Koss-Olinger Consulting’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Koss-Olinger Consulting’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	$436K	Sell	15,008 -1,641	-10%	-$49.2K	0.04%	166
2025 Q4	$474K	Sell	16,649 -177	-1%	-$5K	0.04%	171
2025 Q3	$426K	Hold	16,826	–	–	0.04%	226
2025 Q2	$426K	Sell	16,826 -12	-0.1%	-$284	0.03%	227
2025 Q1	$395K	Sell	16,838 -1,702	-9%	-$43.4K	0.03%	230
2024 Q4	$479K	Sell	18,540 -68	-0.4%	-$1.81K	0.04%	131
2024 Q3	$479K	Sell	18,608 -150	-0.8%	-$3.72K	0.04%	166
2024 Q2	$445K	Buy	+18,758	New	+$445K	0.04%	161
2024 Q1	–	Sell	-25,056	Closed	-$592K	–	251
2023 Q4	$592K	Sell	25,056 -8,484	-25%	-$179K	0.06%	133
2023 Q3	$695K	Sell	33,540 -534	-2%	-$11.7K	0.1%	111
2023 Q2	$746K	Sell	34,074 -30	-0.1%	-$625	0.09%	109
2023 Q1	$715K	Sell	34,104 -2,218	-6%	-$47.7K	0.09%	111
2022 Q4	$736K	Buy	+36,322	New	+$744K	0.11%	99

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

Koss-Olinger Consulting's SCHA Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.9% in Q1 2026, selling an estimated $49.2K and leaving 15,008 shares worth $436K. The position accounts for 0.04% of the portfolio, ranked #166.

Koss-Olinger Consulting first reported a position in SCHA in Q4 2022 and has held it in 13 quarters since. The position peaked at $746K in Q2 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Koss-Olinger Consulting held 15,008 shares of Schwab U.S Small- Cap ETF worth $436K as of Q1 2026.
Koss-Olinger Consulting sold 1,641 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $49.2K.
Schwab U.S Small- Cap ETF made up 0.04% of Koss-Olinger Consulting's portfolio in Q1 2026, its #166 holding.
Koss-Olinger Consulting first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 13 quarters since.
Koss-Olinger Consulting's Schwab U.S Small- Cap ETF position peaked at $746K in Q2 2023.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.