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

Parallel 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
2026
Q1 		$1.1M Buy
37,944
+196
+0.5% +$5.88K 0.02% 445
2025
Q4 		$1.08M Sell
37,748
-11,854
-24% -$335K 0.02% 421
2025
Q3 		$1.38M Buy
49,602
+524
+1% +$14K 0.03% 356
2025
Q2 		$1.24M Buy
49,078
+843
+2% +$19.9K 0.02% 362
2025
Q1 		$1.13M Sell
48,235
-3,826
-7% -$97.5K 0.03% 371
2024
Q4 		$1.35M Buy
52,061
+953
+2% +$25.4K 0.03% 324
2024
Q3 		$1.32M Buy
51,108
+1,740
+4% +$43.2K 0.03% 326
2024
Q2 		$1.17M Sell
49,368
-3,382
-6% -$80.2K 0.03% 331
2024
Q1 		$1.3M Buy
52,750
+160
+0.3% +$3.75K 0.04% 302
2023
Q4 		$1.24M Buy
52,590
+2,032
+4% +$42.8K 0.04% 296
2023
Q3 		$1.05M Sell
50,558
-9,302
-16% -$204K 0.03% 306
2023
Q2 		$1.31M Sell
59,860
-1,336
-2% -$27.8K 0.04% 280
2023
Q1 		$1.28M Buy
61,196
+4,260
+7% +$91.6K 0.04% 269
2022
Q4 		$1.15M Sell
56,936
-2,928
-5% -$60K 0.05% 235
2022
Q3 		$1.13M Sell
59,864
-10,342
-15% -$216K 0.05% 217
2022
Q2 		$1.37M Sell
70,206
-20,320
-22% -$434K 0.06% 192
2022
Q1 		$2.17M Buy
90,526
+12,402
+16% +$293K 0.09% 157
2021
Q4 		$2M Buy
78,124
+10,688
+16% +$277K 0.07% 174
2021
Q3 		$1.69M Sell
67,436
-7,356
-10% -$187K 0.07% 183
2021
Q2 		$1.95M Buy
74,792
+976
+1% +$25K 0.08% 166
2021
Q1 		$1.84M Buy
73,816
+10,984
+17% +$270K 0.09% 165
2020
Q4 		$1.4M Buy
62,832
+108
+0.2% +$2.15K 0.08% 173
2020
Q3 		$1.07M Hold
62,724
– – 0.07% 180
2020
Q2 		$1.02M Sell
62,724
-23,152
-27% -$347K 0.07% 176
2020
Q1 		$1.11M Sell
85,876
-80,796
-48% -$1.37M 0.09% 147
2019
Q4 		$3.15M Sell
166,672
-3,652
-2% -$66.1K 0.24% 76
2019
Q3 		$2.97M Buy
170,324
+20,100
+13% +$355K 0.25% 70
2019
Q2 		$2.69M Buy
150,224
+17,832
+13% +$315K 0.26% 63
2019
Q1 		$2.31M Buy
132,392
+2,608
+2% +$44.6K 0.26% 73
2018
Q4 		$1.97M Buy
129,784
+132
+0.1% +$2.23K 0.27% 66
2018
Q3 		$2.47M Buy
129,652
+3,036
+2% +$57.9K 0.31% 59
2018
Q2 		$2.33M Buy
126,616
+3,008
+2% +$54.4K 0.33% 55
2018
Q1 		$2.14M Buy
123,608
+1,940
+2% +$34.2K 0.33% 56
2017
Q4 		$2.12M Buy
121,668
+944
+0.8% +$16.2K 0.35% 55
2017
Q3 		$2.02M Buy
120,724
+7,572
+7% +$122K 0.35% 53
2017
Q2 		$1.83M Buy
113,152
+15,164
+15% +$240K 0.34% 57
2017
Q1 		$1.55M Buy
97,988
+6,628
+7% +$104K 0.31% 68
2016
Q4 		$1.4M Buy
+91,360
New +$1.34M 0.33% 61

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

Parallel Advisors's SCHA Position: Q1 2026 in Review

Parallel Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.52% in Q1 2026, buying an estimated $5.88K and bringing the position to 37,944 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #445.

Parallel Advisors first reported a position in SCHA in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.15M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Parallel Advisors held 37,944 shares of Schwab U.S Small- Cap ETF worth $1.1M as of Q1 2026.
  • Parallel Advisors bought 196 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $5.88K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Parallel Advisors's portfolio in Q1 2026, its #445 holding.
  • Parallel Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2016 and has held it in 38 quarters since.
  • Parallel Advisors's Schwab U.S Small- Cap ETF position peaked at $3.15M in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.