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Lowe Brockenbrough & Co’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Lowe Brockenbrough & Co’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 		$3.17M Sell
108,947
-2,685
-2% -$80.5K 0.16% 105
2025
Q4 		$3.18M Sell
111,632
-5,201
-4% -$147K 0.16% 108
2025
Q3 		$3.26M Sell
116,833
-1,497
-1% -$40K 0.17% 107
2025
Q2 		$2.99M Buy
118,330
+31,207
+36% +$738K 0.17% 112
2025
Q1 		$2.04M Sell
87,123
-438
-0.5% -$11.2K 0.13% 122
2024
Q4 		$2.26M Buy
87,561
+1,631
+2% +$43.4K 0.15% 116
2024
Q3 		$2.21M Buy
85,930
+2,686
+3% +$66.7K 0.14% 121
2024
Q2 		$1.98M Buy
83,244
+1,182
+1% +$28K 0.13% 123
2024
Q1 		$2.02M Sell
82,062
-4,504
-5% -$106K 0.14% 129
2023
Q4 		$2.04M Buy
86,566
+7,244
+9% +$153K 0.16% 121
2023
Q3 		$1.64M Buy
79,322
+330
+0.4% +$7.24K 0.13% 134
2023
Q2 		$1.73M Sell
78,992
-5,750
-7% -$120K 0.13% 132
2023
Q1 		$1.78M Hold
84,742
– – 0.14% 133
2022
Q4 		$1.72M Buy
84,742
+1,630
+2% +$33.4K 0.15% 129
2022
Q3 		$1.57M Sell
83,112
-5,064
-6% -$106K 0.15% 136
2022
Q2 		$1.72M Buy
88,176
+3,900
+5% +$83.4K 0.15% 137
2022
Q1 		$2M Buy
84,276
+2,332
+3% +$55K 0.15% 133
2021
Q4 		$2.1M Buy
81,944
+2,188
+3% +$56.6K 0.15% 122
2021
Q3 		$2M Buy
+79,756
New +$2.03M 0.16% 132

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

Lowe Brockenbrough & Co's SCHA Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.4% in Q1 2026, selling an estimated $80.5K and leaving 108,947 shares worth $3.17M. The position accounts for 0.16% of the portfolio, ranked #105.

Lowe Brockenbrough & Co first reported a position in SCHA in Q3 2021 and has held it in 19 quarters since. The position peaked at $3.26M in Q3 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Lowe Brockenbrough & Co held 108,947 shares of Schwab U.S Small- Cap ETF worth $3.17M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 2,685 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $80.5K.
  • Schwab U.S Small- Cap ETF made up 0.16% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #105 holding.
  • Lowe Brockenbrough & Co first reported a position in Schwab U.S Small- Cap ETF in Q3 2021 and has held it in 19 quarters since.
  • Lowe Brockenbrough & Co's Schwab U.S Small- Cap ETF position peaked at $3.26M in Q3 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.