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Legacy Bridge’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Legacy Bridge’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 		$659K Hold
22,660
– – 0.25% 108
2025
Q4 		$645K Sell
22,660
-300
-1% -$8.47K 0.26% 104
2025
Q3 		$641K Hold
22,960
– – 0.27% 104
2025
Q2 		$581K Hold
22,960
– – 0.28% 102
2025
Q1 		$538K Sell
22,960
-1,200
-5% -$30.6K 0.3% 105
2024
Q4 		$625K Hold
24,160
– – 0.33% 101
2024
Q3 		$622K Hold
24,160
– – 0.34% 99
2024
Q2 		$573K Hold
24,160
– – 0.34% 94
2024
Q1 		$595K Sell
24,160
-200
-0.8% -$4.68K 0.35% 91
2023
Q4 		$575K Hold
24,360
– – 0.37% 89
2023
Q3 		$504K Hold
24,360
– – 0.36% 97
2023
Q2 		$533K Buy
24,360
+3,700
+18% +$77.1K 0.36% 94
2023
Q1 		$433K Hold
20,660
– – 0.3% 109
2022
Q4 		$418K Hold
20,660
– – 0.3% 108
2022
Q3 		$390K Hold
20,660
– – 0.31% 108
2022
Q2 		$403K Hold
20,660
– – 0.3% 112
2022
Q1 		$489K Hold
20,660
– – 0.29% 112
2021
Q4 		$529K Hold
20,660
– – 0.28% 116
2021
Q3 		$517K Sell
20,660
-400
-2% -$10.2K 0.3% 110
2021
Q2 		$549K Hold
21,060
– – 0.31% 109
2021
Q1 		$525K Hold
21,060
– – 0.34% 98
2020
Q4 		$469K Hold
21,060
– – 0.34% 97
2020
Q3 		$360K Hold
21,060
– – 0.33% 100
2020
Q2 		$344K Sell
21,060
-1,760
-8% -$26.4K 0.38% 95
2020
Q1 		$294K Sell
22,820
-2,800
-11% -$47.6K 0.37% 98
2019
Q4 		$484K Hold
25,620
– – 0.4% 90
2019
Q3 		$447K Hold
25,620
– – 0.43% 85
2019
Q2 		$458K Buy
25,620
+100
+0.4% +$1.77K 0.44% 81
2019
Q1 		$446K Buy
25,520
+180
+0.7% +$3.08K 0.46% 79
2018
Q4 		$384K Buy
+25,340
New +$428K 0.48% 74

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

Legacy Bridge's SCHA Position: Q1 2026 in Review

Legacy Bridge held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 22,660 shares worth $659K. The position accounts for 0.25% of the portfolio, ranked #108.

Legacy Bridge first reported a position in SCHA in Q4 2018 and has held it in 30 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Legacy Bridge held 22,660 shares of Schwab U.S Small- Cap ETF worth $659K as of Q1 2026.
  • Legacy Bridge left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.25% of Legacy Bridge's portfolio in Q1 2026, its #108 holding.
  • Legacy Bridge first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 30 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.