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

Financial Perspectives’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	$5.9K	Hold	203	–	–	﹤0.01%	576
2025 Q4	$5.77K	Buy	203 +1	+0.5%	+$28	﹤0.01%	579
2025 Q3	$5.63K	Buy	202 +1	+0.5%	+$27	﹤0.01%	576
2025 Q2	$5.09K	Hold	201	–	–	﹤0.01%	576
2025 Q1	$4.7K	Buy	201 +1	+0.5%	+$25	﹤0.01%	571
2024 Q4	$5.17K	Buy	200 +2	+1%	+$53	﹤0.01%	566
2024 Q3	$5.12K	Hold	198	–	–	﹤0.01%	521
2024 Q2	$4.68K	Hold	198	–	–	﹤0.01%	521
2024 Q1	$4.86K	Hold	198	–	–	﹤0.01%	514
2023 Q4	$4.65K	Buy	198 +2	+1%	+$42	﹤0.01%	535
2023 Q3	$4.06K	Hold	196	–	–	﹤0.01%	531
2023 Q2	$4.29K	Hold	196	–	–	﹤0.01%	528
2023 Q1	$4.11K	Hold	196	–	–	﹤0.01%	525
2022 Q4	$3.97K	Hold	196	–	–	﹤0.01%	534
2022 Q3	$3.7K	Hold	196	–	–	﹤0.01%	535
2022 Q2	$3.82K	Hold	196	–	–	﹤0.01%	545
2022 Q1	$4.64K	Hold	196	–	–	﹤0.01%	548
2021 Q4	$5.02K	Hold	196	–	–	﹤0.01%	515
2021 Q3	$4.91K	Hold	196	–	–	﹤0.01%	519
2021 Q2	$5.11K	Sell	196 -19,340	-99%	-$494K	﹤0.01%	543
2021 Q1	$49K	Buy	19,536 +19,340	+9,867%	+$476K	﹤0.01%	560
2020 Q4	$4.36K	Hold	196	–	–	﹤0.01%	490
2020 Q3	$3.35K	Hold	196	–	–	﹤0.01%	458
2020 Q2	$3.2K	Hold	196	–	–	﹤0.01%	451
2020 Q1	$2.52K	Hold	196	–	–	﹤0.01%	441
2019 Q4	$3.71K	Buy	+196	New	+$3.55K	﹤0.01%	416

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 Perspectives's SCHA Position: Q1 2026 in Review

Financial Perspectives held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 203 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

Financial Perspectives first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $49K in Q1 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Financial Perspectives held 203 shares of Schwab U.S Small- Cap ETF worth $5.9K as of Q1 2026.
Financial Perspectives left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q1 2026, its #576 holding.
Financial Perspectives first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
Financial Perspectives's Schwab U.S Small- Cap ETF position peaked at $49K in Q1 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Financial Perspectives's 13F filing for Q1 2026, filed 11 May 2026.