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

NWK 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	$8.08K	Hold	278	–	–	﹤0.01%	61
2025 Q4	$7.92K	Hold	278	–	–	﹤0.01%	63
2025 Q3	$7.76K	Hold	278	–	–	﹤0.01%	67
2025 Q2	$7.03K	Hold	278	–	–	﹤0.01%	64
2025 Q1	$6.51K	Sell	278 -114	-29%	-$2.91K	﹤0.01%	62
2024 Q4	$10.1K	Hold	392	–	–	﹤0.01%	66
2024 Q3	$10.1K	Hold	392	–	–	﹤0.01%	66
2024 Q2	$9.3K	Hold	392	–	–	﹤0.01%	56
2024 Q1	$9.65K	Sell	392 -32	-8%	-$750	﹤0.01%	58
2023 Q4	$10K	Hold	424	–	–	0.01%	58
2023 Q3	$8.78K	Hold	424	–	–	0.01%	56
2023 Q2	$9.29K	Hold	424	–	–	0.01%	60
2023 Q1	$8.89K	Hold	424	–	–	0.01%	64
2022 Q4	$8.59K	Hold	424	–	–	0.01%	61
2022 Q3	$8K	Sell	424 -320	-43%	-$6.69K	0.01%	57
2022 Q2	$15K	Hold	744	–	–	0.01%	71
2022 Q1	$18K	Hold	744	–	–	0.01%	74
2021 Q4	$19K	Hold	744	–	–	0.01%	79
2021 Q3	$19K	Hold	744	–	–	0.01%	80
2021 Q2	$19K	Hold	744	–	–	0.01%	88
2021 Q1	$19K	Hold	744	–	–	0.01%	148
2020 Q4	$17K	Sell	744 -48	-6%	-$956	0.01%	153
2020 Q3	$14K	Sell	792 -52	-6%	-$895	0.01%	145
2020 Q2	$14K	Hold	844	–	–	0.01%	152
2020 Q1	$11K	Buy	844 +340	+67%	+$5.78K	0.01%	143
2019 Q4	$10K	Buy	+504	New	+$9.12K	0.01%	162

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

NWK Group's SCHA Position: Q1 2026 in Review

NWK Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 278 shares worth $8.08K. The position accounts for ﹤0.01% of the portfolio, ranked #61.

NWK Group first reported a position in SCHA in Q4 2019 and has held it in 26 quarters since. The position peaked at $19K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

NWK Group held 278 shares of Schwab U.S Small- Cap ETF worth $8.08K as of Q1 2026.
NWK Group left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up ﹤0.01% of NWK Group's portfolio in Q1 2026, its #61 holding.
NWK Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2019 and has held it in 26 quarters since.
NWK Group's Schwab U.S Small- Cap ETF position peaked at $19K in Q4 2021.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on NWK Group's 13F filing for Q1 2026, filed 7 May 2026.