Newbridge Financial Services Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Newbridge Financial Services 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 Q2	–	Sell	-52	Closed	-$1.22K	–	1356
2025 Q1	$1.22K	Sell	52 -153	-75%	-$3.9K	﹤0.01%	934
2024 Q4	$5.29K	Buy	+205	New	+$5.45K	﹤0.01%	858
2024 Q3	–	Sell	-204	Closed	-$4.82K	–	1021
2024 Q2	$4.82K	Sell	204 -1,180	-85%	-$28K	﹤0.01%	851
2024 Q1	$34.1K	Buy	1,384 +2	+0.1%	+$47	0.01%	489
2023 Q4	$32.7K	Hold	1,382	–	–	0.02%	493
2023 Q3	$28.6K	Hold	1,382	–	–	0.01%	562
2023 Q2	$30.3K	Hold	1,382	–	–	0.01%	579
2023 Q1	$29K	Hold	1,382	–	–	0.02%	602
2022 Q4	$28K	Buy	1,382 +1,062	+332%	+$21.8K	0.02%	614
2022 Q3	$6K	Hold	320	–	–	﹤0.01%	1014
2022 Q2	$6K	Sell	320 -44	-12%	-$941	﹤0.01%	984
2022 Q1	$9K	Buy	+364	New	+$8.59K	﹤0.01%	972
2021 Q4	–	Sell	-360	Closed	-$9K	–	1522
2021 Q3	$9K	Buy	+360	New	+$9.14K	0.01%	911
2021 Q1	–	Sell	-448	Closed	-$10K	–	1422
2020 Q4	$10K	Hold	448	–	–	0.01%	734
2020 Q3	$8K	Buy	+448	New	+$7.71K	0.01%	730

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 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

Newbridge Financial Services Group's SCHA Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 52 shares — an estimated $1.22K sold.

Newbridge Financial Services Group first reported a position in SCHA in Q3 2020 and held it in 15 quarters. The position peaked at $34.1K in Q1 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

Newbridge Financial Services Group reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 52 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $1.22K.
Newbridge Financial Services Group first reported a position in Schwab U.S Small- Cap ETF in Q3 2020 and held it in 15 quarters.
Newbridge Financial Services Group's Schwab U.S Small- Cap ETF position peaked at $34.1K in Q1 2024.
1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.