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Grantvest Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Grantvest Financial Group’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 		$1.14M Buy
39,099
+5
+0% +$150 0.74% 27
2025
Q4 		$1.11M Buy
39,094
+2,519
+7% +$71.1K 0.71% 30
2025
Q3 		$1.02M Buy
36,575
+1,260
+4% +$33.7K 0.7% 35
2025
Q2 		$893K Buy
35,315
+2,282
+7% +$53.9K 0.66% 35
2025
Q1 		$774K Sell
33,033
-4,114
-11% -$105K 0.63% 35
2024
Q4 		$961K Buy
+37,147
New +$988K 1.07% 28

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

Grantvest Financial Group's SCHA Position: Q1 2026 in Review

Grantvest Financial Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.01% in Q1 2026, buying an estimated $150 and bringing the position to 39,099 shares worth $1.14M. The position accounts for 0.74% of the portfolio, ranked #27.

Grantvest Financial Group 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.

  • Grantvest Financial Group held 39,099 shares of Schwab U.S Small- Cap ETF worth $1.14M as of Q1 2026.
  • Grantvest Financial Group bought 5 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $150.
  • Schwab U.S Small- Cap ETF made up 0.74% of Grantvest Financial Group's portfolio in Q1 2026, its #27 holding.
  • Grantvest Financial Group 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 Grantvest Financial Group's 13F filing for Q1 2026, filed 11 May 2026.