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

Financial 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
2025
Q3 		$1.75M Buy
62,857
+24
+0% +$642 0.31% 23
2025
Q2 		$1.59M Buy
62,833
+24
+0% +$567 0.3% 22
2025
Q1 		$1.47M Buy
62,809
+17
+0% +$433 0.29% 23
2024
Q4 		$1.62M Buy
62,792
+44
+0.1% +$1.17K 0.31% 21
2024
Q3 		$1.62M Buy
62,748
+404
+0.6% +$10K 0.31% 24
2024
Q2 		$1.48M Hold
62,344
– – 0.3% 21
2024
Q1 		$1.53M Sell
62,344
-2,814
-4% -$65.9K 0.32% 20
2023
Q4 		$1.54M Sell
65,158
-1,904,252
-97% -$40.1M 0.35% 19
2023
Q3 		$40.8M Buy
1,969,410
+35,508
+2% +$779K 10.1% 6
2023
Q2 		$42.4M Buy
1,933,902
+64,016
+3% +$1.33M 10.09% 6
2023
Q1 		$39.2M Buy
1,869,886
+64,838
+4% +$1.39M 9.93% 6
2022
Q4 		$36.6M Buy
1,805,048
+49,460
+3% +$1.01M 9.99% 6
2022
Q3 		$33.7M Buy
1,755,588
+139,302
+9% +$2.91M 11.71% 4
2022
Q2 		$31.5M Buy
1,616,286
+83,718
+5% +$1.79M 11.13% 4
2022
Q1 		$36.3M Buy
1,532,568
+75,276
+5% +$1.78M 11.33% 4
2021
Q4 		$37.3M Buy
1,457,292
+107,360
+8% +$2.78M 11.37% 4
2021
Q3 		$33.8M Buy
1,349,932
+80,540
+6% +$2.05M 11.43% 4
2021
Q2 		$33.1M Buy
1,269,392
+115,916
+10% +$2.96M 11.6% 4
2021
Q1 		$28.7M Buy
1,153,476
+99,768
+9% +$2.45M 11.47% 4
2020
Q4 		$23.4M Buy
1,053,708
+39,724
+4% +$791K 10.42% 4
2020
Q3 		$17.3M Buy
1,013,984
+36,604
+4% +$630K 9.11% 4
2020
Q2 		$16M Buy
977,380
+117,496
+14% +$1.76M 8.89% 4
2020
Q1 		$11.1M Buy
859,884
+136,172
+19% +$2.31M 7.49% 4
2019
Q4 		$13.7M Buy
723,712
+34,168
+5% +$618K 7.76% 4
2019
Q3 		$12M Buy
689,544
+246,092
+55% +$4.35M 7.37% 4
2019
Q2 		$7.92M Buy
443,452
+56,488
+15% +$999K 5.09% 5
2019
Q1 		$6.76M Buy
386,964
+64,144
+20% +$1.1M 4.62% 6
2018
Q4 		$4.9M Buy
+322,820
New +$5.45M 3.98% 6

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

Financial Advisors's SCHA Position: Q3 2025 in Review

Financial Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.04% in Q3 2025, buying an estimated $642 and bringing the position to 62,857 shares worth $1.75M. The position accounts for 0.31% of the portfolio, ranked #23.

Financial Advisors first reported a position in SCHA in Q4 2018 and has held it in 28 quarters since. The position peaked at $42.4M in Q2 2023. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Financial Advisors held 62,857 shares of Schwab U.S Small- Cap ETF worth $1.75M as of Q3 2025.
  • Financial Advisors bought 24 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $642.
  • Schwab U.S Small- Cap ETF made up 0.31% of Financial Advisors's portfolio in Q3 2025, its #23 holding.
  • Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 28 quarters since.
  • Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $42.4M in Q2 2023.
  • 1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Financial Advisors's 13F filing for Q3 2025, filed 7 Nov 2025.