EWM
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Evermay Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evermay Wealth 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 		$519K Buy
17,853
+1
+0% +$30 0.06% 122
2025
Q4 		$508K Buy
17,852
+40
+0.2% +$1.13K 0.06% 121
2025
Q3 		$497K Sell
17,812
-3,200
-15% -$85.6K 0.06% 125
2025
Q2 		$532K Sell
21,012
-5,646
-21% -$133K 0.07% 122
2025
Q1 		$625K Sell
26,658
-1,032
-4% -$26.3K 0.08% 109
2024
Q4 		$716K Sell
27,690
-348
-1% -$9.26K 0.11% 102
2024
Q3 		$722K Hold
28,038
– – 0.12% 102
2024
Q2 		$667K Sell
28,038
-1,006
-3% -$23.8K 0.11% 108
2024
Q1 		$715K Buy
29,044
+280
+1% +$6.56K 0.11% 103
2023
Q4 		$679K Buy
28,764
+1,534
+6% +$32.3K 0.13% 86
2023
Q3 		$564K Sell
27,230
-100
-0.4% -$2.19K 0.12% 89
2023
Q2 		$599K Buy
27,330
+10
+0% +$208 0.12% 91
2023
Q1 		$573K Sell
27,320
-250
-0.9% -$5.37K 0.12% 86
2022
Q4 		$558K Buy
27,570
+950
+4% +$19.5K 0.11% 87
2022
Q3 		$503K Buy
26,620
+1,700
+7% +$35.6K 0.1% 84
2022
Q2 		$486K Buy
24,920
+2,300
+10% +$49.2K 0.09% 88
2022
Q1 		$536K Sell
22,620
-800
-3% -$18.9K 0.09% 102
2021
Q4 		$600K Hold
23,420
– – 0.11% 79
2021
Q3 		$586K Sell
23,420
-23,368
-50% -$593K 0.11% 73
2021
Q2 		$1.22M Buy
46,788
+800
+2% +$20.5K 0.23% 44
2021
Q1 		$1.15M Sell
45,988
-200
-0.4% -$4.92K 0.23% 43
2020
Q4 		$1.03M Sell
46,188
-1,520
-3% -$30.3K 0.23% 43
2020
Q3 		$815K Sell
47,708
-8,396
-15% -$145K 0.2% 53
2020
Q2 		$916K Sell
56,104
-7,948
-12% -$119K 0.24% 44
2020
Q1 		$825K Sell
64,052
-86,960
-58% -$1.48M 0.25% 44
2019
Q4 		$2.86M Sell
151,012
-364
-0.2% -$6.59K 0.7% 15
2019
Q3 		$2.64M Sell
151,376
-1,244
-0.8% -$22K 0.72% 13
2019
Q2 		$2.73M Sell
152,620
-1,140
-0.7% -$20.2K 0.76% 14
2019
Q1 		$2.69M Buy
153,760
+1,496
+1% +$25.6K 0.76% 15
2018
Q4 		$2.31M Buy
152,264
+50,308
+49% +$850K 0.75% 16
2018
Q3 		$1.94M Buy
101,956
+1,536
+2% +$29.3K 0.61% 21
2018
Q2 		$1.85M Buy
100,420
+1,200
+1% +$21.7K 0.62% 20
2018
Q1 		$1.72M Buy
99,220
+32,136
+48% +$566K 0.59% 20
2017
Q4 		$1.17M Buy
67,084
+27,904
+71% +$478K 0.43% 29
2017
Q3 		$660K Sell
39,180
-2,084
-5% -$33.5K 0.29% 31
2017
Q2 		$659K Sell
41,264
-4,800
-10% -$75.8K 0.29% 30
2017
Q1 		$737K Buy
46,064
+2,240
+5% +$35.1K 0.33% 28
2016
Q4 		$674K Buy
43,824
+736
+2% +$10.8K 0.33% 26
2016
Q3 		$620K Sell
43,088
-8
-0% -$113 0.31% 29
2016
Q2 		$582K Buy
43,096
+572
+1% +$7.59K 0.3% 32
2016
Q1 		$553K Buy
+42,524
New +$515K 0.31% 32

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

Evermay Wealth Management's SCHA Position: Q1 2026 in Review

Evermay Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q1 2026, buying an estimated $30 and bringing the position to 17,853 shares worth $519K. The position accounts for 0.06% of the portfolio, ranked #122.

Evermay Wealth Management first reported a position in SCHA in Q1 2016 and has held it in 41 quarters since. The position peaked at $2.86M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Evermay Wealth Management held 17,853 shares of Schwab U.S Small- Cap ETF worth $519K as of Q1 2026.
  • Evermay Wealth Management bought 1 Schwab U.S Small- Cap ETF share in Q1 2026, an estimated $30.
  • Schwab U.S Small- Cap ETF made up 0.06% of Evermay Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Evermay Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2016 and has held it in 41 quarters since.
  • Evermay Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2.86M in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.