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FPC Investment Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

FPC Investment Advisory’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 		$314K Sell
9,753
-108
-1% -$3.24K 0.16% 25
2025
Q4 		$281K Buy
9,861
+215
+2% +$6.07K 0.15% 26
2025
Q3 		$269K Hold
9,646
– – 0.16% 23
2025
Q2 		$252K Buy
9,646
+258
+3% +$6.1K 0.16% 23
2025
Q1 		$219K Buy
9,388
+8,890
+1,785% +$227K 0.15% 23
2024
Q4 		$13.3K Buy
+498
New +$13.3K 0.01% 138

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

FPC Investment Advisory's SCHA Position: Q1 2026 in Review

FPC Investment Advisory reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.1% in Q1 2026, selling an estimated $3.24K and leaving 9,753 shares worth $314K. The position accounts for 0.16% of the portfolio, ranked #25.

FPC Investment Advisory first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • FPC Investment Advisory held 9,753 shares of Schwab U.S Small- Cap ETF worth $314K as of Q1 2026.
  • FPC Investment Advisory sold 108 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $3.24K.
  • Schwab U.S Small- Cap ETF made up 0.16% of FPC Investment Advisory's portfolio in Q1 2026, its #25 holding.
  • FPC Investment Advisory first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on FPC Investment Advisory's 13F filing for Q1 2026, filed 4 May 2026.