Mark Sheptoff Financial Planning’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mark Sheptoff Financial Planning’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	$8.12K	Hold	245	–	–	﹤0.01%	369
2025 Q4	$6.98K	Hold	245	–	–	﹤0.01%	387
2025 Q3	$6.84K	Buy	245 +169	+222%	+$4.52K	﹤0.01%	378
2025 Q2	$1.92K	Hold	76	–	–	﹤0.01%	473
2025 Q1	$1.78K	Hold	76	–	–	﹤0.01%	411
2024 Q4	$1.97K	Hold	76	–	–	﹤0.01%	397
2024 Q3	$1.96K	Hold	76	–	–	﹤0.01%	393
2024 Q2	$1.8K	Hold	76	–	–	﹤0.01%	393
2024 Q1	$1.87K	Hold	76	–	–	﹤0.01%	360
2023 Q4	$1.79K	Hold	76	–	–	﹤0.01%	359
2023 Q3	$1.57K	Hold	76	–	–	﹤0.01%	345
2023 Q2	$1.66K	Hold	76	–	–	﹤0.01%	353
2023 Q1	$1.59K	Hold	76	–	–	﹤0.01%	350
2022 Q4	$1.54K	Sell	76 -24	-24%	-$492	﹤0.01%	357
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	332
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	343
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	388
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	398
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	360
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	386
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	352
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	330
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	302
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	329
2020 Q1	$1K	Buy	+100	New	+$1.7K	﹤0.01%	330
2019 Q3	–	Sell	-556	Closed	-$10K	–	384
2019 Q2	$10K	Hold	556	–	–	0.01%	265
2019 Q1	$10K	Hold	556	–	–	0.01%	265
2018 Q4	$8K	Hold	556	–	–	0.01%	257
2018 Q3	$11K	Hold	556	–	–	0.01%	283
2018 Q2	$10K	Hold	556	–	–	0.01%	281
2018 Q1	$10K	Hold	556	–	–	0.01%	287
2017 Q4	$10K	Hold	556	–	–	0.01%	283
2017 Q3	$9K	Buy	+556	New	+$8.94K	0.01%	301

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

Mark Sheptoff Financial Planning's SCHA Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 245 shares worth $8.12K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Mark Sheptoff Financial Planning first reported a position in SCHA in Q3 2017 and has held it in 33 quarters since. The position peaked at $11K in Q3 2018. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Mark Sheptoff Financial Planning held 245 shares of Schwab U.S Small- Cap ETF worth $8.12K as of Q1 2026.
Mark Sheptoff Financial Planning left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #369 holding.
Mark Sheptoff Financial Planning first reported a position in Schwab U.S Small- Cap ETF in Q3 2017 and has held it in 33 quarters since.
Mark Sheptoff Financial Planning's Schwab U.S Small- Cap ETF position peaked at $11K in Q3 2018.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.