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Journey Beyond Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Journey Beyond Wealth’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
Q4 		– Sell
-7,401
Closed -$206K – 33
2025
Q3 		$206K Buy
+7,401
New +$198K 0.17% 30
2025
Q1 		– Sell
-7,881
Closed -$204K – 31
2024
Q4 		$204K Buy
+7,881
New +$210K 0.19% 30

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Journey Beyond Wealth's SCHA Position: Q4 2025 in Review

Journey Beyond Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 7,401 shares — an estimated $206K sold.

Journey Beyond Wealth first reported a position in SCHA in Q4 2024 and held it in 2 quarters. The position peaked at $206K in Q3 2025. 1,240 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Journey Beyond Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Journey Beyond Wealth sold 7,401 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $206K.
  • Journey Beyond Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and held it in 2 quarters.
  • Journey Beyond Wealth's Schwab U.S Small- Cap ETF position peaked at $206K in Q3 2025.
  • 1,240 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Journey Beyond Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.