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Oakwell Private Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Oakwell Private Wealth Management’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 		$1.97M Buy
67,579
+702
+1% +$21K 0.35% 29
2025
Q4 		$1.9M Buy
66,877
+2,624
+4% +$74.1K 0.36% 30
2025
Q3 		$1.79M Hold
64,253
– – 0.36% 28
2025
Q2 		$1.63M Buy
64,253
+208
+0.3% +$4.92K 0.37% 26
2025
Q1 		$1.5M Hold
64,045
– – 0.41% 28
2024
Q4 		$1.66M Sell
64,045
-31
-0% -$825 0.46% 24
2024
Q3 		$1.65M Sell
64,076
-4,930
-7% -$122K 0.47% 25
2024
Q2 		$1.64M Sell
69,006
-126
-0.2% -$2.99K 0.46% 26
2024
Q1 		$1.7M Sell
69,132
-364
-0.5% -$8.53K 0.52% 24
2023
Q4 		$1.64M Sell
69,496
-6,034
-8% -$127K 0.57% 24
2023
Q3 		$1.56M Sell
75,530
-348
-0.5% -$7.64K 0.66% 20
2023
Q2 		$1.66M Buy
75,878
+312
+0.4% +$6.5K 0.7% 22
2023
Q1 		$1.58M Buy
75,566
+398
+0.5% +$8.55K 0.72% 22
2022
Q4 		$1.52M Sell
75,168
-11,264
-13% -$231K 0.73% 21
2022
Q3 		$1.63M Buy
86,432
+36,780
+74% +$769K 0.9% 20
2022
Q2 		$968K Buy
49,652
+8,434
+20% +$180K 0.55% 26
2022
Q1 		$976K Sell
41,218
-258
-0.6% -$6.09K 0.49% 28
2021
Q4 		$1.06M Sell
41,476
-2,360
-5% -$61.1K 0.53% 26
2021
Q3 		$1.1M Sell
43,836
-244
-0.6% -$6.2K 0.59% 21
2021
Q2 		$1.15M Sell
44,080
-844
-2% -$21.6K 0.74% 23
2021
Q1 		$1.12M Sell
44,924
-3,776
-8% -$92.9K 0.79% 21
2020
Q4 		$1.08M Buy
+48,700
New +$970K 0.85% 20

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

Oakwell Private Wealth Management's SCHA Position: Q1 2026 in Review

Oakwell Private Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1% in Q1 2026, buying an estimated $21K and bringing the position to 67,579 shares worth $1.97M. The position accounts for 0.35% of the portfolio, ranked #29.

Oakwell Private Wealth Management first reported a position in SCHA in Q4 2020 and has held it in 22 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Oakwell Private Wealth Management held 67,579 shares of Schwab U.S Small- Cap ETF worth $1.97M as of Q1 2026.
  • Oakwell Private Wealth Management bought 702 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $21K.
  • Schwab U.S Small- Cap ETF made up 0.35% of Oakwell Private Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Oakwell Private Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.