Financial Gravity Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Financial Gravity Asset Management’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	–	Sell	-98	Closed	-$2.79K	–	969
2025 Q4	$2.79K	Hold	98	–	–	﹤0.01%	584
2025 Q3	$2.73K	Buy	+98	New	+$2.62K	﹤0.01%	750
2025 Q1	$2.3K	Buy	+98	New	+$2.5K	﹤0.01%	802
2024 Q2	–	Hold	0	–	–	–	293

Other funds holding SCHA

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

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

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

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

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

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

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

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

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Financial Gravity Asset Management's SCHA Position: Q1 2026 in Review

Financial Gravity Asset Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 98 shares — an estimated $2.79K sold.

Financial Gravity Asset Management first reported a position in SCHA in Q1 2025 and held it in 3 quarters. The position peaked at $2.79K in Q4 2025. 1,259 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Financial Gravity Asset Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
Financial Gravity Asset Management sold 98 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $2.79K.
Financial Gravity Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2025 and held it in 3 quarters.
Financial Gravity Asset Management's Schwab U.S Small- Cap ETF position peaked at $2.79K in Q4 2025.
1,259 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.