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

JFG 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
2025 Q1	–	Sell	-8,305	Closed	-$215K	–	94
2024 Q4	$215K	Buy	+8,305	New	+$221K	0.05%	94
2022 Q4	–	Sell	-275,228	Closed	-$5.2M	–	41
2022 Q3	$5.2M	Buy	275,228 +239,670	+674%	+$5.01M	1.74%	11
2022 Q2	$693K	Buy	35,558 +11,570	+48%	+$247K	0.25%	15
2022 Q1	$568K	Sell	23,988 -1,528	-6%	-$36.1K	0.17%	15
2021 Q4	$653K	Buy	+25,516	New	+$660K	0.24%	17
2019 Q1	–	Sell	-37,952	Closed	-$575K	–	19
2018 Q4	$575K	Buy	+37,952	New	+$641K	0.52%	17

Other funds holding SCHA

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

JFG Wealth Management's SCHA Position: Q1 2025 in Review

JFG Wealth Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 8,305 shares — an estimated $215K sold.

JFG Wealth Management first reported a position in SCHA in Q4 2018 and held it in 6 quarters. The position peaked at $5.2M in Q3 2022. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

JFG Wealth Management reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
JFG Wealth Management sold 8,305 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $215K.
JFG Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and held it in 6 quarters.
JFG Wealth Management's Schwab U.S Small- Cap ETF position peaked at $5.2M in Q3 2022.
1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on JFG Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.