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

Founders Financial Securities’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
-8,776
Closed -$250K – 580
2025
Q4 		$250K Buy
+8,776
New +$248K 0.01% 512
2025
Q3 		– Sell
-8,324
Closed -$211K – 521
2025
Q2 		$211K Buy
+8,324
New +$197K 0.02% 472

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Founders Financial Securities sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 8,776 shares — an estimated $250K sold.

Founders Financial Securities first reported a position in SCHA in Q2 2025 and held it in 2 quarters. The position peaked at $250K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Founders Financial Securities reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Founders Financial Securities sold 8,776 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $250K.
  • Founders Financial Securities first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and held it in 2 quarters.
  • Founders Financial Securities's Schwab U.S Small- Cap ETF position peaked at $250K in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.