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Painted Porch Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Painted Porch Advisors’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 		– Sell
-2,516
Closed -$70.2K – 351
2025
Q3 		$70.2K Hold
2,516
– – 0.03% 134
2025
Q2 		$63.7K Hold
2,516
– – 0.03% 129
2025
Q1 		$59K Hold
2,516
– – 0.02% 136
2024
Q4 		$65.1K Hold
2,516
– – 0.03% 137
2024
Q3 		$64.8K Sell
2,516
-36
-1% -$894 0.03% 134
2024
Q2 		$60.5K Buy
+2,552
New +$60.5K 0.03% 125

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 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 $786B AUM 40.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Painted Porch Advisors's SCHA Position: Q4 2025 in Review

Painted Porch Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 2,516 shares — an estimated $70.2K sold.

Painted Porch Advisors first reported a position in SCHA in Q2 2024 and held it in 6 quarters. The position peaked at $70.2K in Q3 2025. 1,244 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Painted Porch Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 2,516 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $70.2K.
  • Painted Porch Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and held it in 6 quarters.
  • Painted Porch Advisors's Schwab U.S Small- Cap ETF position peaked at $70.2K in Q3 2025.
  • 1,244 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.