Glen Eagle Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Glen Eagle 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	$2.09K	Hold	72	–	–	﹤0.01%	849
2025 Q4	$2.05K	Hold	72	–	–	﹤0.01%	883
2025 Q3	$2.01K	Hold	72	–	–	﹤0.01%	900
2025 Q2	$1.82K	Sell	72 -219	-75%	-$5.18K	﹤0.01%	856
2025 Q1	$6.81K	Sell	291 -171	-37%	-$4.36K	﹤0.01%	697
2024 Q4	$12K	Sell	462 -2	-0.4%	-$53	﹤0.01%	626
2024 Q3	$11.9K	Buy	464 +74	+19%	+$1.84K	﹤0.01%	632
2024 Q2	$9.24K	Buy	390 +196	+101%	+$4.65K	﹤0.01%	664
2024 Q1	$4.79K	Sell	194 -194	-50%	-$4.54K	﹤0.01%	772
2023 Q4	$9.18K	Buy	388 +216	+126%	+$4.55K	﹤0.01%	648
2023 Q3	$3.56K	Hold	172	–	–	﹤0.01%	769
2023 Q2	$3.75K	Buy	172 +2	+1%	+$42	﹤0.01%	775
2023 Q1	$3.58K	Buy	170 +130	+325%	+$2.79K	﹤0.01%	763
2022 Q4	$820	Hold	40	–	–	﹤0.01%	1039
2022 Q3	$761	Hold	40	–	–	﹤0.01%	994
2022 Q2	$783	Hold	40	–	–	﹤0.01%	917
2022 Q1	$947	Buy	+40	New	+$944	﹤0.01%	873
2020 Q2	–	Sell	-52	Closed	-$670	–	933
2020 Q1	$670	Hold	52	–	–	﹤0.01%	775
2019 Q4	$983	Hold	52	–	–	﹤0.01%	831
2019 Q3	$906	Hold	52	–	–	﹤0.01%	759
2019 Q2	$929	Hold	52	–	–	﹤0.01%	739
2019 Q1	$909	Hold	52	–	–	﹤0.01%	701
2018 Q4	$789	Hold	52	–	–	﹤0.01%	688
2018 Q3	$990	Hold	52	–	–	﹤0.01%	677
2018 Q2	$956	Hold	52	–	–	﹤0.01%	659
2018 Q1	$899	Hold	52	–	–	﹤0.01%	647
2017 Q4	$907	Buy	+52	New	+$890	﹤0.01%	609

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

Glen Eagle Advisors's SCHA Position: Q1 2026 in Review

Glen Eagle Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 72 shares worth $2.09K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Glen Eagle Advisors first reported a position in SCHA in Q4 2017 and has held it in 27 quarters since. The position peaked at $12K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Glen Eagle Advisors held 72 shares of Schwab U.S Small- Cap ETF worth $2.09K as of Q1 2026.
Glen Eagle 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 Glen Eagle Advisors's portfolio in Q1 2026, its #849 holding.
Glen Eagle Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 27 quarters since.
Glen Eagle Advisors's Schwab U.S Small- Cap ETF position peaked at $12K in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Glen Eagle Advisors's 13F filing for Q1 2026, filed 15 May 2026.