JNBA Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

JNBA Financial Advisors’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	$14.5K	Hold	500	–	–	﹤0.01%	452
2025 Q4	$14.2K	Hold	500	–	–	﹤0.01%	453
2025 Q3	$13.9K	Hold	500	–	–	﹤0.01%	445
2025 Q2	$12.7K	Hold	500	–	–	﹤0.01%	441
2025 Q1	$11.7K	Hold	500	–	–	﹤0.01%	440
2024 Q4	$12.9K	Hold	500	–	–	﹤0.01%	432
2024 Q3	$12.9K	Buy	+500	New	+$12.4K	﹤0.01%	436
2023 Q4	–	Sell	-284	Closed	-$5.88K	–	742
2023 Q3	$5.88K	Hold	284	–	–	﹤0.01%	525
2023 Q2	$6.22K	Hold	284	–	–	﹤0.01%	512
2023 Q1	$5.96K	Hold	284	–	–	﹤0.01%	530
2022 Q4	$5.75K	Buy	284 +200	+238%	+$4.1K	﹤0.01%	506
2022 Q3	$2K	Hold	84	–	–	﹤0.01%	618
2022 Q2	$2K	Buy	+84	New	+$1.8K	﹤0.01%	662
2022 Q1	–	Sell	-152	Closed	-$4K	–	820
2021 Q4	$4K	Buy	+152	New	+$3.93K	﹤0.01%	649
2019 Q3	–	Sell	-20	Closed	–	–	683
2019 Q2	$0	Hold	20	–	–	﹤0.01%	695
2019 Q1	$0	Sell	20 -168	-89%	-$2.88K	﹤0.01%	562
2018 Q4	$3K	Sell	188 -78,248	-100%	-$1.32M	﹤0.01%	466
2018 Q3	$1.49M	Buy	78,436 +78,248	+41,621%	+$1.49M	0.67%	47
2018 Q2	$3K	Buy	+188	New	+$3.4K	﹤0.01%	480
2016 Q4	–	Sell	-12,916	Closed	-$186K	–	1177
2016 Q3	$186K	Buy	+12,916	New	+$183K	0.03%	232

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

JNBA Financial Advisors's SCHA Position: Q1 2026 in Review

JNBA Financial Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 500 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

JNBA Financial Advisors first reported a position in SCHA in Q3 2016 and has held it in 20 quarters since. The position peaked at $1.49M in Q3 2018. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

JNBA Financial Advisors held 500 shares of Schwab U.S Small- Cap ETF worth $14.5K as of Q1 2026.
JNBA Financial Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #452 holding.
JNBA Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2016 and has held it in 20 quarters since.
JNBA Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $1.49M in Q3 2018.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.