Evoke Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Evoke Wealth’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	$631K	Hold	21,707	–	–	0.01%	362
2025 Q4	$618K	Sell	21,707 -100	-0.5%	-$2.82K	0.01%	347
2025 Q3	$608K	Sell	21,807 -3,750	-15%	-$100K	0.01%	318
2025 Q2	$647K	Hold	25,557	–	–	0.01%	289
2025 Q1	$599K	Hold	25,557	–	–	0.02%	251
2024 Q4	$661K	Buy	25,557 +14,147	+124%	+$376K	0.02%	221
2024 Q3	$294K	Buy	+11,410	New	+$283K	0.01%	339
2024 Q2	–	Sell	-11,410	Closed	-$281K	–	329
2024 Q1	$281K	Buy	+11,410	New	+$267K	0.01%	335
2023 Q4	–	Sell	-45,816	Closed	-$949K	–	300
2023 Q3	$949K	Buy	45,816 +34,486	+304%	+$757K	0.03%	180
2023 Q2	$248K	Buy	11,330 +1,162	+11%	+$24.2K	0.01%	313
2023 Q1	$213K	Hold	10,168	–	–	0.01%	322
2022 Q4	$206K	Hold	10,168	–	–	0.01%	332
2022 Q3	$192K	Hold	10,168	–	–	0.01%	331
2022 Q2	$198K	Hold	10,168	–	–	0.01%	315
2022 Q1	$241K	Hold	10,168	–	–	0.01%	320
2021 Q4	$260K	Buy	10,168 +9,660	+1,902%	+$250K	0.01%	329
2021 Q3	$12K	Hold	508	–	–	﹤0.01%	721
2021 Q2	$13K	Sell	508 -1,700	-77%	-$43.5K	﹤0.01%	715
2021 Q1	$55K	Buy	2,208 +1,700	+335%	+$41.8K	﹤0.01%	443
2020 Q4	$11K	Hold	508	–	–	﹤0.01%	582
2020 Q3	$9K	Hold	508	–	–	﹤0.01%	583
2020 Q2	$8K	Buy	+508	New	+$7.61K	﹤0.01%	584

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

Evoke Wealth's SCHA Position: Q1 2026 in Review

Evoke Wealth held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 21,707 shares worth $631K. The position accounts for 0.01% of the portfolio, ranked #362.

Evoke Wealth first reported a position in SCHA in Q2 2020 and has held it in 22 quarters since. The position peaked at $949K in Q3 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Evoke Wealth held 21,707 shares of Schwab U.S Small- Cap ETF worth $631K as of Q1 2026.
Evoke Wealth left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #362 holding.
Evoke Wealth first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 22 quarters since.
Evoke Wealth's Schwab U.S Small- Cap ETF position peaked at $949K in Q3 2023.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.