FC
SCHA icon

Fusion Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Fusion Capital’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 		$251K Buy
8,620
+9
+0.1% +$270 0.07% 86
2025
Q4 		$245K Buy
8,611
+30
+0.3% +$847 0.07% 85
2025
Q3 		$241K Sell
8,581
-124
-1% -$3.32K 0.07% 90
2025
Q2 		$220K Sell
8,705
-357
-4% -$8.44K 0.08% 87
2025
Q1 		$212K Buy
9,062
+506
+6% +$12.9K 0.08% 76
2024
Q4 		$221K Buy
8,556
+30
+0.4% +$798 0.09% 80
2024
Q3 		$220K Sell
8,526
-130
-2% -$3.23K 0.09% 73
2024
Q2 		$205K Buy
8,656
+210
+2% +$4.98K 0.09% 73
2024
Q1 		$208K Sell
8,446
-2,574
-23% -$60.3K 0.1% 72
2023
Q4 		$260K Sell
11,020
-122
-1% -$2.57K 0.13% 64
2023
Q3 		$231K Sell
11,142
-246
-2% -$5.4K 0.13% 66
2023
Q2 		$249K Sell
11,388
-612
-5% -$12.8K 0.14% 68
2023
Q1 		$252K Sell
12,000
-1,480
-11% -$31.8K 0.14% 64
2022
Q4 		$273K Buy
13,480
+1,174
+10% +$24.1K 0.16% 61
2022
Q3 		$233K Sell
12,306
-1,678
-12% -$35.1K 0.15% 61
2022
Q2 		$273K Sell
13,984
-46
-0.3% -$983 0.17% 61
2022
Q1 		$332K Sell
14,030
-362
-3% -$8.54K 0.17% 61
2021
Q4 		$368K Buy
14,392
+56
+0.4% +$1.45K 0.19% 60
2021
Q3 		$359K Buy
14,336
+28
+0.2% +$711 0.21% 55
2021
Q2 		$373K Sell
14,308
-604
-4% -$15.4K 0.22% 52
2021
Q1 		$372K Sell
14,912
-396
-3% -$9.74K 0.24% 49
2020
Q4 		$341K Sell
15,308
-3,920
-20% -$78K 0.25% 46
2020
Q3 		$328K Sell
19,228
-3,312
-15% -$57K 0.29% 44
2020
Q2 		$368K Sell
22,540
-2,304
-9% -$34.5K 0.35% 37
2020
Q1 		$320K Sell
24,844
-9,616
-28% -$163K 0.38% 35
2019
Q4 		$652K Buy
+34,460
New +$624K 0.59% 33

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

Fusion Capital's SCHA Position: Q1 2026 in Review

Fusion Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.1% in Q1 2026, buying an estimated $270 and bringing the position to 8,620 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #86.

Fusion Capital first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $652K in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Fusion Capital held 8,620 shares of Schwab U.S Small- Cap ETF worth $251K as of Q1 2026.
  • Fusion Capital bought 9 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $270.
  • Schwab U.S Small- Cap ETF made up 0.07% of Fusion Capital's portfolio in Q1 2026, its #86 holding.
  • Fusion Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Fusion Capital's Schwab U.S Small- Cap ETF position peaked at $652K in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Fusion Capital's 13F filing for Q1 2026, filed 13 May 2026.