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

Focus Partners Wealth’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 		$38.2M Sell
1,313,049
-98,994
-7% -$2.97M 0.04% 346
2025
Q4 		$40.2M Buy
1,412,043
+119,952
+9% +$3.39M 0.05% 335
2025
Q3 		$36M Buy
1,292,091
+3,020
+0.2% +$80.8K 0.06% 275
2025
Q2 		$32.6M Sell
1,289,071
-24,175
-2% -$572K 0.07% 258
2025
Q1 		$30.8M Buy
1,313,246
+11,937
+0.9% +$304K 0.08% 247
2024
Q4 		$33.7M Buy
1,301,309
+176,131
+16% +$4.69M 0.09% 225
2024
Q3 		$29M Buy
1,125,178
+831,834
+284% +$20.7M 0.09% 217
2024
Q2 		$6.96M Buy
293,344
+175,326
+149% +$4.16M 0.02% 433
2024
Q1 		$2.91M Buy
118,018
+78,558
+199% +$1.84M 0.02% 428
2023
Q4 		$932K Buy
+39,460
New +$832K 0.01% 462

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AA
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Cerity Partners
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Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return