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

Mutual 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
2026
Q1 		$624K Sell
21,474
-1,427
-6% -$42.8K 0.01% 779
2025
Q4 		$652K Sell
22,901
-410
-2% -$11.6K 0.01% 750
2025
Q3 		$658K Sell
23,311
-1,064
-4% -$28.5K 0.01% 731
2025
Q2 		$642K Sell
24,375
-168
-0.7% -$3.97K 0.02% 669
2025
Q1 		$558K Sell
24,543
-859
-3% -$21.9K 0.02% 668
2024
Q4 		$671K Sell
25,402
-29,960
-54% -$797K 0.02% 607
2024
Q3 		$710K Buy
55,362
+27,586
+99% +$685K 0.02% 591
2024
Q2 		$709K Sell
27,776
-2,128
-7% -$50.4K 0.02% 597
2024
Q1 		$736K Sell
29,904
-884
-3% -$20.7K 0.02% 579
2023
Q4 		$727K Buy
30,788
+442
+1% +$9.32K 0.03% 543
2023
Q3 		$628K Sell
30,346
-5,878
-16% -$129K 0.02% 558
2023
Q2 		$793K Sell
36,224
-2,536
-7% -$52.9K 0.03% 503
2023
Q1 		$813K Sell
38,760
-6,854
-15% -$147K 0.03% 483
2022
Q4 		$924K Sell
45,614
-21,048
-32% -$431K 0.04% 427
2022
Q3 		$1.26M Sell
66,662
-16,418
-20% -$343K 0.06% 314
2022
Q2 		$1.62M Buy
83,080
+3,226
+4% +$69K 0.11% 224
2022
Q1 		$1.89M Sell
79,854
-30
-0% -$708 0.11% 222
2021
Q4 		$2.04M Sell
79,884
-60
-0.1% -$1.55K 0.11% 224
2021
Q3 		$2M Sell
79,944
-8,080
-9% -$205K 0.12% 216
2021
Q2 		$2.29M Sell
88,024
-31,472
-26% -$805K 0.14% 186
2021
Q1 		$2.98M Buy
119,496
+93,048
+352% +$2.29M 0.2% 120
2020
Q4 		$589K Sell
26,448
-7,400
-22% -$147K 0.04% 431
2020
Q3 		$578K Buy
33,848
+2,376
+8% +$40.9K 0.05% 394
2020
Q2 		$514K Buy
31,472
+5,804
+23% +$86.9K 0.05% 376
2020
Q1 		$331K Buy
25,668
+2,336
+10% +$39.7K 0.04% 376
2019
Q4 		$441K Buy
+23,332
New +$422K 0.05% 371

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

Mutual Advisors's SCHA Position: Q1 2026 in Review

Mutual Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 6.2% in Q1 2026, selling an estimated $42.8K and leaving 21,474 shares worth $624K. The position accounts for 0.01% of the portfolio, ranked #779.

Mutual Advisors first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.98M in Q1 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Mutual Advisors held 21,474 shares of Schwab U.S Small- Cap ETF worth $624K as of Q1 2026.
  • Mutual Advisors sold 1,427 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $42.8K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #779 holding.
  • Mutual Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • Mutual Advisors's Schwab U.S Small- Cap ETF position peaked at $2.98M in Q1 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.