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

FF 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	$5.39M	Buy	168,148 +9,189	+6%	+$275K	2.19%	9
2025 Q4	$4.53M	Buy	158,959 +1,386	+0.9%	+$39.1K	2.02%	10
2025 Q3	$4.4M	Buy	157,573 +13,450	+9%	+$360K	2.1%	11
2025 Q2	$3.65M	Buy	144,123 +1,665	+1%	+$39.4K	1.89%	13
2025 Q1	$3.31M	Buy	142,458 +7,048	+5%	+$180K	1.9%	12
2024 Q4	$3.68M	Sell	135,410 -152,068	-53%	-$4.05M	2.49%	10
2024 Q3	$3.74M	Buy	287,478 +145,638	+103%	+$3.62M	2.4%	10
2024 Q2	$3.37M	Sell	141,840 -112	-0.1%	-$2.65K	2.37%	11
2024 Q1	$3.49M	Buy	141,952 +4,814	+4%	+$113K	2.42%	10
2023 Q4	$3.24M	Buy	+137,138	New	+$2.89M	2.7%	9

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

FF Advisors's SCHA Position: Q1 2026 in Review

FF Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.8% in Q1 2026, buying an estimated $275K and bringing the position to 168,148 shares worth $5.39M. The position accounts for 2.19% of the portfolio, ranked #9.

FF Advisors first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

FF Advisors held 168,148 shares of Schwab U.S Small- Cap ETF worth $5.39M as of Q1 2026.
FF Advisors bought 9,189 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $275K.
Schwab U.S Small- Cap ETF made up 2.19% of FF Advisors's portfolio in Q1 2026, its #9 holding.
FF Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on FF Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.