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McClarren Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

McClarren Financial Advisors’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
2025
Q1 		– Sell
-989
Closed -$25K – 350
2024
Q4 		$25K Buy
+989
New +$26.3K 0.07% 123
2024
Q3 		– Sell
-284
Closed -$23K – 334
2024
Q2 		$23K Sell
284
-558
-66% -$13.2K 0.02% 211
2024
Q1 		$21K Buy
842
+4
+0.5% +$94 0.02% 214
2023
Q4 		$20K Buy
838
+4
+0.5% +$84 0.02% 237
2023
Q3 		$17K Buy
834
+4
+0.5% +$88 0.01% 231
2023
Q2 		$18K Buy
830
+792
+2,084% +$16.5K 0.01% 227
2023
Q1 		$0 Buy
+38
New +$817 ﹤0.01% 444

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McClarren Financial Advisors's SCHA Position: Q1 2025 in Review

McClarren Financial Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2025, closing a stake of 989 shares — an estimated $25K sold.

McClarren Financial Advisors first reported a position in SCHA in Q1 2023 and held it in 7 quarters. The position peaked at $25K in Q4 2024. 1,136 funds tracked by Wall St. Rank hold SCHA as of Q1 2025.

  • McClarren Financial Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 989 Schwab U.S Small- Cap ETF shares in Q1 2025, an estimated $25K.
  • McClarren Financial Advisors first reported a position in Schwab U.S Small- Cap ETF in Q1 2023 and held it in 7 quarters.
  • McClarren Financial Advisors's Schwab U.S Small- Cap ETF position peaked at $25K in Q4 2024.
  • 1,136 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2025.

Based on McClarren Financial Advisors's 13F filing for Q1 2025, filed 9 May 2025.