EnRich Financial Partners’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
Q1 		– Sell
-4,102
Closed -$106K – 181
2024
Q4 		$106K Buy
4,102
+924
+29% +$24.6K 0.04% 73
2024
Q3 		$81.8K Hold
3,178
– – 0.03% 83
2024
Q2 		$75.4K Buy
3,178
+132
+4% +$3.13K 0.03% 86
2024
Q1 		$75K Buy
+3,046
New +$71.4K 0.03% 79

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

EnRich Financial Partners's SCHA Position: Q1 2025 in Review

EnRich Financial Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 4,102 shares — an estimated $106K sold.

EnRich Financial Partners first reported a position in SCHA in Q1 2024 and held it in 4 quarters. The position peaked at $106K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • EnRich Financial Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 4,102 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $106K.
  • EnRich Financial Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Schwab U.S Small- Cap ETF position peaked at $106K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.