Long Island Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Long Island Wealth Management’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	$892K	Buy	30,678 +1,809	+6%	+$54.2K	0.41%	43
2025 Q4	$822K	Sell	28,869 -2,182	-7%	-$61.6K	0.39%	48
2025 Q3	$866K	Buy	31,051 +7	+0%	+$187	0.42%	45
2025 Q2	$785K	Buy	31,044 +4,121	+15%	+$97.4K	0.41%	47
2025 Q1	$631K	Buy	26,923 +4,993	+23%	+$127K	0.38%	49
2024 Q4	$567K	Buy	21,930 +60	+0.3%	+$1.6K	0.35%	50
2024 Q3	$563K	Buy	21,870 +80	+0.4%	+$1.99K	0.37%	49
2024 Q2	$517K	Sell	21,790 -2	-0%	-$47	0.36%	51
2024 Q1	$536K	Sell	21,792 -980	-4%	-$23K	0.38%	51
2023 Q4	$538K	Buy	+22,772	New	+$480K	0.38%	50

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

Long Island Wealth Management's SCHA Position: Q1 2026 in Review

Long Island Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 6.3% in Q1 2026, buying an estimated $54.2K and bringing the position to 30,678 shares worth $892K. The position accounts for 0.41% of the portfolio, ranked #43.

Long Island Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Long Island Wealth Management held 30,678 shares of Schwab U.S Small- Cap ETF worth $892K as of Q1 2026.
Long Island Wealth Management bought 1,809 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $54.2K.
Schwab U.S Small- Cap ETF made up 0.41% of Long Island Wealth Management's portfolio in Q1 2026, its #43 holding.
Long Island Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.