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Foster & Motley’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Foster & Motley’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 		– Sell
-10,391
Closed -$296K – 402
2025
Q4 		$296K Sell
10,391
-392
-4% -$11.1K 0.02% 343
2025
Q3 		$301K Buy
10,783
+565
+6% +$15.1K 0.02% 340
2025
Q2 		$259K Sell
10,218
-619
-6% -$14.6K 0.02% 359
2025
Q1 		$254K Buy
10,837
+27
+0.2% +$688 0.02% 351
2024
Q4 		$280K Sell
10,810
-1,640
-13% -$43.6K 0.02% 339
2024
Q3 		$321K Buy
12,450
+886
+8% +$22K 0.02% 324
2024
Q2 		$274K Sell
11,564
-1,986
-15% -$47.1K 0.02% 332
2024
Q1 		$334K Buy
13,550
+2,362
+21% +$55.3K 0.02% 311
2023
Q4 		$264K Buy
+11,188
New +$236K 0.02% 348
2023
Q3 		– Sell
-11,830
Closed -$259K – 385
2023
Q2 		$259K Sell
11,830
-134
-1% -$2.79K 0.02% 348
2023
Q1 		$251K Sell
11,964
-1,664
-12% -$35.8K 0.02% 353
2022
Q4 		$276K Buy
13,628
+446
+3% +$9.14K 0.02% 332
2022
Q3 		$249K Sell
13,182
-2,010
-13% -$42K 0.02% 323
2022
Q2 		$296K Buy
15,192
+1,600
+12% +$34.2K 0.03% 309
2022
Q1 		$322K Buy
13,592
+712
+6% +$16.8K 0.03% 298
2021
Q4 		$330K Sell
12,880
-592
-4% -$15.3K 0.03% 292
2021
Q3 		$337K Sell
13,472
-1,356
-9% -$34.4K 0.03% 275
2021
Q2 		$386K Sell
14,828
-820
-5% -$21K 0.03% 258
2021
Q1 		$390K Sell
15,648
-764
-5% -$18.8K 0.03% 245
2020
Q4 		$365K Sell
16,412
-532
-3% -$10.6K 0.04% 237
2020
Q3 		$289K Sell
16,944
-2,360
-12% -$40.6K 0.03% 232
2020
Q2 		$315K Sell
19,304
-3,648
-16% -$54.6K 0.04% 224
2020
Q1 		$296K Buy
22,952
+360
+2% +$6.12K 0.04% 212
2019
Q4 		$427K Buy
22,592
+1,324
+6% +$24K 0.05% 202
2019
Q3 		$371K Buy
+21,268
New +$376K 0.05% 207
2018
Q4 		– Sell
-11,692
Closed -$223K – 244
2018
Q3 		$223K Buy
+11,692
New +$223K 0.03% 227

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

Foster & Motley's SCHA Position: Q1 2026 in Review

Foster & Motley sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 10,391 shares — an estimated $296K sold.

Foster & Motley first reported a position in SCHA in Q3 2018 and held it in 26 quarters. The position peaked at $427K in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Foster & Motley reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Foster & Motley sold 10,391 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $296K.
  • Foster & Motley first reported a position in Schwab U.S Small- Cap ETF in Q3 2018 and held it in 26 quarters.
  • Foster & Motley's Schwab U.S Small- Cap ETF position peaked at $427K in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.