Guerra Pan Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Guerra Pan Advisors’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	$5.75M	Sell	197,876 -2,641	-1%	-$79.2K	3.56%	6
2025 Q4	$5.71M	Sell	200,517 -301	-0.1%	-$8.5K	3.39%	8
2025 Q3	$5.6M	Sell	200,818 -2,991	-1%	-$80K	3.39%	7
2025 Q2	$5.16M	Sell	203,809 -17,798	-8%	-$421K	3.4%	6
2025 Q1	$5.19M	Sell	221,607 -3,969	-2%	-$101K	4.07%	3
2024 Q4	$5.83M	Buy	225,576 +42,818	+23%	+$1.14M	4.22%	3
2024 Q3	$4.71M	Buy	182,758 +24,446	+15%	+$607K	3.76%	3
2024 Q2	$3.76M	Buy	158,312 +50,432	+47%	+$1.2M	3.14%	6
2024 Q1	$2.66M	Buy	107,880 +76,884	+248%	+$1.8M	2.46%	11
2023 Q4	$732K	Buy	+30,996	New	+$653K	0.7%	45

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Guerra Pan Advisors's SCHA Position: Q1 2026 in Review

Guerra Pan Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q1 2026, selling an estimated $79.2K and leaving 197,876 shares worth $5.75M. The position accounts for 3.56% of the portfolio, ranked #6.

Guerra Pan Advisors first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.83M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Guerra Pan Advisors held 197,876 shares of Schwab U.S Small- Cap ETF worth $5.75M as of Q1 2026.
Guerra Pan Advisors sold 2,641 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $79.2K.
Schwab U.S Small- Cap ETF made up 3.56% of Guerra Pan Advisors's portfolio in Q1 2026, its #6 holding.
Guerra Pan Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
Guerra Pan Advisors's Schwab U.S Small- Cap ETF position peaked at $5.83M in Q4 2024.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Guerra Pan Advisors's 13F filing for Q1 2026, filed 12 May 2026.