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

Financial Consulate’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	$825K	Buy	28,364 +18,702	+194%	+$561K	0.1%	59
2025 Q4	$275K	Buy	9,662 +28	+0.3%	+$791	0.04%	130
2025 Q3	$269K	Buy	+9,634	New	+$258K	0.04%	136
2019 Q2	–	Sell	-181,632	Closed	-$3.17M	–	106
2019 Q1	$3.17M	Buy	181,632 +43,236	+31%	+$740K	1.45%	15
2018 Q4	$2.1M	Sell	138,396 -11,452	-8%	-$194K	1.26%	19
2018 Q3	$2.85M	Buy	149,848 +3,128	+2%	+$59.6K	1.62%	16
2018 Q2	$2.7M	Buy	146,720 +4,976	+4%	+$90K	1.37%	15
2018 Q1	$2.45M	Buy	141,744 +16,756	+13%	+$295K	1.3%	18
2017 Q4	$2.18M	Buy	124,988 +5,340	+4%	+$91.4K	1.11%	22
2017 Q3	$2.02M	Buy	119,648 +4,616	+4%	+$74.2K	1.1%	23
2017 Q2	$1.84M	Buy	115,032 +41,180	+56%	+$650K	1.08%	23
2017 Q1	$1.16M	Buy	73,852 +1,828	+3%	+$28.6K	0.74%	35
2016 Q4	$1.11M	Buy	72,024 +3,908	+6%	+$57.5K	0.8%	28
2016 Q3	$980K	Buy	68,116 +744	+1%	+$10.6K	0.87%	23
2016 Q2	$910K	Buy	67,372 +596	+0.9%	+$7.91K	0.7%	24
2016 Q1	$869K	Sell	66,776 -2,056	-3%	-$24.9K	0.6%	31
2015 Q4	$896K	Buy	+68,832	New	+$919K	0.64%	29
2015 Q1	–	Sell	-21,448	Closed	-$296K	–	66
2014 Q4	$296K	Buy	+21,448	New	+$285K	0.2%	57

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

Financial Consulate's SCHA Position: Q1 2026 in Review

Financial Consulate increased its Schwab U.S Small- Cap ETF (SCHA) stake by 194% in Q1 2026, buying an estimated $561K and bringing the position to 28,364 shares worth $825K. The position accounts for 0.1% of the portfolio, ranked #59.

Financial Consulate first reported a position in SCHA in Q4 2014 and has held it in 18 quarters since. The position peaked at $3.17M in Q1 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Financial Consulate held 28,364 shares of Schwab U.S Small- Cap ETF worth $825K as of Q1 2026.
Financial Consulate bought 18,702 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $561K.
Schwab U.S Small- Cap ETF made up 0.1% of Financial Consulate's portfolio in Q1 2026, its #59 holding.
Financial Consulate first reported a position in Schwab U.S Small- Cap ETF in Q4 2014 and has held it in 18 quarters since.
Financial Consulate's Schwab U.S Small- Cap ETF position peaked at $3.17M in Q1 2019.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.