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

Financial Connections Group’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 Q4	–	Sell	-324	Closed	-$9K	–	241
2025 Q3	$9K	Hold	324	–	–	﹤0.01%	180
2025 Q2	$8K	Sell	324 -6,761	-95%	-$160K	﹤0.01%	194
2025 Q1	$166K	Buy	+7,085	New	+$181K	0.07%	62
2022 Q3	–	Sell	-316	Closed	-$6K	–	278
2022 Q2	$6K	Sell	316 -44	-12%	-$941	0.01%	221
2022 Q1	$8K	Sell	360 -168	-32%	-$3.97K	0.01%	208
2021 Q4	$13K	Buy	+528	New	+$13.7K	0.01%	186

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Financial Connections Group's SCHA Position: Q4 2025 in Review

Financial Connections Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 324 shares — an estimated $9K sold.

Financial Connections Group first reported a position in SCHA in Q4 2021 and held it in 6 quarters. The position peaked at $166K in Q1 2025. 1,243 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Financial Connections Group reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
Financial Connections Group sold 324 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $9K.
Financial Connections Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 6 quarters.
Financial Connections Group's Schwab U.S Small- Cap ETF position peaked at $166K in Q1 2025.
1,243 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Financial Connections Group's 13F filing for Q4 2025, filed 23 Jan 2026.