Ogorek Anthony Joseph’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Ogorek Anthony Joseph’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	$2K	Hold	94	–	–	﹤0.01%	585
2025 Q4	$2K	Buy	94 +1	+1%	+$28	﹤0.01%	577
2025 Q3	$2K	Hold	93	–	–	﹤0.01%	593
2025 Q2	$2K	Hold	93	–	–	﹤0.01%	574
2025 Q1	$2K	Buy	93 +1	+1%	+$25	﹤0.01%	572
2024 Q4	$2K	Hold	92	–	–	﹤0.01%	283
2024 Q3	$2K	Hold	92	–	–	﹤0.01%	254
2024 Q2	$2K	Hold	92	–	–	﹤0.01%	256
2024 Q1	$2K	Hold	92	–	–	﹤0.01%	260
2023 Q4	$2K	Hold	92	–	–	﹤0.01%	271
2023 Q3	$1K	Hold	92	–	–	﹤0.01%	260
2023 Q2	$2K	Hold	92	–	–	﹤0.01%	247
2023 Q1	$1K	Hold	92	–	–	﹤0.01%	261
2022 Q4	$1K	Hold	92	–	–	﹤0.01%	220
2022 Q3	$1K	Hold	92	–	–	﹤0.01%	214
2022 Q2	$1K	Hold	92	–	–	﹤0.01%	212
2022 Q1	$2K	Hold	92	–	–	﹤0.01%	231
2021 Q4	$2K	Hold	92	–	–	﹤0.01%	231
2021 Q3	$2K	Hold	92	–	–	﹤0.01%	220
2021 Q2	$2K	Hold	92	–	–	﹤0.01%	197
2021 Q1	$2K	Hold	92	–	–	﹤0.01%	186
2020 Q4	$2K	Hold	92	–	–	﹤0.01%	186
2020 Q3	$1K	Hold	92	–	–	﹤0.01%	175
2020 Q2	$1K	Hold	92	–	–	﹤0.01%	187
2020 Q1	$1K	Hold	92	–	–	﹤0.01%	201
2019 Q4	$1K	Sell	92 -92	-50%	-$1.67K	﹤0.01%	203
2019 Q3	$3K	Sell	184 -80	-30%	-$1.41K	﹤0.01%	148
2019 Q2	$4K	Sell	264 -248	-48%	-$4.38K	﹤0.01%	141
2019 Q1	$8K	Hold	512	–	–	0.01%	115
2018 Q4	$7K	Sell	512 -97,932	-99%	-$1.65M	0.01%	113
2018 Q3	$1.87M	Sell	98,444 -176	-0.2%	-$3.36K	1.38%	9
2018 Q2	$1.81M	Buy	+98,620	New	+$1.78M	1.41%	10

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

Ogorek Anthony Joseph's SCHA Position: Q1 2026 in Review

Ogorek Anthony Joseph held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 94 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Ogorek Anthony Joseph first reported a position in SCHA in Q2 2018 and has held it in 32 quarters since. The position peaked at $1.87M in Q3 2018. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Ogorek Anthony Joseph held 94 shares of Schwab U.S Small- Cap ETF worth $2K as of Q1 2026.
Ogorek Anthony Joseph 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 Ogorek Anthony Joseph's portfolio in Q1 2026, its #585 holding.
Ogorek Anthony Joseph first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and has held it in 32 quarters since.
Ogorek Anthony Joseph's Schwab U.S Small- Cap ETF position peaked at $1.87M in Q3 2018.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Ogorek Anthony Joseph's 13F filing for Q1 2026, filed 11 May 2026.