FSA Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

FSA Wealth Management’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
2025 Q3	$4.66K	Buy	167 +1	+0.6%	+$27	﹤0.01%	413
2025 Q2	$4.21K	Hold	166	–	–	﹤0.01%	405
2025 Q1	$3.89K	Buy	166 +1	+0.6%	+$25	﹤0.01%	384
2024 Q4	$4.28K	Sell	165 -157	-49%	-$4.18K	﹤0.01%	405
2024 Q3	$8.3K	Buy	+322	New	+$8K	﹤0.01%	329
2024 Q1	$28.4K	Sell	1,154 -474	-29%	-$11.1K	0.01%	210
2023 Q4	$38K	Buy	+1,628	New	+$34.3K	0.02%	164

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

FSA Wealth Management's SCHA Position: Q3 2025 in Review

FSA Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.6% in Q3 2025, buying an estimated $27 and bringing the position to 167 shares worth $4.66K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

FSA Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 7 quarters since. The position peaked at $38K in Q4 2023. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

FSA Wealth Management held 167 shares of Schwab U.S Small- Cap ETF worth $4.66K as of Q3 2025.
FSA Wealth Management bought 1 Schwab U.S Small- Cap ETF share in Q3 2025, an estimated $27.
Schwab U.S Small- Cap ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #413 holding.
FSA Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 7 quarters since.
FSA Wealth Management's Schwab U.S Small- Cap ETF position peaked at $38K in Q4 2023.
1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.