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

Lifeworks 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
2025
Q1 		– Sell
-10,218
Closed -$264K – 326
2024
Q4 		$264K Sell
10,218
-2,528
-20% -$67.3K 0.05% 253
2024
Q3 		$328K Buy
+12,746
New +$316K 0.06% 214

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lifeworks Advisors's SCHA Position: Q1 2025 in Review

Lifeworks Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 10,218 shares — an estimated $264K sold.

Lifeworks Advisors first reported a position in SCHA in Q3 2024 and held it in 2 quarters. The position peaked at $328K in Q3 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Lifeworks Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • Lifeworks Advisors sold 10,218 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $264K.
  • Lifeworks Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2024 and held it in 2 quarters.
  • Lifeworks Advisors's Schwab U.S Small- Cap ETF position peaked at $328K in Q3 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Lifeworks Advisors's 13F filing for Q1 2025, filed 6 May 2025.