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

&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
2026
Q1 		$1.41M Buy
48,438
+3,196
+7% +$95.8K 0.01% 1105
2025
Q4 		$1.29M Buy
45,242
+2,805
+7% +$79.2K 0.01% 1083
2025
Q3 		$1.18M Buy
42,437
+19,468
+85% +$521K 0.01% 1007
2025
Q2 		$581K Sell
22,969
-4,671
-17% -$110K ﹤0.01% 1278
2025
Q1 		$640K Buy
27,640
+1,234
+5% +$31.5K 0.01% 1021
2024
Q4 		$693K Buy
26,406
+2,934
+13% +$78.1K 0.01% 921
2024
Q3 		$600K Buy
23,472
+7,076
+43% +$176K 0.01% 779
2024
Q2 		$389K Buy
+16,396
New +$389K 0.02% 627

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

&Partners's SCHA Position: Q1 2026 in Review

&Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 7.1% in Q1 2026, buying an estimated $95.8K and bringing the position to 48,438 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #1105.

&Partners first reported a position in SCHA in Q2 2024 and has held it in 8 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • &Partners held 48,438 shares of Schwab U.S Small- Cap ETF worth $1.41M as of Q1 2026.
  • &Partners bought 3,196 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $95.8K.
  • Schwab U.S Small- Cap ETF made up 0.01% of &Partners's portfolio in Q1 2026, its #1105 holding.
  • &Partners first reported a position in Schwab U.S Small- Cap ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.