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

Greenline 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 		– Sell
-97
Closed -$2.76K – 436
2025
Q4 		$2.76K Buy
+97
New +$2.74K ﹤0.01% 444

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

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

Greenline Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 97 shares — an estimated $2.76K sold.

Greenline Wealth Management first reported a position in SCHA in Q4 2025 and held it in 1 quarter. The position peaked at $2.76K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Greenline Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Greenline Wealth Management sold 97 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $2.76K.
  • Greenline Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Greenline Wealth Management's Schwab U.S Small- Cap ETF position peaked at $2.76K in Q4 2025.
  • 1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Greenline Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.