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

Financial Engines 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	$133M	Sell	4,583,359 -257,767	-5%	-$7.73M	0.27%	35
2025 Q4	$138M	Sell	4,841,126 -155,339	-3%	-$4.39M	0.26%	35
2025 Q3	$139M	Sell	4,996,465 -487,594	-9%	-$13M	0.27%	34
2025 Q2	$139M	Buy	5,484,059 +385,725	+8%	+$9.12M	0.28%	34
2025 Q1	$119M	Sell	5,098,334 -1,657	-0%	-$42.2K	0.26%	33
2024 Q4	$132M	Sell	5,099,991 -152,031	-3%	-$4.05M	0.28%	32
2024 Q3	$134M	Buy	5,252,022 +76,596	+1%	+$1.9M	0.28%	32
2024 Q2	$123M	Sell	5,175,426 -44,718	-0.9%	-$1.06M	0.27%	36
2024 Q1	$129M	Sell	5,220,144 -86,748	-2%	-$2.03M	0.29%	36
2023 Q4	$125M	Sell	5,306,892 -45,486	-0.8%	-$959K	0.3%	36
2023 Q3	$111M	Sell	5,352,378 -88,340	-2%	-$1.94M	0.29%	37
2023 Q2	$119M	Sell	5,440,718 -32,434	-0.6%	-$676K	0.3%	34
2023 Q1	$115M	Sell	5,473,152 -59,212	-1%	-$1.27M	0.3%	35
2022 Q4	$112M	Buy	5,532,364 +351,860	+7%	+$7.21M	0.32%	37
2022 Q3	$97.9M	Sell	5,180,504 -589,436	-10%	-$12.3M	0.32%	35
2022 Q2	$112M	Sell	5,769,940 -734,090	-11%	-$15.7M	0.34%	34
2022 Q1	$154M	Sell	6,504,030 -35,698	-0.5%	-$843K	0.41%	33
2021 Q4	$167M	Buy	6,539,728 +628,244	+11%	+$16.3M	0.45%	33
2021 Q3	$148M	Sell	5,911,484 -380,464	-6%	-$9.66M	0.44%	33
2021 Q2	$164M	Buy	6,291,948 +496,696	+9%	+$12.7M	0.48%	33
2021 Q1	$144M	Sell	5,795,252 -800,044	-12%	-$19.7M	0.45%	34
2020 Q4	$147M	Sell	6,595,296 -477,992	-7%	-$9.52M	0.5%	33
2020 Q3	$121M	Sell	7,073,288 -212,756	-3%	-$3.66M	0.48%	34
2020 Q2	$119M	Buy	7,286,044 +5,914,052	+431%	+$88.6M	0.52%	32
2020 Q1	$17.7M	Sell	1,371,992 -572,156	-29%	-$9.72M	0.09%	46
2019 Q4	$36.8M	Sell	1,944,148 -70,376	-3%	-$1.27M	0.18%	36
2019 Q3	$35.1M	Buy	2,014,524 +14,672	+0.7%	+$259K	0.19%	35
2019 Q2	$35.7M	Sell	1,999,852 -138,172	-6%	-$2.44M	0.21%	32
2019 Q1	$37.4M	Sell	2,138,024 -1,059,200	-33%	-$18.1M	0.2%	32
2018 Q4	$45.2M	Buy	3,197,224 +2,388,576	+295%	+$40.4M	0.31%	33
2018 Q3	$15.4M	Sell	808,648 -478,884	-37%	-$9.13M	0.29%	17
2018 Q2	$23.7M	Buy	1,287,532 +69,848	+6%	+$1.26M	0.56%	15
2018 Q1	$21M	Buy	1,217,684 +6,860	+0.6%	+$121K	0.61%	13
2017 Q4	$21.1M	Buy	1,210,824 +40,676	+3%	+$696K	0.61%	12
2017 Q3	$19.7M	Buy	1,170,148 +143,972	+14%	+$2.31M	0.66%	14
2017 Q2	$16.4M	Buy	+1,026,176	New	+$16.2M	0.76%	12

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

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

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

Financial Engines Advisors's SCHA Position: Q1 2026 in Review

Financial Engines Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 5.3% in Q1 2026, selling an estimated $7.73M and leaving 4,583,359 shares worth $133M. The position accounts for 0.27% of the portfolio, ranked #35.

Financial Engines Advisors first reported a position in SCHA in Q2 2017 and has held it in 36 quarters since. The position peaked at $167M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Financial Engines Advisors held 4,583,359 shares of Schwab U.S Small- Cap ETF worth $133M as of Q1 2026.
Financial Engines Advisors sold 257,767 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $7.73M.
Schwab U.S Small- Cap ETF made up 0.27% of Financial Engines Advisors's portfolio in Q1 2026, its #35 holding.
Financial Engines Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2017 and has held it in 36 quarters since.
Financial Engines Advisors's Schwab U.S Small- Cap ETF position peaked at $167M in Q4 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.