Frazier Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Frazier Financial 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	$6.78K	Hold	233	–	–	﹤0.01%	469
2025 Q4	$6.64K	Buy	233 +11	+5%	+$311	﹤0.01%	430
2025 Q3	$6.19K	Sell	222 -816	-79%	-$21.8K	﹤0.01%	426
2025 Q2	$26.3K	Buy	1,038 +36	+4%	+$851	0.02%	224
2025 Q1	$23.5K	Buy	+1,002	New	+$25.5K	0.02%	227
2024 Q3	–	Sell	-2	Closed	-$48	–	1011
2024 Q2	$48	Hold	2	–	–	﹤0.01%	961
2024 Q1	$50	Hold	2	–	–	﹤0.01%	905
2023 Q4	$48	Buy	+2	New	+$42	﹤0.01%	846

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

Frazier Financial Advisors's SCHA Position: Q1 2026 in Review

Frazier Financial Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 233 shares worth $6.78K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Frazier Financial Advisors first reported a position in SCHA in Q4 2023 and has held it in 8 quarters since. The position peaked at $26.3K in Q2 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Frazier Financial Advisors held 233 shares of Schwab U.S Small- Cap ETF worth $6.78K as of Q1 2026.
Frazier Financial 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 Frazier Financial Advisors's portfolio in Q1 2026, its #469 holding.
Frazier Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 8 quarters since.
Frazier Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $26.3K in Q2 2025.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Frazier Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.