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

Financial Management Network’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	$300K	Buy	9,739 +14	+0.1%	+$420	0.05%	162
2025 Q4	$280K	Buy	9,725 +41	+0.4%	+$1.16K	0.04%	155
2025 Q3	$274K	Buy	9,684 +30	+0.3%	+$802	0.05%	155
2025 Q2	$252K	Buy	9,654 +30	+0.3%	+$709	0.05%	154
2025 Q1	$202K	Buy	9,624 +22	+0.2%	+$561	0.05%	150
2024 Q4	$252K	Buy	9,602 +58	+0.6%	+$1.54K	0.05%	142
2024 Q3	$244K	Buy	9,544 +30	+0.3%	+$745	0.05%	152
2024 Q2	$223K	Buy	9,514 +30	+0.3%	+$711	0.05%	139
2024 Q1	$226K	Buy	9,484 +22	+0.2%	+$515	0.06%	144
2023 Q4	$216K	Buy	+9,462	New	+$199K	0.06%	128
2022 Q2	–	Sell	-8,824	Closed	-$212K	–	130
2022 Q1	$212K	Buy	8,824 +12	+0.1%	+$283	0.11%	111
2021 Q4	$228K	Buy	8,812 +44	+0.5%	+$1.14K	0.1%	121
2021 Q3	$221K	Buy	8,768 +24	+0.3%	+$609	0.11%	115
2021 Q2	$227K	Sell	8,744 -580	-6%	-$14.8K	0.12%	114
2021 Q1	$240K	Buy	9,324 +16	+0.2%	+$394	0.12%	113
2020 Q4	$226K	Buy	+9,308	New	+$185K	0.14%	100

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 Management Network's SCHA Position: Q1 2026 in Review

Financial Management Network increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.14% in Q1 2026, buying an estimated $420 and bringing the position to 9,739 shares worth $300K. The position accounts for 0.05% of the portfolio, ranked #162.

Financial Management Network first reported a position in SCHA in Q4 2020 and has held it in 16 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Financial Management Network held 9,739 shares of Schwab U.S Small- Cap ETF worth $300K as of Q1 2026.
Financial Management Network bought 14 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $420.
Schwab U.S Small- Cap ETF made up 0.05% of Financial Management Network's portfolio in Q1 2026, its #162 holding.
Financial Management Network first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 16 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Financial Management Network's 13F filing for Q1 2026, filed 17 Apr 2026.