EK
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Evensky & Katz’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evensky & Katz’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 		$461K Sell
15,868
-299
-2% -$8.96K 0.03% 59
2025
Q4 		$460K Buy
16,167
+47
+0.3% +$1.33K 0.03% 58
2025
Q3 		$450K Sell
16,120
-843
-5% -$22.5K 0.03% 58
2025
Q2 		$429K Sell
16,963
-446
-3% -$10.5K 0.03% 58
2025
Q1 		$408K Buy
17,409
+36
+0.2% +$918 0.03% 63
2024
Q4 		$449K Buy
17,373
+49
+0.3% +$1.3K 0.03% 63
2024
Q3 		$446K Buy
17,324
+106
+0.6% +$2.63K 0.03% 63
2024
Q2 		$408K Buy
17,218
+54
+0.3% +$1.28K 0.03% 64
2024
Q1 		$423K Sell
17,164
-680
-4% -$15.9K 0.03% 64
2023
Q4 		$421K Sell
17,844
-42
-0.2% -$885 0.03% 64
2023
Q3 		$370K Sell
17,886
-250
-1% -$5.49K 0.03% 61
2023
Q2 		$397K Buy
18,136
+62
+0.3% +$1.29K 0.03% 62
2023
Q1 		$379K Sell
18,074
-12,866
-42% -$277K 0.03% 60
2022
Q4 		$627K Buy
30,940
+152
+0.5% +$3.12K 0.06% 59
2022
Q3 		$582K Sell
30,788
-994
-3% -$20.8K 0.07% 56
2022
Q2 		$620K Sell
31,782
-66
-0.2% -$1.41K 0.07% 56
2022
Q1 		$754K Buy
31,848
+176
+0.6% +$4.16K 0.07% 50
2021
Q4 		$811K Buy
31,672
+916
+3% +$23.7K 0.08% 48
2021
Q3 		$770K Sell
30,756
-36
-0.1% -$914 0.08% 46
2021
Q2 		$802K Sell
30,792
-748
-2% -$19.1K 0.08% 46
2021
Q1 		$786K Sell
31,540
-6,440
-17% -$158K 0.09% 45
2020
Q4 		$845K Sell
37,980
-2,796
-7% -$55.7K 0.1% 43
2020
Q3 		$696K Buy
40,776
+10,624
+35% +$183K 0.09% 46
2020
Q2 		$493K Sell
30,152
-3,800
-11% -$56.9K 0.07% 52
2020
Q1 		$437K Sell
33,952
-432
-1% -$7.34K 0.07% 57
2019
Q4 		$650K Sell
34,384
-132,048
-79% -$2.39M 0.09% 47
2019
Q3 		$2.9M Buy
166,432
+760
+0.5% +$13.4K 0.4% 30
2019
Q2 		$2.96M Sell
165,672
-3,048
-2% -$53.9K 0.41% 28
2019
Q1 		$3.95M Sell
168,720
-3,616
-2% -$61.9K 0.55% 24
2018
Q4 		$2.61M Sell
172,336
-3,172
-2% -$53.6K 0.43% 27
2018
Q3 		$3.34M Sell
175,508
-884
-0.5% -$16.9K 0.49% 16
2018
Q2 		$3.24M Sell
176,392
-1,176
-0.7% -$21.3K 0.57% 15
2018
Q1 		$3.07M Buy
177,568
+2,956
+2% +$52.1K 0.53% 17
2017
Q4 		$3.04M Buy
174,612
+20,788
+14% +$356K 0.5% 17
2017
Q3 		$2.59M Buy
153,824
+27,120
+21% +$436K 0.45% 18
2017
Q2 		$2.02M Sell
126,704
-3,820
-3% -$60.3K 0.36% 21
2017
Q1 		$2.05M Sell
130,524
-1,273,712
-91% -$19.9M 0.38% 21
2016
Q4 		$2.16M Buy
1,404,236
+1,256,320
+849% +$18.5M 0.41% 20
2016
Q3 		$2.13M Sell
147,916
-87,996
-37% -$1.25M 0.42% 22
2016
Q2 		$3.19M Sell
235,912
-75,164
-24% -$998K 0.7% 16
2016
Q1 		$4.05M Buy
311,076
+128
+0% +$1.55K 0.95% 16
2015
Q4 		$4.05M Sell
310,948
-21,516
-6% -$287K 0.97% 17
2015
Q3 		$4.22M Sell
332,464
-72,364
-18% -$996K 1.16% 14
2015
Q2 		$5.82M Buy
404,828
+864
+0.2% +$12.5K 1.53% 14
2015
Q1 		$5.82M Sell
403,964
-40,960
-9% -$572K 1.57% 14
2014
Q4 		$6.13M Sell
444,924
-25,072
-5% -$333K 1.83% 12
2014
Q3 		$6.04M Buy
469,996
+469,324
+69,840% +$6.27M 1.82% 12
2014
Q2 		$9K Sell
672
-272
-29% -$3.59K ﹤0.01% 28
2014
Q1 		$12K Sell
944
-176
-16% -$2.33K ﹤0.01% 27
2013
Q4 		$14K Buy
1,120
+60
+6% +$754 0.01% 28
2013
Q3 		$12K Buy
1,060
+76
+8% +$893 0.01% 27
2013
Q2 		$10K Buy
+984
New +$10.7K ﹤0.01% 27

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

Evensky & Katz's SCHA Position: Q1 2026 in Review

Evensky & Katz reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q1 2026, selling an estimated $8.96K and leaving 15,868 shares worth $461K. The position accounts for 0.03% of the portfolio, ranked #59.

Evensky & Katz first reported a position in SCHA in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.13M in Q4 2014. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Evensky & Katz held 15,868 shares of Schwab U.S Small- Cap ETF worth $461K as of Q1 2026.
  • Evensky & Katz sold 299 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $8.96K.
  • Schwab U.S Small- Cap ETF made up 0.03% of Evensky & Katz's portfolio in Q1 2026, its #59 holding.
  • Evensky & Katz first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Evensky & Katz's Schwab U.S Small- Cap ETF position peaked at $6.13M in Q4 2014.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.