Johnson Financial Group Inc (Wisconsin)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-2,041	Closed	-$58.1K	–	960
2025 Q4	$58.1K	Sell	2,041 -116	-5%	-$3.28K	﹤0.01%	485
2025 Q3	$60.2K	Sell	2,157 -1,901	-47%	-$50.8K	﹤0.01%	567
2025 Q2	$103K	Sell	4,058 -519	-11%	-$12.3K	﹤0.01%	373
2025 Q1	$107K	Buy	4,577 +536	+13%	+$13.7K	0.01%	469
2024 Q4	$108K	Buy	+4,041	New	+$108K	0.01%	361
2024 Q2	–	Sell	-20	Closed	-$493	–	942
2024 Q1	$493	Sell	20 -16,932	-100%	-$397K	﹤0.01%	720
2023 Q4	$400K	Buy	16,952 +16,468	+3,402%	+$347K	0.02%	209
2023 Q3	$10K	Buy	484 +68	+16%	+$1.49K	﹤0.01%	530
2023 Q2	$9.11K	Buy	+416	New	+$8.67K	﹤0.01%	546
2022 Q3	–	Sell	-640	Closed	-$12K	–	755
2022 Q2	$12K	Hold	640	–	–	﹤0.01%	522
2022 Q1	$15K	Hold	640	–	–	﹤0.01%	547
2021 Q4	$16K	Hold	640	–	–	﹤0.01%	587
2021 Q3	$16K	Hold	640	–	–	﹤0.01%	524
2021 Q2	$17K	Hold	640	–	–	﹤0.01%	525
2021 Q1	$16K	Buy	+640	New	+$15.7K	﹤0.01%	522

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s SCHA Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 2,041 shares — an estimated $58.1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in SCHA in Q1 2021 and held it in 15 quarters. The position peaked at $400K in Q4 2023. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Johnson Financial Group Inc (Wisconsin) reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 2,041 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $58.1K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Schwab U.S Small- Cap ETF in Q1 2021 and held it in 15 quarters.
Johnson Financial Group Inc (Wisconsin)'s Schwab U.S Small- Cap ETF position peaked at $400K in Q4 2023.
1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.