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Greenhouse Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Greenhouse Wealth Management’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 		$1.61M Sell
55,497
-1,770
-3% -$53.1K 1% 13
2025
Q4 		$1.63M Buy
57,267
+93
+0.2% +$2.63K 0.96% 16
2025
Q3 		$1.6M Sell
57,174
-2,281
-4% -$61K 0.96% 15
2025
Q2 		$1.5M Buy
59,455
+2,525
+4% +$59.7K 0.97% 14
2025
Q1 		$1.33M Sell
56,930
-1,984
-3% -$50.6K 1% 15
2024
Q4 		$1.52M Buy
58,914
+228
+0.4% +$6.07K 1.01% 14
2024
Q3 		$1.51M Buy
58,686
+74
+0.1% +$1.84K 1.02% 13
2024
Q2 		$1.39M Sell
58,612
-110
-0.2% -$2.61K 1.02% 13
2024
Q1 		$1.45M Buy
58,722
+60
+0.1% +$1.41K 1.08% 13
2023
Q4 		$1.39M Buy
58,662
+244
+0.4% +$5.14K 1.12% 13
2023
Q3 		$1.21M Buy
58,418
+170
+0.3% +$3.73K 1.09% 12
2023
Q2 		$1.28M Buy
58,248
+162
+0.3% +$3.38K 1.13% 12
2023
Q1 		$1.22M Buy
58,086
+152
+0.3% +$3.27K 1.15% 11
2022
Q4 		$1.17M Buy
57,934
+234
+0.4% +$4.79K 1.18% 11
2022
Q3 		$1.09M Buy
57,700
+162
+0.3% +$3.39K 1.21% 10
2022
Q2 		$1.12M Buy
57,538
+172
+0.3% +$3.68K 1.2% 12
2022
Q1 		$1.36M Sell
57,366
-5,958
-9% -$141K 1.27% 13
2021
Q4 		$1.62M Buy
63,324
+312
+0.5% +$8.07K 1.45% 9
2021
Q3 		$1.58M Buy
63,012
+980
+2% +$24.9K 1.5% 11
2021
Q2 		$1.62M Buy
62,032
+132
+0.2% +$3.38K 1.5% 11
2021
Q1 		$1.54M Buy
61,900
+136
+0.2% +$3.35K 1.53% 11
2020
Q4 		$1.37M Buy
+61,764
New +$1.23M 1.36% 13

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

Greenhouse Wealth Management's SCHA Position: Q1 2026 in Review

Greenhouse Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.1% in Q1 2026, selling an estimated $53.1K and leaving 55,497 shares worth $1.61M. The position accounts for 1% of the portfolio, ranked #13.

Greenhouse Wealth Management first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.63M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Greenhouse Wealth Management held 55,497 shares of Schwab U.S Small- Cap ETF worth $1.61M as of Q1 2026.
  • Greenhouse Wealth Management sold 1,770 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $53.1K.
  • Schwab U.S Small- Cap ETF made up 1% of Greenhouse Wealth Management's portfolio in Q1 2026, its #13 holding.
  • Greenhouse Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • Greenhouse Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.63M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Greenhouse Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.