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Mather Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mather Group’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 		$6.76M Buy
232,539
+1,657
+0.7% +$49.7K 0.07% 109
2025
Q4 		$6.58M Buy
230,882
+41
+0% +$1.16K 0.07% 106
2025
Q3 		$6.44M Sell
230,841
-820
-0.4% -$21.9K 0.07% 106
2025
Q2 		$5.86M Sell
231,661
-13,207
-5% -$312K 0.06% 110
2025
Q1 		$5.74M Sell
244,868
-57,410
-19% -$1.46M 0.07% 107
2024
Q4 		$7.82M Sell
302,278
-9,368
-3% -$249K 0.1% 91
2024
Q3 		$8.02M Sell
311,646
-9,534
-3% -$237K 0.1% 91
2024
Q2 		$7.91M Buy
321,180
+22,412
+8% +$531K 0.1% 93
2024
Q1 		$7.06M Sell
298,768
-252
-0.1% -$5.9K 0.11% 75
2023
Q4 		$7.06M Sell
299,020
-15,994
-5% -$337K 0.11% 78
2023
Q3 		$6.52M Sell
315,014
-8,376
-3% -$184K 0.12% 76
2023
Q2 		$7.08M Sell
323,390
-1,518
-0.5% -$31.6K 0.11% 84
2023
Q1 		$6.81M Buy
324,908
+1,292
+0.4% +$27.8K 0.12% 74
2022
Q4 		$6.55M Buy
323,616
+21,632
+7% +$443K 0.13% 70
2022
Q3 		$5.71M Buy
301,984
+21,154
+8% +$442K 0.12% 75
2022
Q2 		$5.47M Buy
280,830
+61,514
+28% +$1.32M 0.13% 75
2022
Q1 		$5.19M Buy
219,316
+17,008
+8% +$401K 0.1% 73
2021
Q4 		$5.18M Buy
202,308
+109,544
+118% +$2.83M 0.1% 67
2021
Q3 		$2.32M Sell
92,764
-4,632
-5% -$118K 0.06% 76
2021
Q2 		$2.54M Buy
97,396
+5,000
+5% +$128K 0.06% 65
2021
Q1 		$2.3M Hold
92,396
– – 0.07% 63
2020
Q4 		$2.06M Hold
92,396
– – 0.07% 63
2020
Q3 		$1.58M Buy
+92,396
New +$1.59M 0.06% 69
2019
Q4 		– Sell
-30,248
Closed -$527K – 172
2019
Q3 		$527K Buy
+30,248
New +$534K 0.04% 56

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

Mather Group's SCHA Position: Q1 2026 in Review

Mather Group increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.72% in Q1 2026, buying an estimated $49.7K and bringing the position to 232,539 shares worth $6.76M. The position accounts for 0.07% of the portfolio, ranked #109.

Mather Group first reported a position in SCHA in Q3 2019 and has held it in 24 quarters since. The position peaked at $8.02M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Mather Group held 232,539 shares of Schwab U.S Small- Cap ETF worth $6.76M as of Q1 2026.
  • Mather Group bought 1,657 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $49.7K.
  • Schwab U.S Small- Cap ETF made up 0.07% of Mather Group's portfolio in Q1 2026, its #109 holding.
  • Mather Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 24 quarters since.
  • Mather Group's Schwab U.S Small- Cap ETF position peaked at $8.02M in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.