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

Game Plan 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 		$2.83M Sell
97,357
-6,697
-6% -$201K 1.27% 28
2025
Q4 		$2.96M Sell
104,054
-98,413
-49% -$2.78M 1.19% 27
2025
Q3 		$5.65M Buy
202,467
+34,453
+21% +$921K 2.34% 12
2025
Q2 		$4.25M Sell
168,014
-7,194
-4% -$170K 1.86% 20
2025
Q1 		$4.11M Sell
175,208
-507
-0.3% -$12.9K 1.99% 18
2024
Q4 		$4.54M Buy
175,715
+12,105
+7% +$322K 2.16% 15
2024
Q3 		$4.21M Buy
163,610
+2,142
+1% +$53.2K 2.04% 16
2024
Q2 		$3.83M Sell
161,468
-2,570
-2% -$60.9K 1.89% 16
2024
Q1 		$4.04M Buy
164,038
+22,690
+16% +$532K 2.04% 15
2023
Q4 		$3.34M Buy
+141,348
New +$2.98M 1.91% 16
2022
Q4 		$2.8M Sell
138,300
-142
-0.1% -$2.91K 2.31% 15
2022
Q3 		$2.62M Sell
138,442
-3,926
-3% -$82.1K 2.21% 15
2022
Q2 		$2.76M Sell
142,368
-8,960
-6% -$192K 2.22% 15
2022
Q1 		$3.58M Buy
151,328
+5,084
+3% +$120K 2.14% 16
2021
Q4 		$3.74M Buy
146,244
+10,788
+8% +$279K 2% 15
2021
Q3 		$3.39M Buy
135,456
+1,396
+1% +$35.4K 2.02% 14
2021
Q2 		$3.49M Sell
134,060
-11,284
-8% -$288K 2.08% 13
2021
Q1 		$3.64M Sell
145,344
-4,424
-3% -$109K 2.35% 12
2020
Q4 		$3.35M Buy
149,768
+332
+0.2% +$6.61K 2.38% 12
2020
Q3 		$2.55M Buy
+149,436
New +$2.57M 2.56% 14
2020
Q2 		– Sell
-128,680
Closed -$1.67M – 81
2020
Q1 		$1.67M Sell
128,680
-11,884
-8% -$202K 1.96% 20
2019
Q4 		$2.66M Buy
+140,564
New +$2.54M 2.49% 12

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

Game Plan Financial Advisors's SCHA Position: Q1 2026 in Review

Game Plan Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.4% in Q1 2026, selling an estimated $201K and leaving 97,357 shares worth $2.83M. The position accounts for 1.27% of the portfolio, ranked #28.

Game Plan Financial Advisors first reported a position in SCHA in Q4 2019 and has held it in 22 quarters since. The position peaked at $5.65M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Game Plan Financial Advisors held 97,357 shares of Schwab U.S Small- Cap ETF worth $2.83M as of Q1 2026.
  • Game Plan Financial Advisors sold 6,697 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $201K.
  • Schwab U.S Small- Cap ETF made up 1.27% of Game Plan Financial Advisors's portfolio in Q1 2026, its #28 holding.
  • Game Plan Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 22 quarters since.
  • Game Plan Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $5.65M in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Game Plan Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.