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

Nalls Sherbakoff 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
2025 Q4	$42.4K	Sell	1,490 -5,741	-79%	-$162K	0.03%	218
2025 Q3	$202K	Buy	7,231 +266	+4%	+$7.11K	0.14%	104
2025 Q2	$176K	Hold	6,965	–	–	0.13%	106
2025 Q1	$163K	Buy	+6,965	New	+$178K	0.13%	101
2023 Q4	$165K	Sell	6,966 -338	-5%	-$7.12K	0.15%	97
2023 Q3	$151K	Hold	7,304	–	–	0.15%	95
2023 Q2	$148K	Hold	7,304	–	–	0.15%	96
2023 Q1	$150K	Buy	+7,304	New	+$157K	0.15%	97
2018 Q4	$111K	Buy	+7,284	New	+$123K	0.18%	73

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

RWM

RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Nalls Sherbakoff Group's SCHA Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 79% in Q4 2025, selling an estimated $162K and leaving 1,490 shares worth $42.4K. The position accounts for 0.03% of the portfolio, ranked #218.

Nalls Sherbakoff Group first reported a position in SCHA in Q4 2018 and has held it in 9 quarters since. The position peaked at $202K in Q3 2025. 1,239 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

Nalls Sherbakoff Group held 1,490 shares of Schwab U.S Small- Cap ETF worth $42.4K as of Q4 2025.
Nalls Sherbakoff Group sold 5,741 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $162K.
Schwab U.S Small- Cap ETF made up 0.03% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #218 holding.
Nalls Sherbakoff Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Schwab U.S Small- Cap ETF position peaked at $202K in Q3 2025.
1,239 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.