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Parsons Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Parsons Capital 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 		$979K Sell
33,661
-2,927
-8% -$87.7K 0.04% 274
2025
Q4 		$1.04M Buy
36,588
+854
+2% +$24.1K 0.06% 243
2025
Q3 		$997K Buy
35,734
+1,640
+5% +$43.9K 0.06% 249
2025
Q2 		$863K Sell
34,094
-1,407
-4% -$33.3K 0.05% 260
2025
Q1 		$832K Buy
35,501
+5,116
+17% +$130K 0.05% 270
2024
Q4 		$786K Buy
30,385
+741
+2% +$19.7K 0.04% 269
2024
Q3 		$763K Buy
29,644
+8,194
+38% +$203K 0.05% 271
2024
Q2 		$509K Sell
21,450
-2,862
-12% -$67.8K 0.03% 313
2024
Q1 		$599K Sell
24,312
-30
-0.1% -$703 0.04% 297
2023
Q4 		$575K Buy
24,342
+330
+1% +$6.96K 0.04% 291
2023
Q3 		$497K Sell
24,012
-150
-0.6% -$3.29K 0.04% 292
2023
Q2 		$529K Buy
24,162
+480
+2% +$10K 0.04% 289
2023
Q1 		$496K Buy
23,682
+1,150
+5% +$24.7K 0.04% 298
2022
Q4 		$456K Sell
22,532
-470
-2% -$9.63K 0.04% 294
2022
Q3 		$435K Buy
23,002
+936
+4% +$19.6K 0.04% 294
2022
Q2 		$430K Buy
22,066
+1,330
+6% +$28.4K 0.04% 302
2022
Q1 		$491K Buy
20,736
+2,772
+15% +$65.4K 0.04% 309
2021
Q4 		$460K Sell
17,964
-120
-0.7% -$3.1K 0.03% 325
2021
Q3 		$453K Buy
18,084
+248
+1% +$6.3K 0.04% 310
2021
Q2 		$465K Buy
17,836
+48
+0.3% +$1.23K 0.04% 301
2021
Q1 		$443K Sell
17,788
-156
-0.9% -$3.84K 0.04% 292
2020
Q4 		$399K Sell
17,944
-60
-0.3% -$1.2K 0.03% 286
2020
Q3 		$308K Hold
18,004
– – 0.03% 294
2020
Q2 		$294K Sell
18,004
-5,592
-24% -$83.7K 0.03% 284
2020
Q1 		$304K Buy
23,596
+628
+3% +$10.7K 0.04% 263
2019
Q4 		$434K Hold
22,968
– – 0.04% 257
2019
Q3 		$400K Hold
22,968
– – 0.04% 259
2019
Q2 		$410K Buy
22,968
+740
+3% +$13.1K 0.04% 260
2019
Q1 		$389K Buy
22,228
+908
+4% +$15.5K 0.04% 258
2018
Q4 		$323K Sell
21,320
-2,620
-11% -$44.3K 0.04% 271
2018
Q3 		$456K Buy
23,940
+760
+3% +$14.5K 0.05% 261
2018
Q2 		$426K Buy
23,180
+700
+3% +$12.7K 0.05% 267
2018
Q1 		$389K Buy
22,480
+1,140
+5% +$20.1K 0.05% 275
2017
Q4 		$372K Buy
21,340
+500
+2% +$8.56K 0.04% 285
2017
Q3 		$351K Buy
20,840
+376
+2% +$6.04K 0.04% 277
2017
Q2 		$327K Sell
20,464
-8,880
-30% -$140K 0.04% 283
2017
Q1 		$462K Buy
+29,344
New +$460K 0.06% 246
2015
Q2 		– Sell
-12,024
Closed -$173K – 492
2015
Q1 		$173K Buy
+12,024
New +$168K 0.02% 328

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

Parsons Capital Management's SCHA Position: Q1 2026 in Review

Parsons Capital Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 8% in Q1 2026, selling an estimated $87.7K and leaving 33,661 shares worth $979K. The position accounts for 0.04% of the portfolio, ranked #274.

Parsons Capital Management first reported a position in SCHA in Q1 2015 and has held it in 38 quarters since. The position peaked at $1.04M in Q4 2025. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Parsons Capital Management held 33,661 shares of Schwab U.S Small- Cap ETF worth $979K as of Q1 2026.
  • Parsons Capital Management sold 2,927 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $87.7K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Parsons Capital Management's portfolio in Q1 2026, its #274 holding.
  • Parsons Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q1 2015 and has held it in 38 quarters since.
  • Parsons Capital Management's Schwab U.S Small- Cap ETF position peaked at $1.04M in Q4 2025.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.