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Lindbrook Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lindbrook Capital’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 		$54.7K Buy
2,335
+65
+3% +$1.66K 0.01% 964
2024
Q4 		$58.7K Hold
2,270
– – 0.01% 754
2024
Q3 		$58.5K Hold
2,270
– – 0.01% 750
2024
Q2 		$53.9K Hold
2,270
– – 0.01% 759
2024
Q1 		$55.9K Sell
2,270
-60
-3% -$1.41K 0.01% 745
2023
Q4 		$55K Hold
2,330
– – 0.01% 718
2023
Q3 		$48.3K Hold
2,330
– – 0.01% 708
2023
Q2 		$51K Hold
2,330
– – 0.01% 716
2023
Q1 		$48.8K Hold
2,330
– – 0.01% 703
2022
Q4 		$47.2K Buy
2,330
+10
+0.4% +$205 0.01% 719
2022
Q3 		$44K Buy
2,320
+66
+3% +$1.38K 0.01% 693
2022
Q2 		$44K Buy
2,254
+1,814
+412% +$38.8K 0.01% 707
2022
Q1 		$10K Hold
440
– – ﹤0.01% 1288
2021
Q4 		$11K Buy
+440
New +$11.4K ﹤0.01% 1240

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 $424B AUM 22.96% 1-Year Est. Return

Lindbrook Capital's SCHA Position: Q1 2025 in Review

Lindbrook Capital increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.9% in Q1 2025, buying an estimated $1.66K and bringing the position to 2,335 shares worth $54.7K. The position accounts for 0.01% of the portfolio, ranked #964.

Lindbrook Capital first reported a position in SCHA in Q4 2021 and has held it in 14 quarters since. The position peaked at $58.7K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • Lindbrook Capital held 2,335 shares of Schwab U.S Small- Cap ETF worth $54.7K as of Q1 2025.
  • Lindbrook Capital bought 65 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $1.66K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #964 holding.
  • Lindbrook Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • Lindbrook Capital's Schwab U.S Small- Cap ETF position peaked at $58.7K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.