Morton Brown Family Wealth’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Morton Brown Family Wealth’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	–	Sell	-1,069	Closed	-$30.4K	–	298
2025 Q4	$30.4K	Buy	+1,069	New	+$30.2K	0.01%	131
2024 Q2	–	Sell	-222	Closed	-$5.47K	–	231
2024 Q1	$5.47K	Hold	222	–	–	﹤0.01%	174
2023 Q4	$5.24K	Buy	+222	New	+$4.68K	﹤0.01%	209
2022 Q3	–	Sell	-196	Closed	-$4K	–	316
2022 Q2	$4K	Buy	+196	New	+$4.19K	﹤0.01%	167

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Morton Brown Family Wealth's SCHA Position: Q1 2026 in Review

Morton Brown Family Wealth sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 1,069 shares — an estimated $30.4K sold.

Morton Brown Family Wealth first reported a position in SCHA in Q2 2022 and held it in 4 quarters. The position peaked at $30.4K in Q4 2025. 1,257 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Morton Brown Family Wealth reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
Morton Brown Family Wealth sold 1,069 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $30.4K.
Morton Brown Family Wealth first reported a position in Schwab U.S Small- Cap ETF in Q2 2022 and held it in 4 quarters.
Morton Brown Family Wealth's Schwab U.S Small- Cap ETF position peaked at $30.4K in Q4 2025.
1,257 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Morton Brown Family Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.