FWP
SCHA icon

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

FAS Wealth Partners’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 		$918K Buy
31,585
+140
+0.4% +$4.2K 0.06% 177
2025
Q4 		$896K Sell
31,445
-1,489
-5% -$42K 0.06% 172
2025
Q3 		$919K Buy
32,934
+4,573
+16% +$122K 0.06% 172
2025
Q2 		$718K Buy
28,361
+5,101
+22% +$121K 0.05% 185
2025
Q1 		$545K Buy
23,260
+15
+0.1% +$382 0.04% 196
2024
Q4 		$601K Sell
23,245
-109
-0.5% -$2.9K 0.05% 191
2024
Q3 		$601K Sell
23,354
-934
-4% -$23.2K 0.05% 192
2024
Q2 		$576K Sell
24,288
-1,290
-5% -$30.6K 0.05% 186
2024
Q1 		$630K Sell
25,578
-1,398
-5% -$32.8K 0.06% 179
2023
Q4 		$637K Sell
26,976
-898
-3% -$18.9K 0.06% 178
2023
Q3 		$577K Sell
27,874
-702
-2% -$15.4K 0.06% 176
2023
Q2 		$626K Buy
28,576
+2,332
+9% +$48.6K 0.08% 159
2023
Q1 		$550K Sell
26,244
-13,480
-34% -$290K 0.06% 185
2022
Q4 		$805K Sell
39,724
-1,222
-3% -$25K 0.09% 163
2022
Q3 		$774K Sell
40,946
-644
-2% -$13.5K 0.09% 151
2022
Q2 		$811K Buy
41,590
+2,866
+7% +$61.3K 0.09% 150
2022
Q1 		$917K Buy
38,724
+1,468
+4% +$34.7K 0.09% 144
2021
Q4 		$954K Sell
37,256
-6,480
-15% -$168K 0.09% 135
2021
Q3 		$1.09M Buy
43,736
+140
+0.3% +$3.56K 0.1% 123
2021
Q2 		$1.14M Buy
43,596
+3,520
+9% +$90K 0.11% 120
2021
Q1 		$999K Buy
40,076
+560
+1% +$13.8K 0.1% 123
2020
Q4 		$879K Sell
39,516
-77,404
-66% -$1.54M 0.1% 126
2020
Q3 		$2M Sell
116,920
-15,360
-12% -$264K 0.27% 68
2020
Q2 		$2.16M Sell
132,280
-23,444
-15% -$351K 0.32% 61
2020
Q1 		$2.01M Sell
155,724
-12,028
-7% -$204K 0.35% 56
2019
Q4 		$3.17M Buy
167,752
+13,604
+9% +$246K 0.53% 37
2019
Q3 		$2.69M Buy
154,148
+3,740
+2% +$66K 0.49% 40
2019
Q2 		$2.69M Buy
150,408
+5,176
+4% +$91.5K 0.5% 40
2019
Q1 		$2.54M Buy
145,232
+6,384
+5% +$109K 0.5% 40
2018
Q4 		$2.11M Sell
138,848
-2,268
-2% -$38.3K 0.48% 46
2018
Q3 		$2.69M Buy
141,116
+2,480
+2% +$47.3K 0.61% 36
2018
Q2 		$2.55M Buy
138,636
+5,780
+4% +$105K 0.69% 34
2018
Q1 		$2.3M Buy
132,856
+6,244
+5% +$110K 0.66% 33
2017
Q4 		$2.21M Buy
126,612
+7,468
+6% +$128K 0.58% 35
2017
Q3 		$2.01M Buy
119,144
+3,292
+3% +$52.9K 0.56% 36
2017
Q2 		$1.85M Buy
115,852
+5,560
+5% +$87.8K 0.55% 35
2017
Q1 		$1.74M Buy
110,292
+42,344
+62% +$663K 0.54% 36
2016
Q4 		$1.04M Buy
67,948
+13,152
+24% +$193K 0.31% 47
2016
Q3 		$788K Buy
54,796
+18,276
+50% +$259K 0.26% 53
2016
Q2 		$493K Buy
+36,520
New +$485K 0.18% 75

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

FAS Wealth Partners's SCHA Position: Q1 2026 in Review

FAS Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.45% in Q1 2026, buying an estimated $4.2K and bringing the position to 31,585 shares worth $918K. The position accounts for 0.06% of the portfolio, ranked #177.

FAS Wealth Partners first reported a position in SCHA in Q2 2016 and has held it in 40 quarters since. The position peaked at $3.17M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • FAS Wealth Partners held 31,585 shares of Schwab U.S Small- Cap ETF worth $918K as of Q1 2026.
  • FAS Wealth Partners bought 140 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.2K.
  • Schwab U.S Small- Cap ETF made up 0.06% of FAS Wealth Partners's portfolio in Q1 2026, its #177 holding.
  • FAS Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2016 and has held it in 40 quarters since.
  • FAS Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $3.17M in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.