Kiley Juergens Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kiley Juergens Wealth Management’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	$1.74M	Buy	59,750 +2,844	+5%	+$85.3K	0.31%	60
2025 Q4	$1.62M	Buy	56,906 +3,013	+6%	+$85.1K	0.35%	47
2025 Q3	$1.5M	Buy	53,893 +733	+1%	+$19.6K	0.33%	46
2025 Q2	$1.34M	Buy	53,160 +4,880	+10%	+$115K	0.31%	47
2025 Q1	$1.13M	Buy	48,280 +3,243	+7%	+$82.7K	0.3%	48
2024 Q4	$1.16M	Sell	45,037 -477	-1%	-$12.7K	0.29%	45
2024 Q3	$1.17M	Buy	45,514 +392	+0.9%	+$9.73K	0.3%	46
2024 Q2	$1.07M	Buy	45,122 +4,288	+11%	+$102K	0.3%	45
2024 Q1	$1.01M	Sell	40,834 -504	-1%	-$11.8K	0.31%	42
2023 Q4	$976K	Sell	41,338 -682	-2%	-$14.4K	0.33%	42
2023 Q3	$870K	Sell	42,020 -300	-0.7%	-$6.58K	0.31%	49
2023 Q2	$927K	Buy	42,320 +374	+0.9%	+$7.79K	0.32%	48
2023 Q1	$879K	Buy	41,946 +772	+2%	+$16.6K	0.33%	50
2022 Q4	$834K	Buy	41,174 +862	+2%	+$17.7K	0.35%	52
2022 Q3	$761K	Sell	40,312 -6,638	-14%	-$139K	0.36%	50
2022 Q2	$915K	Sell	46,950 -23,188	-33%	-$496K	0.43%	46
2022 Q1	$1.66M	Buy	70,138 +29,210	+71%	+$690K	0.8%	27
2021 Q4	$1.05M	Buy	+40,928	New	+$1.06M	0.4%	47
2021 Q3	–	Sell	-47,488	Closed	-$1.24M	–	68
2021 Q2	$1.24M	Sell	47,488 -488	-1%	-$12.5K	0.57%	34
2021 Q1	$1.2M	Buy	47,976 +320	+0.7%	+$7.87K	0.62%	33
2020 Q4	$1.06M	Buy	+47,656	New	+$949K	0.63%	30
2018 Q4	–	Sell	-5,212	Closed	-$99K	–	521
2018 Q3	$99K	Buy	5,212 +120	+2%	+$2.29K	0.07%	154
2018 Q2	$93K	Buy	+5,092	New	+$92.1K	0.08%	144
2018 Q1	–	Sell	-4,784	Closed	-$83K	–	499
2017 Q4	$83K	Buy	+4,784	New	+$81.9K	0.07%	146

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

Kiley Juergens Wealth Management's SCHA Position: Q1 2026 in Review

Kiley Juergens Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5% in Q1 2026, buying an estimated $85.3K and bringing the position to 59,750 shares worth $1.74M. The position accounts for 0.31% of the portfolio, ranked #60.

Kiley Juergens Wealth Management first reported a position in SCHA in Q4 2017 and has held it in 24 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Kiley Juergens Wealth Management held 59,750 shares of Schwab U.S Small- Cap ETF worth $1.74M as of Q1 2026.
Kiley Juergens Wealth Management bought 2,844 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $85.3K.
Schwab U.S Small- Cap ETF made up 0.31% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #60 holding.
Kiley Juergens Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 24 quarters since.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.