Finer Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Finer Wealth 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	$450K	Sell	15,474 -5,383	-26%	-$161K	0.23%	62
2025 Q4	$594K	Sell	20,857 -9,096	-30%	-$257K	0.29%	52
2025 Q3	$836K	Sell	29,953 -5,278	-15%	-$141K	0.42%	46
2025 Q2	$891K	Sell	35,231 -4,044	-10%	-$95.6K	0.48%	42
2025 Q1	$920K	Sell	39,275 -4,098	-9%	-$104K	0.55%	38
2024 Q4	$1.12M	Buy	43,373 +7,255	+20%	+$193K	0.64%	35
2024 Q3	$930K	Buy	36,118 +12,564	+53%	+$312K	0.57%	38
2024 Q2	$559K	Buy	23,554 +11,760	+100%	+$279K	0.36%	50
2024 Q1	$290K	Buy	+11,794	New	+$276K	0.19%	70

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

Finer Wealth Management's SCHA Position: Q1 2026 in Review

Finer Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 26% in Q1 2026, selling an estimated $161K and leaving 15,474 shares worth $450K. The position accounts for 0.23% of the portfolio, ranked #62.

Finer Wealth Management first reported a position in SCHA in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q4 2024. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Finer Wealth Management held 15,474 shares of Schwab U.S Small- Cap ETF worth $450K as of Q1 2026.
Finer Wealth Management sold 5,383 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $161K.
Schwab U.S Small- Cap ETF made up 0.23% of Finer Wealth Management's portfolio in Q1 2026, its #62 holding.
Finer Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2024 and has held it in 9 quarters since.
Finer Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.12M in Q4 2024.
1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Finer Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.