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

Horizons 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	$245K	Hold	8,410	–	–	0.16%	59
2025 Q4	$240K	Hold	8,410	–	–	0.16%	62
2025 Q3	$235K	Hold	8,410	–	–	0.16%	62
2025 Q2	$213K	Hold	8,410	–	–	0.15%	64
2025 Q1	$197K	Buy	8,410 +64	+0.8%	+$1.63K	0.15%	64
2024 Q4	$216K	Hold	8,346	–	–	0.16%	61
2024 Q3	$215K	Hold	8,346	–	–	0.17%	62
2024 Q2	$208K	Sell	8,346 -446	-5%	-$10.6K	0.16%	63
2024 Q1	$208K	Hold	8,792	–	–	0.14%	59
2023 Q4	$208K	Hold	8,792	–	–	0.14%	59
2023 Q3	$182K	Hold	8,792	–	–	0.13%	65
2023 Q2	$192K	Hold	8,792	–	–	0.14%	65
2023 Q1	$184K	Hold	8,792	–	–	0.14%	61
2022 Q4	$178K	Hold	8,792	–	–	0.14%	62
2022 Q3	$166K	Hold	8,792	–	–	0.15%	57
2022 Q2	$200K	Buy	+8,792	New	+$188K	0.16%	54

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

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

Horizons Wealth Management held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 8,410 shares worth $245K. The position accounts for 0.16% of the portfolio, ranked #59.

Horizons Wealth Management first reported a position in SCHA in Q2 2022 and has held it in 16 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Horizons Wealth Management held 8,410 shares of Schwab U.S Small- Cap ETF worth $245K as of Q1 2026.
Horizons Wealth Management left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.16% of Horizons Wealth Management's portfolio in Q1 2026, its #59 holding.
Horizons Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and has held it in 16 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.