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

Jeppson 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 		$429K Sell
14,748
-44
-0.3% -$1.32K 0.13% 142
2025
Q4 		$421K Hold
14,792
– – 0.13% 138
2025
Q3 		$413K Hold
14,792
– – 0.13% 139
2025
Q2 		$374K Sell
14,792
-264
-2% -$6.24K 0.13% 141
2025
Q1 		$353K Hold
15,056
– – 0.13% 142
2024
Q4 		$389K Sell
15,056
-90
-0.6% -$2.4K 0.14% 135
2024
Q3 		$390K Hold
15,146
– – 0.14% 139
2024
Q2 		$359K Sell
15,146
-2,374
-14% -$56.3K 0.14% 140
2024
Q1 		$431K Sell
17,520
-150
-0.8% -$3.51K 0.17% 125
2023
Q4 		$417K Sell
17,670
-200
-1% -$4.21K 0.17% 127
2023
Q3 		$370K Sell
17,870
-52
-0.3% -$1.14K 0.17% 127
2023
Q2 		$392K Buy
17,922
+1,196
+7% +$24.9K 0.17% 121
2023
Q1 		$351K Sell
16,726
-60
-0.4% -$1.29K 0.15% 131
2022
Q4 		$340K Sell
16,786
-860
-5% -$17.6K 0.14% 137
2022
Q3 		$334K Buy
17,646
+2,372
+16% +$49.6K 0.15% 126
2022
Q2 		$298K Buy
15,274
+1,246
+9% +$26.6K 0.13% 140
2022
Q1 		$332K Buy
+14,028
New +$331K 0.15% 121
2021
Q4 		– Sell
-8,760
Closed -$219K – 165
2021
Q3 		$219K Hold
8,760
– – 0.11% 140
2021
Q2 		$228K Hold
8,760
– – 0.12% 133
2021
Q1 		$218K Buy
+8,760
New +$215K 0.13% 127
2020
Q4 		– Sell
-8,760
Closed -$150K – 371
2020
Q3 		$150K Buy
+8,760
New +$151K 0.12% 138

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

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

Jeppson Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.3% in Q1 2026, selling an estimated $1.32K and leaving 14,748 shares worth $429K. The position accounts for 0.13% of the portfolio, ranked #142.

Jeppson Wealth Management first reported a position in SCHA in Q3 2020 and has held it in 21 quarters since. The position peaked at $431K in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Jeppson Wealth Management held 14,748 shares of Schwab U.S Small- Cap ETF worth $429K as of Q1 2026.
  • Jeppson Wealth Management sold 44 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $1.32K.
  • Schwab U.S Small- Cap ETF made up 0.13% of Jeppson Wealth Management's portfolio in Q1 2026, its #142 holding.
  • Jeppson Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 21 quarters since.
  • Jeppson Wealth Management's Schwab U.S Small- Cap ETF position peaked at $431K in Q1 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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