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

Passive 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 		$1.44M Buy
49,554
+582
+1% +$17.4K 0.43% 32
2025
Q4 		$1.39M Buy
48,972
+2,378
+5% +$67.2K 0.44% 32
2025
Q3 		$1.3M Sell
46,594
-6,707
-13% -$179K 0.42% 32
2025
Q2 		$1.36M Sell
53,301
-218
-0.4% -$5.15K 0.42% 31
2025
Q1 		$1.25M Sell
53,519
-82
-0.2% -$2.09K 0.4% 32
2024
Q4 		$1.39M Sell
53,601
-181
-0.3% -$4.82K 0.49% 28
2024
Q3 		$1.38M Buy
53,782
+474
+0.9% +$11.8K 0.48% 25
2024
Q2 		$1.26M Sell
53,308
-52
-0.1% -$1.23K 0.47% 26
2024
Q1 		$1.31M Buy
53,360
+1,152
+2% +$27K 0.51% 26
2023
Q4 		$1.23M Buy
52,208
+518
+1% +$10.9K 0.5% 26
2023
Q3 		$1.07M Sell
51,690
-332
-0.6% -$7.29K 0.48% 26
2023
Q2 		$1.14M Buy
52,022
+542
+1% +$11.3K 0.48% 26
2023
Q1 		$1.08M Sell
51,480
-1,992
-4% -$42.8K 0.47% 26
2022
Q4 		$1.08M Buy
53,472
+744
+1% +$15.2K 0.49% 26
2022
Q3 		$997K Buy
52,728
+2,016
+4% +$42.2K 0.53% 26
2022
Q2 		$989K Buy
50,712
+240
+0.5% +$5.13K 0.5% 23
2022
Q1 		$1.2M Buy
50,472
+940
+2% +$22.2K 0.64% 21
2021
Q4 		$1.27M Buy
+49,532
New +$1.28M 0.72% 18

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

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

Passive Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, buying an estimated $17.4K and bringing the position to 49,554 shares worth $1.44M. The position accounts for 0.43% of the portfolio, ranked #32.

Passive Capital Management first reported a position in SCHA in Q4 2021 and has held it in 18 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Passive Capital Management held 49,554 shares of Schwab U.S Small- Cap ETF worth $1.44M as of Q1 2026.
  • Passive Capital Management bought 582 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $17.4K.
  • Schwab U.S Small- Cap ETF made up 0.43% of Passive Capital Management's portfolio in Q1 2026, its #32 holding.
  • Passive Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Passive Capital Management's 13F filing for Q1 2026, filed 14 May 2026.