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EWG Elevate’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

EWG Elevate’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
2025
Q3 		$2.61M Buy
93,616
+12,585
+16% +$337K 0.82% 44
2025
Q2 		$2.05M Buy
81,031
+6,152
+8% +$145K 0.63% 46
2025
Q1 		$1.75M Buy
74,879
+2,212
+3% +$56.4K 0.66% 42
2024
Q4 		$1.88M Buy
72,667
+1,717
+2% +$45.7K 0.57% 46
2024
Q3 		$1.83M Sell
70,950
-39,218
-36% -$974K 0.73% 32
2024
Q2 		$2.61M Buy
110,168
+632
+0.6% +$15K 0.95% 33
2024
Q1 		$2.7M Sell
109,536
-12,166
-10% -$285K 1.03% 34
2023
Q4 		$2.87M Sell
121,702
-8,536
-7% -$180K 1.19% 26
2023
Q3 		$2.7M Sell
130,238
-2,360
-2% -$51.8K 1.22% 31
2023
Q2 		$2.9M Sell
132,598
-50,502
-28% -$1.05M 1.2% 31
2023
Q1 		$3.84M Sell
183,100
-1,448
-0.8% -$31.1K 1.64% 21
2022
Q4 		$3.74M Sell
184,548
-3,740
-2% -$76.6K 1.88% 11
2022
Q3 		$3.56M Sell
188,288
-168
-0.1% -$3.51K 2.01% 14
2022
Q2 		$3.67M Buy
188,456
+4,260
+2% +$91.1K 1.79% 17
2022
Q1 		$4.36M Buy
184,196
+8,480
+5% +$200K 1.71% 20
2021
Q4 		$4.5M Buy
175,716
+6,480
+4% +$168K 2.21% 14
2021
Q3 		$4.24M Buy
169,236
+8,240
+5% +$209K 1.75% 23
2021
Q2 		$4.22M Buy
160,996
+96
+0.1% +$2.45K 1.64% 26
2021
Q1 		$4.01M Buy
160,900
+2,128
+1% +$52.3K 1.77% 25
2020
Q4 		$3.53M Sell
158,772
-8,184
-5% -$163K 1.62% 27
2020
Q3 		$2.85M Buy
166,956
+4,656
+3% +$80.2K 1.66% 25
2020
Q2 		$2.65M Buy
162,300
+9,804
+6% +$147K 1.79% 22
2020
Q1 		$1.96M Buy
152,496
+51,420
+51% +$874K 1.49% 23
2019
Q4 		$1.91M Buy
+101,076
New +$1.83M 1.04% 28

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

EWG Elevate's SCHA Position: Q3 2025 in Review

EWG Elevate increased its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q3 2025, buying an estimated $337K and bringing the position to 93,616 shares worth $2.61M. The position accounts for 0.82% of the portfolio, ranked #44.

EWG Elevate first reported a position in SCHA in Q4 2019 and has held it in 24 quarters since. The position peaked at $4.5M in Q4 2021. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • EWG Elevate held 93,616 shares of Schwab U.S Small- Cap ETF worth $2.61M as of Q3 2025.
  • EWG Elevate bought 12,585 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $337K.
  • Schwab U.S Small- Cap ETF made up 0.82% of EWG Elevate's portfolio in Q3 2025, its #44 holding.
  • EWG Elevate first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 24 quarters since.
  • EWG Elevate's Schwab U.S Small- Cap ETF position peaked at $4.5M in Q4 2021.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on EWG Elevate's 13F filing for Q3 2025, filed 7 Oct 2025.