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Madison Wealth Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Madison Wealth Partners’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 		$302K Buy
10,385
+3,337
+47% +$100K 0.05% 160
2025
Q4 		$201K Sell
7,048
-1,509
-18% -$42.6K 0.04% 200
2025
Q3 		$239K Sell
8,557
-27
-0.3% -$722 0.05% 152
2025
Q2 		$217K Buy
8,584
+5
+0.1% +$118 0.05% 157
2025
Q1 		$201K Sell
8,579
-20,386
-70% -$520K 0.05% 151
2024
Q4 		$749K Sell
28,965
-1,019
-3% -$27.1K 0.21% 60
2024
Q3 		$772K Sell
29,984
-1,766
-6% -$43.8K 0.23% 58
2024
Q2 		$753K Buy
31,750
+1,942
+7% +$46K 0.26% 51
2024
Q1 		$734K Buy
29,808
+1,372
+5% +$32.1K 0.27% 52
2023
Q4 		$672K Buy
28,436
+17,970
+172% +$379K 0.27% 51
2023
Q3 		$217K Buy
10,466
+560
+6% +$12.3K 0.11% 85
2023
Q2 		$217K Buy
9,906
+72
+0.7% +$1.5K 0.1% 89
2023
Q1 		$206K Buy
+9,834
New +$211K 0.1% 82

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

Madison Wealth Partners's SCHA Position: Q1 2026 in Review

Madison Wealth Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 47% in Q1 2026, buying an estimated $100K and bringing the position to 10,385 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #160.

Madison Wealth Partners first reported a position in SCHA in Q1 2023 and has held it in 13 quarters since. The position peaked at $772K in Q3 2024. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Madison Wealth Partners held 10,385 shares of Schwab U.S Small- Cap ETF worth $302K as of Q1 2026.
  • Madison Wealth Partners bought 3,337 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $100K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Madison Wealth Partners's portfolio in Q1 2026, its #160 holding.
  • Madison Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and has held it in 13 quarters since.
  • Madison Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $772K in Q3 2024.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.