Founders Financial Alliance’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Founders Financial Alliance’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	$2.97K	Hold	102	–	–	﹤0.01%	698
2025 Q4	$2.9K	Hold	102	–	–	﹤0.01%	570
2025 Q3	$2.85K	Hold	102	–	–	﹤0.01%	673
2025 Q2	$2.58K	Hold	102	–	–	﹤0.01%	516
2025 Q1	$2.39K	Hold	102	–	–	﹤0.01%	583
2024 Q4	$2.64K	Hold	102	–	–	﹤0.01%	542
2024 Q3	$2.63K	Buy	102 +74	+264%	+$1.84K	﹤0.01%	554
2024 Q2	$664	Sell	28 -124	-82%	-$2.94K	﹤0.01%	551
2024 Q1	$3.74K	Buy	152 +124	+443%	+$2.9K	﹤0.01%	523
2023 Q4	$661	Hold	28	–	–	﹤0.01%	485
2023 Q3	$580	Sell	28 -38	-58%	-$834	﹤0.01%	470
2023 Q2	$1.43K	Hold	66	–	–	﹤0.01%	501
2023 Q1	$1.36K	Sell	66 -54	-45%	-$1.16K	﹤0.01%	447
2022 Q4	$2.45K	Hold	120	–	–	﹤0.01%	462
2022 Q3	$2K	Hold	120	–	–	﹤0.01%	461
2022 Q2	$2K	Hold	120	–	–	﹤0.01%	486
2022 Q1	$3K	Hold	120	–	–	﹤0.01%	424
2021 Q4	$3K	Hold	120	–	–	﹤0.01%	464
2021 Q3	$3K	Hold	120	–	–	﹤0.01%	437
2021 Q2	$3K	Buy	120 +56	+88%	+$1.43K	﹤0.01%	458
2021 Q1	$2K	Buy	+64	New	+$1.57K	﹤0.01%	451

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

Founders Financial Alliance's SCHA Position: Q1 2026 in Review

Founders Financial Alliance held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 102 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Founders Financial Alliance first reported a position in SCHA in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.74K in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Founders Financial Alliance held 102 shares of Schwab U.S Small- Cap ETF worth $2.97K as of Q1 2026.
Founders Financial Alliance 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 Founders Financial Alliance's portfolio in Q1 2026, its #698 holding.
Founders Financial Alliance first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and has held it in 21 quarters since.
Founders Financial Alliance's Schwab U.S Small- Cap ETF position peaked at $3.74K in Q1 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.