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Great Valley Advisor Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Great Valley Advisor 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 		$392K Sell
13,499
-540
-4% -$16.2K 0.01% 751
2025
Q4 		$400K Buy
14,039
+2,074
+17% +$58.6K 0.01% 693
2025
Q3 		$334K Sell
11,965
-3,492
-23% -$93.4K 0.01% 740
2025
Q2 		$391K Sell
15,457
-1,452
-9% -$34.3K 0.01% 670
2025
Q1 		$396K Sell
16,909
-561
-3% -$14.3K 0.01% 645
2024
Q4 		$452K Buy
17,470
+2,386
+16% +$63.5K 0.01% 597
2024
Q3 		$388K Sell
15,084
-3,020
-17% -$75K 0.01% 624
2024
Q2 		$429K Buy
18,104
+746
+4% +$17.7K 0.01% 564
2024
Q1 		$428K Buy
17,358
+532
+3% +$12.5K 0.01% 527
2023
Q4 		$398K Sell
16,826
-1,284
-7% -$27.1K 0.01% 512
2023
Q3 		$375K Sell
18,110
-324
-2% -$7.11K 0.02% 501
2023
Q2 		$404K Buy
18,434
+200
+1% +$4.17K 0.02% 492
2023
Q1 		$382K Buy
18,234
+652
+4% +$14K 0.02% 479
2022
Q4 		$356K Buy
17,582
+830
+5% +$17K 0.02% 507
2022
Q3 		$317K Sell
16,752
-12,710
-43% -$266K 0.02% 518
2022
Q2 		$575K Buy
29,462
+23,510
+395% +$503K 0.03% 401
2022
Q1 		$207K Buy
+5,952
New +$141K 0.01% 565

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

Great Valley Advisor Group's SCHA Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q1 2026, selling an estimated $16.2K and leaving 13,499 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #751.

Great Valley Advisor Group first reported a position in SCHA in Q1 2022 and has held it in 17 quarters since. The position peaked at $575K in Q2 2022. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Great Valley Advisor Group held 13,499 shares of Schwab U.S Small- Cap ETF worth $392K as of Q1 2026.
  • Great Valley Advisor Group sold 540 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $16.2K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #751 holding.
  • Great Valley Advisor Group first reported a position in Schwab U.S Small- Cap ETF in Q1 2022 and has held it in 17 quarters since.
  • Great Valley Advisor Group's Schwab U.S Small- Cap ETF position peaked at $575K in Q2 2022.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.