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Jim Saulnier & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Jim Saulnier & Associates’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 		– Sell
-8,846
Closed -$252K – 144
2025
Q4 		$252K Buy
+8,846
New +$250K 0.13% 124

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

Jim Saulnier & Associates's SCHA Position: Q1 2026 in Review

Jim Saulnier & Associates sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 8,846 shares — an estimated $252K sold.

Jim Saulnier & Associates first reported a position in SCHA in Q4 2025 and held it in 1 quarter. The position peaked at $252K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Jim Saulnier & Associates reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Jim Saulnier & Associates sold 8,846 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $252K.
  • Jim Saulnier & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and held it in 1 quarter.
  • Jim Saulnier & Associates's Schwab U.S Small- Cap ETF position peaked at $252K in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Jim Saulnier & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.