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

NBZ Investment 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 		$97.9K Sell
3,368
-992
-23% -$29.7K 0.04% 57
2025
Q4 		$124K Hold
4,360
– – 0.05% 49
2025
Q3 		$122K Hold
4,360
– – 0.06% 46
2025
Q2 		$110K Hold
4,360
– – 0.06% 51
2025
Q1 		$102K Sell
4,360
-32
-0.7% -$816 0.06% 51
2024
Q4 		$114K Buy
+4,392
New +$117K 0.06% 47

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

NBZ Investment Advisors's SCHA Position: Q1 2026 in Review

NBZ Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 23% in Q1 2026, selling an estimated $29.7K and leaving 3,368 shares worth $97.9K. The position accounts for 0.04% of the portfolio, ranked #57.

NBZ Investment Advisors first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. The position peaked at $124K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • NBZ Investment Advisors held 3,368 shares of Schwab U.S Small- Cap ETF worth $97.9K as of Q1 2026.
  • NBZ Investment Advisors sold 992 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $29.7K.
  • Schwab U.S Small- Cap ETF made up 0.04% of NBZ Investment Advisors's portfolio in Q1 2026, its #57 holding.
  • NBZ Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • NBZ Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $124K in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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