Leo H. Evart Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Leo H. Evart Inc’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	$2.03M	Buy	+69,838	New	+$2.09M	1.74%	18
2023 Q3	$1.3M	Sell	62,962 -5,694	-8%	-$125K	2%	17
2023 Q2	$1.5M	Sell	68,656 -692	-1%	-$14.4K	2.09%	17
2023 Q1	$1.45M	Sell	69,348 -6,576	-9%	-$141K	2.12%	16
2022 Q4	$1.54M	Sell	75,924 -116	-0.2%	-$2.38K	2.33%	16
2022 Q3	$1.44M	Buy	76,040 +236	+0.3%	+$4.94K	2.19%	16
2022 Q2	$1.48M	Sell	75,804 -414	-0.5%	-$8.85K	1.8%	17
2022 Q1	$1.8M	Sell	76,218 -642	-0.8%	-$15.2K	1.87%	17
2021 Q4	$1.97M	Buy	+76,860	New	+$1.99M	1.92%	17

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

Leo H. Evart Inc's SCHA Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Schwab U.S Small- Cap ETF (SCHA) in Q1 2026: 69,838 shares worth $2.03M. The stake represents 1.74% of the portfolio and ranks #18 among its holdings. This is a return to the name: Leo H. Evart Inc previously reported a position in SCHA as recently as Q3 2023.

Leo H. Evart Inc first reported a position in SCHA in Q4 2021 and has held it in 9 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Leo H. Evart Inc held 69,838 shares of Schwab U.S Small- Cap ETF worth $2.03M as of Q1 2026.
Schwab U.S Small- Cap ETF was a new Leo H. Evart Inc position in Q1 2026.
Schwab U.S Small- Cap ETF made up 1.74% of Leo H. Evart Inc's portfolio in Q1 2026, its #18 holding.
Leo H. Evart Inc first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 9 quarters since.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.