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

Per Stirling 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 		$1.93M Buy
66,206
+787
+1% +$23.6K 0.21% 91
2025
Q4 		$1.86M Buy
65,419
+581
+0.9% +$16.4K 0.21% 85
2025
Q3 		$1.81M Buy
64,838
+3,753
+6% +$100K 0.22% 84
2025
Q2 		$1.55M Buy
61,085
+6,708
+12% +$159K 0.2% 85
2025
Q1 		$1.27M Buy
54,377
+674
+1% +$17.2K 0.18% 97
2024
Q4 		$1.39M Sell
53,703
-949
-2% -$25.3K 0.2% 88
2024
Q3 		$1.41M Sell
54,652
-344
-0.6% -$8.54K 0.2% 87
2024
Q2 		$1.3M Buy
54,996
+2,296
+4% +$54.4K 0.21% 80
2024
Q1 		$1.3M Sell
52,700
-572
-1% -$13.4K 0.22% 69
2023
Q4 		$1.26M Buy
53,272
+1,378
+3% +$29K 0.23% 68
2023
Q3 		$1.07M Buy
51,894
+332
+0.6% +$7.29K 0.22% 73
2023
Q2 		$1.13M Buy
51,562
+1,620
+3% +$33.8K 0.23% 72
2023
Q1 		$1.05M Sell
49,942
-520
-1% -$11.2K 0.23% 66
2022
Q4 		$1.02M Buy
+50,462
New +$1.03M 0.19% 74

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

Per Stirling Capital Management's SCHA Position: Q1 2026 in Review

Per Stirling Capital Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.2% in Q1 2026, buying an estimated $23.6K and bringing the position to 66,206 shares worth $1.93M. The position accounts for 0.21% of the portfolio, ranked #91.

Per Stirling Capital Management first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Per Stirling Capital Management held 66,206 shares of Schwab U.S Small- Cap ETF worth $1.93M as of Q1 2026.
  • Per Stirling Capital Management bought 787 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $23.6K.
  • Schwab U.S Small- Cap ETF made up 0.21% of Per Stirling Capital Management's portfolio in Q1 2026, its #91 holding.
  • Per Stirling Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Per Stirling Capital Management's 13F filing for Q1 2026, filed 12 May 2026.