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Laraway Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Laraway Financial Advisors’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 		$1.39M Sell
47,672
-4,774
-9% -$143K 0.97% 27
2025
Q4 		$1.49M Buy
52,446
+1,487
+3% +$42K 0.97% 27
2025
Q3 		$1.42M Buy
50,959
+4,331
+9% +$116K 0.97% 28
2025
Q2 		$1.18M Sell
46,628
-1,285
-3% -$30.4K 0.89% 31
2025
Q1 		$1.12M Buy
47,913
+90
+0.2% +$2.29K 0.89% 33
2024
Q4 		$1.24M Sell
47,823
-77
-0.2% -$2.05K 0.95% 32
2024
Q3 		$1.23M Sell
47,900
-508
-1% -$12.6K 0.98% 31
2024
Q2 		$1.15M Buy
48,408
+1,134
+2% +$26.9K 0.98% 30
2024
Q1 		$1.16M Buy
47,274
+2,216
+5% +$51.9K 1.03% 29
2023
Q4 		$1.06M Sell
45,058
-1,452
-3% -$30.6K 1.01% 28
2023
Q3 		$963K Sell
46,510
-2,868
-6% -$62.9K 1% 29
2023
Q2 		$1.08M Sell
49,378
-1,830
-4% -$38.1K 1.07% 26
2023
Q1 		$1.07M Buy
51,208
+1,282
+3% +$27.6K 1.09% 26
2022
Q4 		$1.01M Buy
49,926
+2,726
+6% +$55.9K 1.06% 29
2022
Q3 		$902K Buy
47,200
+340
+0.7% +$7.11K 1.01% 31
2022
Q2 		$913K Sell
46,860
-480
-1% -$10.3K 0.97% 33
2022
Q1 		$1.12M Buy
47,340
+1,740
+4% +$41.1K 1.02% 31
2021
Q4 		$1.17M Buy
+45,600
New +$1.18M 1.04% 30

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

Laraway Financial Advisors's SCHA Position: Q1 2026 in Review

Laraway Financial Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 9.1% in Q1 2026, selling an estimated $143K and leaving 47,672 shares worth $1.39M. The position accounts for 0.97% of the portfolio, ranked #27.

Laraway Financial Advisors first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.49M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Laraway Financial Advisors held 47,672 shares of Schwab U.S Small- Cap ETF worth $1.39M as of Q1 2026.
  • Laraway Financial Advisors sold 4,774 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $143K.
  • Schwab U.S Small- Cap ETF made up 0.97% of Laraway Financial Advisors's portfolio in Q1 2026, its #27 holding.
  • Laraway Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • Laraway Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $1.49M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Laraway Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.