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

Johnson Financial Group LLC (Colorado)’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	$295K	Buy	10,152 +1,557	+18%	+$46.7K	0.02%	140
2025 Q4	$245K	Buy	+8,595	New	+$243K	0.02%	105
2022 Q4	–	Sell	-469,568	Closed	-$8.87M	–	47
2022 Q3	$8.87M	Buy	469,568 +438,146	+1,394%	+$9.16M	1.21%	15
2022 Q2	$612K	Buy	+31,422	New	+$672K	0.12%	23
2022 Q1	–	Sell	-80,444	Closed	-$2.06M	–	77
2021 Q4	$2.06M	Buy	+80,444	New	+$2.08M	0.33%	16
2019 Q1	–	Sell	-115,680	Closed	-$1.75M	–	28
2018 Q4	$1.75M	Buy	+115,680	New	+$1.95M	0.95%	20

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

Johnson Financial Group LLC (Colorado)'s SCHA Position: Q1 2026 in Review

Johnson Financial Group LLC (Colorado) increased its Schwab U.S Small- Cap ETF (SCHA) stake by 18% in Q1 2026, buying an estimated $46.7K and bringing the position to 10,152 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #140.

Johnson Financial Group LLC (Colorado) first reported a position in SCHA in Q4 2018 and has held it in 6 quarters since. The position peaked at $8.87M in Q3 2022. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Johnson Financial Group LLC (Colorado) held 10,152 shares of Schwab U.S Small- Cap ETF worth $295K as of Q1 2026.
Johnson Financial Group LLC (Colorado) bought 1,557 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $46.7K.
Schwab U.S Small- Cap ETF made up 0.02% of Johnson Financial Group LLC (Colorado)'s portfolio in Q1 2026, its #140 holding.
Johnson Financial Group LLC (Colorado) first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 6 quarters since.
Johnson Financial Group LLC (Colorado)'s Schwab U.S Small- Cap ETF position peaked at $8.87M in Q3 2022.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Johnson Financial Group LLC (Colorado)'s 13F filing for Q1 2026, filed 14 May 2026.