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Nemes Rush Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Nemes Rush 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
2026
Q1 		– Sell
-20
Closed -$570 – 1021
2025
Q4 		$570 Buy
+20
New +$565 ﹤0.01% 861
2025
Q2 		– Sell
-29,008
Closed -$680K – 771
2025
Q1 		$680K Hold
29,008
– – 0.09% 109
2024
Q4 		$750K Hold
29,008
– – 0.09% 105
2024
Q3 		$714K Sell
29,008
-168
-0.6% -$4.17K 0.1% 105
2024
Q2 		$692K Buy
29,176
+168
+0.6% +$3.98K 0.1% 103
2024
Q1 		$714K Hold
29,008
– – 0.1% 106
2023
Q4 		$685K Hold
29,008
– – 0.11% 111
2023
Q3 		$601K Sell
29,008
-442
-2% -$9.7K 0.11% 112
2023
Q2 		$645K Buy
+29,450
New +$614K 0.11% 108

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

Nemes Rush Group's SCHA Position: Q1 2026 in Review

Nemes Rush Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 20 shares — an estimated $570 sold.

Nemes Rush Group first reported a position in SCHA in Q2 2023 and held it in 9 quarters. The position peaked at $750K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Nemes Rush Group reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • Nemes Rush Group sold 20 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $570.
  • Nemes Rush Group first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and held it in 9 quarters.
  • Nemes Rush Group's Schwab U.S Small- Cap ETF position peaked at $750K in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Nemes Rush Group's 13F filing for Q1 2026, filed 21 Apr 2026.