First Foundation Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

First Foundation 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	$279K	Hold	9,595	–	–	0.01%	296
2025 Q4	$273K	Buy	9,595 +508	+6%	+$14.3K	0.01%	288
2025 Q3	$254K	Buy	+9,087	New	+$243K	0.01%	296
2025 Q1	–	Sell	-7,823	Closed	-$202K	–	344
2024 Q4	$202K	Buy	+7,823	New	+$208K	0.01%	328
2024 Q1	–	Sell	-8,542	Closed	-$202K	–	451
2023 Q4	$202K	Buy	+8,542	New	+$180K	0.01%	336
2022 Q2	–	Sell	-8,598	Closed	-$204K	–	446
2022 Q1	$204K	Sell	8,598 -3,998	-32%	-$94.4K	0.01%	400
2021 Q4	$322K	Buy	12,596 +4,312	+52%	+$112K	0.01%	333
2021 Q3	$207K	Sell	8,284 -572	-6%	-$14.5K	0.01%	423
2021 Q2	$231K	Buy	+8,856	New	+$226K	0.01%	404

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

First Foundation Advisors's SCHA Position: Q1 2026 in Review

First Foundation Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 9,595 shares worth $279K. The position accounts for 0.01% of the portfolio, ranked #296.

First Foundation Advisors first reported a position in SCHA in Q2 2021 and has held it in 9 quarters since. The position peaked at $322K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

First Foundation Advisors held 9,595 shares of Schwab U.S Small- Cap ETF worth $279K as of Q1 2026.
First Foundation Advisors 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 First Foundation Advisors's portfolio in Q1 2026, its #296 holding.
First Foundation Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2021 and has held it in 9 quarters since.
First Foundation Advisors's Schwab U.S Small- Cap ETF position peaked at $322K in Q4 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.