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Kestra Private Wealth Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kestra Private Wealth Services’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 		$1.34M Buy
46,064
+4,218
+10% +$126K 0.02% 699
2025
Q4 		$1.19M Buy
41,846
+9,931
+31% +$280K 0.01% 732
2025
Q3 		$890K Buy
31,915
+9,144
+40% +$245K 0.01% 832
2025
Q2 		$576K Buy
22,771
+2,701
+13% +$63.9K 0.01% 962
2025
Q1 		$470K Buy
20,070
+1,545
+8% +$39.4K 0.01% 986
2024
Q4 		$479K Buy
18,525
+37
+0.2% +$984 0.01% 936
2024
Q3 		$476K Buy
18,488
+1,220
+7% +$30.3K 0.01% 895
2024
Q2 		$410K Buy
17,268
+3,338
+24% +$79.1K 0.01% 913
2024
Q1 		$343K Sell
13,930
-3,098
-18% -$72.6K 0.01% 958
2023
Q4 		$402K Buy
17,028
+2,264
+15% +$47.7K 0.01% 818
2023
Q3 		$306K Sell
14,764
-3,638
-20% -$79.8K 0.01% 859
2023
Q2 		$403K Buy
18,402
+7,604
+70% +$158K 0.01% 715
2023
Q1 		$226K Buy
+10,798
New +$232K 0.01% 874
2022
Q2 		– Sell
-32,290
Closed -$765K – 998
2022
Q1 		$765K Buy
32,290
+350
+1% +$8.26K 0.04% 448
2021
Q4 		$818K Buy
31,940
+444
+1% +$11.5K 0.04% 442
2021
Q3 		$788K Hold
31,496
– – 0.04% 409
2021
Q2 		$820K Buy
31,496
+1,440
+5% +$36.8K 0.05% 383
2021
Q1 		$749K Buy
30,056
+16
+0.1% +$394 0.05% 364
2020
Q4 		$670K Sell
30,040
-2,424
-7% -$48.3K 0.05% 375
2020
Q3 		$554K Buy
+32,464
New +$559K 0.05% 360

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Kestra Private Wealth Services's SCHA Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Schwab U.S Small- Cap ETF (SCHA) stake by 10% in Q1 2026, buying an estimated $126K and bringing the position to 46,064 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #699.

Kestra Private Wealth Services first reported a position in SCHA in Q3 2020 and has held it in 20 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Kestra Private Wealth Services held 46,064 shares of Schwab U.S Small- Cap ETF worth $1.34M as of Q1 2026.
  • Kestra Private Wealth Services bought 4,218 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $126K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q1 2026, its #699 holding.
  • Kestra Private Wealth Services first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and has held it in 20 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.