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

MYeCFO’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 		$994K Buy
34,181
+900
+3% +$27K 0.42% 30
2025
Q4 		$948K Sell
33,281
-1,300
-4% -$36.7K 0.4% 34
2025
Q3 		$965K Sell
34,581
-2,550
-7% -$68.2K 0.44% 30
2025
Q2 		$939K Sell
37,131
-1,000
-3% -$23.6K 0.46% 31
2025
Q1 		$893K Sell
38,131
-460
-1% -$11.7K 0.47% 31
2024
Q4 		$998K Buy
38,591
+7,629
+25% +$203K 0.54% 29
2024
Q3 		$799K Buy
30,962
+7,220
+30% +$179K 0.43% 32
2024
Q2 		$563K Buy
23,742
+4,000
+20% +$94.8K 0.32% 36
2024
Q1 		$486K Buy
19,742
+4,060
+26% +$95.1K 0.29% 38
2023
Q4 		$370K Sell
15,682
-1,000
-6% -$21.1K 0.23% 42
2023
Q3 		$345K Buy
16,682
+6,800
+69% +$149K 0.24% 39
2023
Q2 		$216K Sell
9,882
-1,000
-9% -$20.8K 0.16% 42
2023
Q1 		$228K Sell
10,882
-1,440
-12% -$30.9K 0.17% 42
2022
Q4 		$250K Buy
+12,322
New +$253K 0.21% 36

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

MYeCFO's SCHA Position: Q1 2026 in Review

MYeCFO increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.7% in Q1 2026, buying an estimated $27K and bringing the position to 34,181 shares worth $994K. The position accounts for 0.42% of the portfolio, ranked #30.

MYeCFO first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $998K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • MYeCFO held 34,181 shares of Schwab U.S Small- Cap ETF worth $994K as of Q1 2026.
  • MYeCFO bought 900 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $27K.
  • Schwab U.S Small- Cap ETF made up 0.42% of MYeCFO's portfolio in Q1 2026, its #30 holding.
  • MYeCFO first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • MYeCFO's Schwab U.S Small- Cap ETF position peaked at $998K in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on MYeCFO's 13F filing for Q1 2026, filed 8 Apr 2026.