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Forvis Mazars Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Forvis Mazars Wealth 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 		$343K Hold
11,791
– – 0.01% 332
2025
Q4 		$336K Sell
11,791
-700
-6% -$19.8K 0.01% 338
2025
Q3 		$349K Sell
12,491
-200
-2% -$5.35K 0.01% 335
2025
Q2 		$321K Sell
12,691
-230
-2% -$5.44K 0.01% 342
2025
Q1 		$303K Buy
12,921
+230
+2% +$5.86K 0.01% 347
2024
Q4 		$328K Sell
12,691
-6,295
-33% -$167K 0.01% 364
2024
Q3 		$489K Sell
18,986
-10,810
-36% -$268K 0.01% 318
2024
Q2 		$707K Sell
29,796
-720
-2% -$17.1K 0.02% 238
2024
Q1 		$751K Buy
30,516
+2,808
+10% +$65.8K 0.02% 240
2023
Q4 		$654K Sell
27,708
-52
-0.2% -$1.1K 0.02% 247
2023
Q3 		$575K Buy
27,760
+12,466
+82% +$274K 0.02% 252
2023
Q2 		$335K Buy
15,294
+4,502
+42% +$93.8K 0.01% 343
2023
Q1 		$226K Sell
10,792
-106
-1% -$2.28K 0.01% 372
2022
Q4 		$221K Hold
10,898
– – 0.01% 367
2022
Q3 		$206K Hold
10,898
– – 0.01% 370
2022
Q2 		$212K Buy
10,898
+480
+5% +$10.3K 0.01% 372
2022
Q1 		$247K Buy
+10,418
New +$246K 0.01% 268

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Forvis Mazars Wealth Advisors's SCHA Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 11,791 shares worth $343K. The position accounts for 0.01% of the portfolio, ranked #332.

Forvis Mazars Wealth Advisors first reported a position in SCHA in Q1 2022 and has held it in 17 quarters since. The position peaked at $751K in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 11,791 shares of Schwab U.S Small- Cap ETF worth $343K as of Q1 2026.
  • Forvis Mazars Wealth 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 Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #332 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Forvis Mazars Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $751K in Q1 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.