Focus Partners Advisor Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Focus Partners Advisor Solutions’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	$1.65M	Sell	56,875 -26,100	-31%	-$782K	0.02%	402
2025 Q4	$2.36M	Sell	82,975 -55,855	-40%	-$1.58M	0.03%	275
2025 Q3	$3.89M	Buy	138,830 +58,029	+72%	+$1.55M	0.04%	218
2025 Q2	$2.04M	Buy	80,801 +6,358	+9%	+$150K	0.03%	269
2025 Q1	$1.74M	Buy	74,443 +51,450	+224%	+$1.31M	0.03%	276
2024 Q4	$595K	Sell	22,993 -33,921	-60%	-$903K	0.01%	431
2024 Q3	$1.47M	Sell	56,914 -5,254	-8%	-$130K	0.03%	227
2024 Q2	$1.47M	Sell	62,168 -3,120	-5%	-$74K	0.04%	197
2024 Q1	$1.61M	Buy	+65,288	New	+$1.53M	0.05%	181
2023 Q4	–	Sell	-10,828	Closed	-$224K	–	462
2023 Q3	$224K	Buy	+10,828	New	+$238K	0.01%	403

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

Focus Partners Advisor Solutions's SCHA Position: Q1 2026 in Review

Focus Partners Advisor Solutions reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 31% in Q1 2026, selling an estimated $782K and leaving 56,875 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #402.

Focus Partners Advisor Solutions first reported a position in SCHA in Q3 2023 and has held it in 10 quarters since. The position peaked at $3.89M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Focus Partners Advisor Solutions held 56,875 shares of Schwab U.S Small- Cap ETF worth $1.65M as of Q1 2026.
Focus Partners Advisor Solutions sold 26,100 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $782K.
Schwab U.S Small- Cap ETF made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #402 holding.
Focus Partners Advisor Solutions first reported a position in Schwab U.S Small- Cap ETF in Q3 2023 and has held it in 10 quarters since.
Focus Partners Advisor Solutions's Schwab U.S Small- Cap ETF position peaked at $3.89M in Q3 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.