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Howe & Rusling’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Howe & Rusling’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 		$849K Sell
29,180
-5,360
-16% -$161K 0.06% 142
2025
Q4 		$984K Buy
34,540
+5,935
+21% +$168K 0.07% 127
2025
Q3 		$798K Sell
28,605
-1,875
-6% -$50.1K 0.05% 142
2025
Q2 		$771K Buy
30,480
+7,689
+34% +$182K 0.06% 144
2025
Q1 		$534K Buy
22,791
+836
+4% +$21.3K 0.04% 154
2024
Q4 		$568K Buy
21,955
+63
+0.3% +$1.68K 0.05% 142
2024
Q3 		$564K Buy
21,892
+256
+1% +$6.36K 0.05% 146
2024
Q2 		$513K Sell
21,636
-2,108
-9% -$50K 0.05% 146
2024
Q1 		$585K Buy
23,744
+3,170
+15% +$74.3K 0.06% 135
2023
Q4 		$486K Sell
20,574
-288
-1% -$6.07K 0.05% 141
2023
Q3 		$432K Buy
20,862
+962
+5% +$21.1K 0.05% 137
2023
Q2 		$436K Sell
19,900
-892
-4% -$18.6K 0.05% 148
2023
Q1 		$436K Buy
20,792
+18,288
+730% +$393K 0.05% 144
2022
Q4 		$50.7K Buy
2,504
+2,072
+480% +$42.5K 0.01% 238
2022
Q3 		$8K Sell
432
-672
-61% -$14.1K ﹤0.01% 580
2022
Q2 		$22K Buy
1,104
+996
+922% +$21.3K ﹤0.01% 410
2022
Q1 		$3K Sell
108
-32
-23% -$755 ﹤0.01% 803
2021
Q4 		$4K Sell
140
-1,096
-89% -$28.4K ﹤0.01% 750
2021
Q3 		$31K Sell
1,236
-8,440
-87% -$214K ﹤0.01% 357
2021
Q2 		$252K Buy
9,676
+2,992
+45% +$76.5K 0.03% 162
2021
Q1 		$167K Hold
6,684
– – 0.02% 189
2020
Q4 		$149K Buy
6,684
+3,184
+91% +$63.4K 0.02% 184
2020
Q3 		$60K Buy
3,500
+544
+18% +$9.37K 0.01% 252
2020
Q2 		$48K Hold
2,956
– – 0.01% 253
2020
Q1 		$38K Buy
2,956
+2,848
+2,637% +$48.4K 0.01% 278
2019
Q4 		$2K Sell
108
-488
-82% -$8.83K ﹤0.01% 698
2019
Q3 		$10K Sell
596
-5,832
-91% -$103K ﹤0.01% 471
2019
Q2 		$115K Sell
6,428
-2,360
-27% -$41.7K 0.02% 234
2019
Q1 		$154K Sell
8,788
-5,620
-39% -$96.2K 0.03% 203
2018
Q4 		$219K Sell
14,408
-70,448
-83% -$1.19M 0.05% 149
2018
Q3 		$1.62M Buy
84,856
+13,720
+19% +$262K 0.27% 66
2018
Q2 		$1.31M Buy
71,136
+15,692
+28% +$284K 0.24% 70
2018
Q1 		$958K Buy
55,444
+7,540
+16% +$133K 0.17% 84
2017
Q4 		$835K Sell
47,904
-30,000
-39% -$514K 0.15% 94
2017
Q3 		$1.31M Buy
77,904
+1,900
+2% +$30.5K 0.24% 81
2017
Q2 		$1.21M Sell
76,004
-4,328
-5% -$68.4K 0.25% 79
2017
Q1 		$1.26M Buy
80,332
+11,600
+17% +$182K 0.25% 77
2016
Q4 		$1.06M Buy
68,732
+6,360
+10% +$93.5K 0.23% 80
2016
Q3 		$897K Sell
62,372
-220
-0.4% -$3.12K 0.19% 81
2016
Q2 		$845K Buy
62,592
+21,860
+54% +$290K 0.19% 82
2016
Q1 		$530K Buy
40,732
+17,760
+77% +$215K 0.12% 92
2015
Q4 		$299K Buy
22,972
+944
+4% +$12.6K 0.07% 126
2015
Q3 		$280K Buy
22,028
+2,320
+12% +$31.9K 0.07% 127
2015
Q2 		$283K Buy
19,708
+744
+4% +$10.8K 0.06% 143
2015
Q1 		$273K Buy
18,964
+2,000
+12% +$27.9K 0.06% 140
2014
Q4 		$234K Sell
16,964
-1,980
-10% -$26.3K 0.06% 140
2014
Q3 		$243K Sell
18,944
-1,120
-6% -$15K 0.06% 138
2014
Q2 		$275K Buy
+20,064
New +$265K 0.06% 136
2014
Q1 		– Sell
-15,564
Closed -$204K – 911
2013
Q4 		$204K Buy
15,564
+3,580
+30% +$45K 0.05% 140
2013
Q3 		$145K Hold
11,984
– – 0.05% 161
2013
Q2 		$132K Buy
+11,984
New +$130K 0.04% 188

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

Howe & Rusling's SCHA Position: Q1 2026 in Review

Howe & Rusling reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 16% in Q1 2026, selling an estimated $161K and leaving 29,180 shares worth $849K. The position accounts for 0.06% of the portfolio, ranked #142.

Howe & Rusling first reported a position in SCHA in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.62M in Q3 2018. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Howe & Rusling held 29,180 shares of Schwab U.S Small- Cap ETF worth $849K as of Q1 2026.
  • Howe & Rusling sold 5,360 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $161K.
  • Schwab U.S Small- Cap ETF made up 0.06% of Howe & Rusling's portfolio in Q1 2026, its #142 holding.
  • Howe & Rusling first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 51 quarters since.
  • Howe & Rusling's Schwab U.S Small- Cap ETF position peaked at $1.62M in Q3 2018.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.