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

Heirloom 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	$231K	Sell	7,927 -2,738	-26%	-$82.1K	0.04%	84
2025 Q4	$304K	Buy	10,665 +887	+9%	+$25K	0.07%	39
2025 Q3	$273K	Hold	9,778	–	–	0.07%	38
2025 Q2	$247K	Sell	9,778 -425	-4%	-$10K	0.07%	39
2025 Q1	$239K	Hold	10,203	–	–	0.07%	38
2024 Q4	$264K	Buy	10,203 +907	+10%	+$24.1K	0.08%	39
2024 Q3	$239K	Hold	9,296	–	–	0.07%	40
2024 Q2	$221K	Hold	9,296	–	–	0.07%	45
2024 Q1	$229K	Sell	9,296 -1,140	-11%	-$26.7K	0.08%	47
2023 Q4	$247K	Sell	10,436 -2,122	-17%	-$44.7K	0.09%	47
2023 Q3	$260K	Sell	12,558 -6,944	-36%	-$152K	0.12%	47
2023 Q2	$427K	Sell	19,502 -6,184	-24%	-$129K	0.19%	41
2023 Q1	$539K	Sell	25,686 -61,504	-71%	-$1.32M	0.26%	35
2022 Q4	$1.77M	Buy	+87,190	New	+$1.79M	1.1%	21

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

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

Heirloom Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 26% in Q1 2026, selling an estimated $82.1K and leaving 7,927 shares worth $231K. The position accounts for 0.04% of the portfolio, ranked #84.

Heirloom Wealth Management first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.77M in Q4 2022. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Heirloom Wealth Management held 7,927 shares of Schwab U.S Small- Cap ETF worth $231K as of Q1 2026.
Heirloom Wealth Management sold 2,738 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $82.1K.
Schwab U.S Small- Cap ETF made up 0.04% of Heirloom Wealth Management's portfolio in Q1 2026, its #84 holding.
Heirloom Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
Heirloom Wealth Management's Schwab U.S Small- Cap ETF position peaked at $1.77M in Q4 2022.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.