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Graney & King’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Graney & King’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 		$2.24K Hold
77
– – ﹤0.01% 307
2025
Q4 		$2.19K Hold
77
– – ﹤0.01% 307
2025
Q3 		$2.14K Buy
77
+1
+1% +$27 ﹤0.01% 303
2025
Q2 		$1.93K Hold
76
– – ﹤0.01% 298
2025
Q1 		$1.78K Hold
76
– – ﹤0.01% 295
2024
Q4 		$1.97K Buy
+76
New +$2.02K ﹤0.01% 272

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

Graney & King's SCHA Position: Q1 2026 in Review

Graney & King held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 77 shares worth $2.24K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Graney & King first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Graney & King held 77 shares of Schwab U.S Small- Cap ETF worth $2.24K as of Q1 2026.
  • Graney & King 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 Graney & King's portfolio in Q1 2026, its #307 holding.
  • Graney & King first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Graney & King's 13F filing for Q1 2026, filed 18 May 2026.