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Kathleen S. Wright Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kathleen S. Wright 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
2025
Q3 		$223K Sell
7,996
-277
-3% -$7.41K 0.08% 106
2025
Q2 		$209K Sell
8,273
-792
-9% -$18.7K 0.08% 107
2025
Q1 		$212K Sell
9,065
-281
-3% -$7.16K 0.09% 107
2024
Q4 		$242K Buy
9,346
+578
+7% +$15.4K 0.1% 104
2024
Q3 		$226K Buy
8,768
+456
+5% +$11.3K 0.09% 108
2024
Q2 		$197K Buy
8,312
+512
+7% +$12.1K 0.09% 107
2024
Q1 		$192K Buy
7,800
+382
+5% +$8.95K 0.09% 107
2023
Q4 		$175K Buy
7,418
+628
+9% +$13.2K 0.09% 102
2023
Q3 		$141K Buy
6,790
+62
+0.9% +$1.36K 0.08% 101
2023
Q2 		$147K Buy
6,728
+438
+7% +$9.13K 0.09% 86
2023
Q1 		$132K Sell
6,290
-934
-13% -$20.1K 0.09% 86
2022
Q4 		$146K Buy
7,224
+618
+9% +$12.7K 0.1% 92
2022
Q3 		$125K Buy
6,606
+396
+6% +$8.28K 0.1% 92
2022
Q2 		$121K Buy
6,210
+3,450
+125% +$73.8K 0.1% 88
2022
Q1 		$65K Buy
2,760
+460
+20% +$10.9K 0.05% 99
2021
Q4 		$59K Buy
+2,300
New +$59.5K 0.04% 99

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
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
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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 $3.66B AUM 14.99% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Kathleen S. Wright Associates's SCHA Position: Q3 2025 in Review

Kathleen S. Wright Associates reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 3.3% in Q3 2025, selling an estimated $7.41K and leaving 7,996 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #106.

Kathleen S. Wright Associates first reported a position in SCHA in Q4 2021 and has held it in 16 quarters since. The position peaked at $242K in Q4 2024. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Kathleen S. Wright Associates held 7,996 shares of Schwab U.S Small- Cap ETF worth $223K as of Q3 2025.
  • Kathleen S. Wright Associates sold 277 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $7.41K.
  • Schwab U.S Small- Cap ETF made up 0.08% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #106 holding.
  • Kathleen S. Wright Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 16 quarters since.
  • Kathleen S. Wright Associates's Schwab U.S Small- Cap ETF position peaked at $242K in Q4 2024.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.