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

Lee Financial’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 		$3.31M Buy
113,911
+4,202
+4% +$126K 0.47% 23
2025
Q4 		$3.12M Buy
109,709
+984
+0.9% +$27.8K 0.42% 27
2025
Q3 		$3.03M Buy
108,725
+5,047
+5% +$135K 0.38% 26
2025
Q2 		$2.62M Buy
103,678
+3,636
+4% +$86K 0.38% 27
2025
Q1 		$2.34M Buy
100,042
+6,890
+7% +$176K 0.36% 28
2024
Q4 		$2.41M Sell
93,152
-602
-0.6% -$16K 0.34% 29
2024
Q3 		$2.41M Buy
93,754
+896
+1% +$22.2K 0.34% 28
2024
Q2 		$2.21M Buy
92,858
+3,358
+4% +$79.6K 0.36% 25
2024
Q1 		$2.2M Buy
89,500
+100
+0.1% +$2.34K 0.37% 28
2023
Q4 		$2.11M Buy
89,400
+6,052
+7% +$128K 0.37% 26
2023
Q3 		$1.73M Buy
83,348
+1,166
+1% +$25.6K 0.32% 33
2023
Q2 		$1.8M Buy
82,182
+8,412
+11% +$175K 0.32% 33
2023
Q1 		$1.55M Buy
73,770
+2,900
+4% +$62.3K 0.27% 45
2022
Q4 		$1.44M Sell
70,870
-15,858
-18% -$325K 0.24% 53
2022
Q3 		$1.64M Buy
86,728
+16,192
+23% +$339K 0.31% 47
2022
Q2 		$1.38M Buy
70,536
+68,336
+3,106% +$1.46M 0.25% 54
2022
Q1 		$52K Hold
2,200
– – 0.01% 238
2021
Q4 		$56K Hold
2,200
– – 0.01% 241
2021
Q3 		$55K Sell
2,200
-1,056
-32% -$26.8K 0.01% 221
2021
Q2 		$85K Sell
3,256
-5,320
-62% -$136K 0.02% 191
2021
Q1 		$214K Sell
8,576
-45,420
-84% -$1.12M 0.05% 132
2020
Q4 		$1.2M Sell
53,996
-66,508
-55% -$1.32M 0.31% 51
2020
Q3 		$2.06M Sell
120,504
-103,260
-46% -$1.78M 0.58% 27
2020
Q2 		$3.65M Sell
223,764
-194,124
-46% -$2.91M 1.01% 20
2020
Q1 		$5.38M Buy
417,888
+216
+0.1% +$3.67K 1.79% 11
2019
Q4 		$7.9M Sell
417,672
-10,384
-2% -$188K 1.71% 14
2019
Q3 		$7.46M Sell
428,056
-7,104
-2% -$125K 1.68% 15
2019
Q2 		$7.78M Sell
435,160
-14,940
-3% -$264K 1.76% 14
2019
Q1 		$7.87M Sell
450,100
-2,616
-0.6% -$44.8K 1.84% 14
2018
Q4 		$6.87M Buy
452,716
+223,844
+98% +$3.78M 1.84% 14
2018
Q3 		$4.36M Buy
228,872
+11,920
+5% +$227K 1.07% 19
2018
Q2 		$3.99M Buy
216,952
+21,684
+11% +$392K 0.94% 18
2018
Q1 		$3.38M Buy
195,268
+33,660
+21% +$593K 0.86% 20
2017
Q4 		$2.82M Buy
161,608
+8,240
+5% +$141K 0.82% 20
2017
Q3 		$2.58M Buy
153,368
+3,892
+3% +$62.6K 0.83% 24
2017
Q2 		$2.39M Buy
149,476
+17,684
+13% +$279K 0.88% 23
2017
Q1 		$2.08M Buy
131,792
+108,696
+471% +$1.7M 0.83% 25
2016
Q4 		$355K Buy
+23,096
New +$340K 0.2% 83

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

Lee Financial's SCHA Position: Q1 2026 in Review

Lee Financial increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.8% in Q1 2026, buying an estimated $126K and bringing the position to 113,911 shares worth $3.31M. The position accounts for 0.47% of the portfolio, ranked #23.

Lee Financial first reported a position in SCHA in Q4 2016 and has held it in 38 quarters since. The position peaked at $7.9M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Lee Financial held 113,911 shares of Schwab U.S Small- Cap ETF worth $3.31M as of Q1 2026.
  • Lee Financial bought 4,202 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $126K.
  • Schwab U.S Small- Cap ETF made up 0.47% of Lee Financial's portfolio in Q1 2026, its #23 holding.
  • Lee Financial first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Lee Financial's Schwab U.S Small- Cap ETF position peaked at $7.9M in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.