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ORG Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

ORG Partners’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
2025
Q4 		$24.8K Hold
870
– – ﹤0.01% 750
2025
Q3 		$24.3K Hold
870
– – ﹤0.01% 753
2025
Q2 		$22.2K Hold
870
– – ﹤0.01% 728
2025
Q1 		$20.4K Hold
870
– – 0.01% 681
2024
Q4 		$22.5K Sell
870
-14
-2% -$373 ﹤0.01% 717
2024
Q3 		$22.8K Hold
884
– – ﹤0.01% 651
2024
Q2 		$20.8K Buy
+884
New +$21K ﹤0.01% 1056
2024
Q1 		– Sell
-136
Closed -$3.22K – 977
2023
Q4 		$3.22K Buy
+136
New +$2.87K ﹤0.01% 904
2023
Q3 		– Sell
-40
Closed -$883 – 1564
2023
Q2 		$883 Buy
+40
New +$834 ﹤0.01% 1248

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

ORG Partners's SCHA Position: Q4 2025 in Review

ORG Partners held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q4 2025 at 870 shares worth $24.8K. The position accounts for ﹤0.01% of the portfolio, ranked #750.

ORG Partners first reported a position in SCHA in Q2 2023 and has held it in 9 quarters since. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • ORG Partners held 870 shares of Schwab U.S Small- Cap ETF worth $24.8K as of Q4 2025.
  • ORG Partners left its Schwab U.S Small- Cap ETF share count unchanged in Q4 2025.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #750 holding.
  • ORG Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2023 and has held it in 9 quarters since.
  • 1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.