Evelyn Partners Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evelyn Partners Asset 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	$249K	Sell	8,566 -292	-3%	-$8.75K	0.06%	95
2025 Q4	$252K	Hold	8,858	–	–	0.06%	99
2025 Q3	$247K	Hold	8,858	–	–	0.06%	95
2025 Q2	$224K	Hold	8,858	–	–	0.06%	92
2025 Q1	$208K	Hold	8,858	–	–	0.06%	91
2024 Q4	$229K	Buy	+8,858	New	+$236K	0.06%	94

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Evelyn Partners Asset Management's SCHA Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.3% in Q1 2026, selling an estimated $8.75K and leaving 8,566 shares worth $249K. The position accounts for 0.06% of the portfolio, ranked #95.

Evelyn Partners Asset Management first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $252K in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Evelyn Partners Asset Management held 8,566 shares of Schwab U.S Small- Cap ETF worth $249K as of Q1 2026.
Evelyn Partners Asset Management sold 292 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $8.75K.
Schwab U.S Small- Cap ETF made up 0.06% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #95 holding.
Evelyn Partners Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's Schwab U.S Small- Cap ETF position peaked at $252K in Q4 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.