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

NewEdge 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 		$4.83M Sell
165,989
-3,066
-2% -$91.9K 0.02% 702
2025
Q4 		$4.81M Sell
169,055
-12,584
-7% -$355K 0.02% 672
2025
Q3 		$5.07M Sell
181,639
-6,883
-4% -$184K 0.02% 622
2025
Q2 		$4.77M Sell
188,522
-7,006
-4% -$166K 0.02% 585
2025
Q1 		$4.58M Sell
195,528
-15,672
-7% -$399K 0.03% 534
2024
Q4 		$5.46M Buy
211,200
+76,920
+57% +$2.05M 0.03% 470
2024
Q3 		$3.46M Buy
134,280
+35,608
+36% +$884K 0.02% 595
2024
Q2 		$2.34M Buy
98,672
+57,956
+142% +$1.37M 0.02% 688
2024
Q1 		$1M Buy
40,716
+3,620
+10% +$84.8K 0.01% 1000
2023
Q4 		$858K Buy
37,096
+34,896
+1,586% +$736K 0.01% 1011
2023
Q3 		$45.6K Sell
2,200
-1,424
-39% -$31.2K ﹤0.01% 2122
2023
Q2 		$79.4K Buy
3,624
+296
+9% +$6.17K ﹤0.01% 1929
2023
Q1 		$69.8K Sell
3,328
-3,162
-49% -$68K ﹤0.01% 1872
2022
Q4 		$98.5K Buy
+6,490
New +$133K ﹤0.01% 1443

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

NewEdge Advisors's SCHA Position: Q1 2026 in Review

NewEdge Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.8% in Q1 2026, selling an estimated $91.9K and leaving 165,989 shares worth $4.83M. The position accounts for 0.02% of the portfolio, ranked #702.

NewEdge Advisors first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.46M in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • NewEdge Advisors held 165,989 shares of Schwab U.S Small- Cap ETF worth $4.83M as of Q1 2026.
  • NewEdge Advisors sold 3,066 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $91.9K.
  • Schwab U.S Small- Cap ETF made up 0.02% of NewEdge Advisors's portfolio in Q1 2026, its #702 holding.
  • NewEdge Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Schwab U.S Small- Cap ETF position peaked at $5.46M in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.