Fidelis Capital Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fidelis Capital 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	$430K	Buy	14,772 +2,410	+19%	+$72.2K	0.03%	342
2025 Q4	$352K	Buy	+12,362	New	+$349K	0.03%	372
2024 Q1	–	Sell	-15,714	Closed	-$371K	–	386
2023 Q4	$371K	Hold	15,714	–	–	0.08%	209
2023 Q3	$325K	Buy	+15,714	New	+$345K	0.11%	183

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

Fidelis Capital Partners's SCHA Position: Q1 2026 in Review

Fidelis Capital Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 19% in Q1 2026, buying an estimated $72.2K and bringing the position to 14,772 shares worth $430K. The position accounts for 0.03% of the portfolio, ranked #342.

Fidelis Capital Partners first reported a position in SCHA in Q3 2023 and has held it in 4 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Fidelis Capital Partners held 14,772 shares of Schwab U.S Small- Cap ETF worth $430K as of Q1 2026.
Fidelis Capital Partners bought 2,410 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $72.2K.
Schwab U.S Small- Cap ETF made up 0.03% of Fidelis Capital Partners's portfolio in Q1 2026, its #342 holding.
Fidelis Capital Partners first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 4 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.