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Kilter Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Kilter Group’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 		$17.8K Buy
613
+4
+0.7% +$120 0.01% 252
2025
Q4 		$17.3K Sell
609
-13
-2% -$367 0.01% 229
2025
Q3 		$17.4K Sell
622
-7
-1% -$187 0.01% 210
2025
Q2 		$15.9K Buy
+629
New +$14.9K 0.01% 201

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

Kilter Group's SCHA Position: Q1 2026 in Review

Kilter Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.66% in Q1 2026, buying an estimated $120 and bringing the position to 613 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #252.

Kilter Group first reported a position in SCHA in Q2 2025 and has held it in 4 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Kilter Group held 613 shares of Schwab U.S Small- Cap ETF worth $17.8K as of Q1 2026.
  • Kilter Group bought 4 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $120.
  • Schwab U.S Small- Cap ETF made up 0.01% of Kilter Group's portfolio in Q1 2026, its #252 holding.
  • Kilter Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Kilter Group's 13F filing for Q1 2026, filed 14 May 2026.