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Evernest Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evernest Financial Advisors’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 		$700K Sell
21,638
-582
-3% -$17.4K 0.15% 98
2025
Q4 		$688K Buy
22,220
+47
+0.2% +$1.33K 0.14% 99
2025
Q3 		$619K Buy
22,173
+5,500
+33% +$147K 0.17% 106
2025
Q2 		$422K Buy
16,673
+566
+4% +$13.4K 0.14% 118
2025
Q1 		$377K Buy
16,107
+25
+0.2% +$637 0.14% 114
2024
Q4 		$416K Sell
16,082
-6,006
-27% -$160K 0.11% 116
2024
Q3 		$569K Buy
22,088
+6,096
+38% +$151K 0.15% 100
2024
Q2 		$379K Sell
15,992
-156
-1% -$3.7K 0.17% 95
2024
Q1 		$367K Sell
16,148
-9,946
-38% -$233K 0.17% 95
2023
Q4 		$616K Buy
+26,094
New +$550K 0.31% 74
2021
Q4 		$376K Buy
+32,164
New +$832K 0.19% 91

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

Evernest Financial Advisors's SCHA Position: Q1 2026 in Review

Evernest Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.6% in Q1 2026, selling an estimated $17.4K and leaving 21,638 shares worth $700K. The position accounts for 0.15% of the portfolio, ranked #98.

Evernest Financial Advisors first reported a position in SCHA in Q4 2021 and has held it in 11 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Evernest Financial Advisors held 21,638 shares of Schwab U.S Small- Cap ETF worth $700K as of Q1 2026.
  • Evernest Financial Advisors sold 582 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $17.4K.
  • Schwab U.S Small- Cap ETF made up 0.15% of Evernest Financial Advisors's portfolio in Q1 2026, its #98 holding.
  • Evernest Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 11 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.