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NFP Retirement Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

NFP Retirement Inc’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 		$4.35M Buy
149,639
+3,305
+2% +$99.1K 0.26% 66
2025
Q4 		$4.17M Sell
146,334
-3,106
-2% -$87.7K 0.25% 63
2025
Q3 		$4.17M Sell
149,440
-4,679
-3% -$125K 0.27% 61
2025
Q2 		$3.9M Sell
154,119
-53,486
-26% -$1.26M 0.26% 62
2025
Q1 		$4.86M Buy
207,605
+9,066
+5% +$231K 0.39% 41
2024
Q4 		$5.13M Buy
198,539
+9,847
+5% +$262K 0.41% 42
2024
Q3 		$4.86M Sell
188,692
-38,990
-17% -$968K 0.39% 41
2024
Q2 		$5.4M Sell
227,682
-9,632
-4% -$228K 0.45% 40
2024
Q1 		$5.84M Sell
237,314
-10,448
-4% -$245K 0.5% 37
2023
Q4 		$5.85M Buy
247,762
+14,130
+6% +$298K 0.99% 27
2023
Q3 		$4.84M Sell
233,632
-38,540
-14% -$846K 0.92% 30
2023
Q2 		$5.96M Buy
272,172
+14,024
+5% +$292K 1.11% 24
2023
Q1 		$5.41M Buy
258,148
+9,710
+4% +$209K 1.08% 25
2022
Q4 		$5.03M Buy
248,438
+53,700
+28% +$1.1M 1.11% 21
2022
Q3 		$3.68M Buy
194,738
+28,752
+17% +$601K 0.91% 34
2022
Q2 		$3.24M Buy
165,986
+15,744
+10% +$337K 0.82% 35
2022
Q1 		$3.56M Buy
150,242
+1,210
+0.8% +$28.6K 0.84% 32
2021
Q4 		$3.82M Buy
149,032
+10,572
+8% +$274K 1.37% 18
2021
Q3 		$3.47M Sell
138,460
-2,272
-2% -$57.7K 1.41% 18
2021
Q2 		$3.67M Buy
140,732
+39,456
+39% +$1.01M 1.42% 18
2021
Q1 		$2.52M Buy
101,276
+3,600
+4% +$88.5K 1.1% 26
2020
Q4 		$2.17M Sell
97,676
-1,784
-2% -$35.5K 1.34% 21
2020
Q3 		$1.7M Sell
99,460
-9,324
-9% -$161K 1.12% 26
2020
Q2 		$1.78M Buy
108,784
+19,660
+22% +$294K 1.3% 19
2020
Q1 		$1.15M Buy
89,124
+5,728
+7% +$97.3K 1.12% 25
2019
Q4 		$1.57M Buy
+83,396
New +$1.51M 1.46% 19

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

NFP Retirement Inc's SCHA Position: Q1 2026 in Review

NFP Retirement Inc increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.3% in Q1 2026, buying an estimated $99.1K and bringing the position to 149,639 shares worth $4.35M. The position accounts for 0.26% of the portfolio, ranked #66.

NFP Retirement Inc first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $5.96M in Q2 2023. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • NFP Retirement Inc held 149,639 shares of Schwab U.S Small- Cap ETF worth $4.35M as of Q1 2026.
  • NFP Retirement Inc bought 3,305 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $99.1K.
  • Schwab U.S Small- Cap ETF made up 0.26% of NFP Retirement Inc's portfolio in Q1 2026, its #66 holding.
  • NFP Retirement Inc first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
  • NFP Retirement Inc's Schwab U.S Small- Cap ETF position peaked at $5.96M in Q2 2023.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on NFP Retirement Inc's 13F filing for Q1 2026, filed 13 May 2026.