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Patrick M. Sweeney & Associates’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Patrick M. Sweeney & Associates’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 		$453K Buy
15,591
+326
+2% +$9.77K 0.29% 85
2025
Q4 		$435K Buy
15,265
+1,162
+8% +$32.8K 0.27% 86
2025
Q3 		$393K Buy
14,103
+996
+8% +$26.6K 0.25% 93
2025
Q2 		$342K Sell
13,107
-553
-4% -$13.1K 0.24% 105
2025
Q1 		$320K Buy
13,660
+1
+0% +$25 0.24% 103
2024
Q4 		$353K Buy
13,659
+1,003
+8% +$26.7K 0.26% 98
2024
Q3 		$326K Buy
12,656
+2,750
+28% +$68.3K 0.24% 107
2024
Q2 		$235K Buy
9,906
+630
+7% +$14.9K 0.19% 124
2024
Q1 		$228K Buy
9,276
+802
+9% +$18.8K 0.19% 124
2023
Q4 		$200K Buy
+8,474
New +$179K 0.18% 127

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

Patrick M. Sweeney & Associates's SCHA Position: Q1 2026 in Review

Patrick M. Sweeney & Associates increased its Schwab U.S Small- Cap ETF (SCHA) stake by 2.1% in Q1 2026, buying an estimated $9.77K and bringing the position to 15,591 shares worth $453K. The position accounts for 0.29% of the portfolio, ranked #85.

Patrick M. Sweeney & Associates first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Patrick M. Sweeney & Associates held 15,591 shares of Schwab U.S Small- Cap ETF worth $453K as of Q1 2026.
  • Patrick M. Sweeney & Associates bought 326 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $9.77K.
  • Schwab U.S Small- Cap ETF made up 0.29% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #85 holding.
  • Patrick M. Sweeney & Associates first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.