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

Leeward Financial Partners’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
2025
Q3 		– Sell
-8,465
Closed -$214K – 104
2025
Q2 		$214K Buy
+8,465
New +$200K 0.07% 99
2025
Q1 		– Sell
-8,465
Closed -$219K – 94
2024
Q4 		$219K Sell
8,465
-21
-0.2% -$559 0.08% 86
2024
Q3 		$219K Hold
8,486
– – 0.08% 83
2024
Q2 		$201K Sell
8,486
-8,568
-50% -$203K 0.08% 82
2024
Q1 		$420K Sell
17,054
-2,432
-12% -$57K 0.18% 65
2023
Q4 		$460K Buy
+19,486
New +$411K 0.22% 61

Other funds holding SCHA

Empower Advisory Group
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Leeward Financial Partners's SCHA Position: Q3 2025 in Review

Leeward Financial Partners sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 8,465 shares — an estimated $214K sold.

Leeward Financial Partners first reported a position in SCHA in Q4 2023 and held it in 6 quarters. The position peaked at $460K in Q4 2023. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Leeward Financial Partners reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
  • Leeward Financial Partners sold 8,465 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $214K.
  • Leeward Financial Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 6 quarters.
  • Leeward Financial Partners's Schwab U.S Small- Cap ETF position peaked at $460K in Q4 2023.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Leeward Financial Partners's 13F filing for Q3 2025, filed 12 Nov 2025.