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Pettyjohn Wood & White’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pettyjohn Wood & White’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 		$1.62M Sell
55,708
-500
-0.9% -$15K 0.26% 75
2025
Q4 		$1.6M Sell
56,208
-500
-0.9% -$14.1K 0.25% 74
2025
Q3 		$1.58M Sell
56,708
-900
-2% -$24.1K 0.26% 76
2025
Q2 		$1.46M Sell
57,608
-500
-0.9% -$11.8K 0.26% 80
2025
Q1 		$1.36M Sell
58,108
-800
-1% -$20.4K 0.26% 78
2024
Q4 		$1.52M Buy
58,908
+3,300
+6% +$87.8K 0.28% 75
2024
Q3 		$1.43M Hold
55,608
– – 0.26% 77
2024
Q2 		$1.32M Sell
55,608
-400
-0.7% -$9.48K 0.26% 75
2024
Q1 		$1.38M Buy
56,008
+3,316
+6% +$77.7K 0.27% 72
2023
Q4 		$1.24M Buy
52,692
+2,200
+4% +$46.4K 0.27% 74
2023
Q3 		$1.05M Buy
50,492
+800
+2% +$17.6K 0.25% 74
2023
Q2 		$1.09M Buy
49,692
+100
+0.2% +$2.08K 0.25% 72
2023
Q1 		$1.04M Buy
49,592
+1,580
+3% +$34K 0.25% 74
2022
Q4 		$972K Buy
48,012
+200
+0.4% +$4.1K 0.24% 75
2022
Q3 		$904K Buy
47,812
+40
+0.1% +$837 0.24% 75
2022
Q2 		$931K Sell
47,772
-400
-0.8% -$8.55K 0.22% 78
2022
Q1 		$1.14M Buy
48,172
+400
+0.8% +$9.44K 0.24% 76
2021
Q4 		$1.22M Buy
47,772
+2,580
+6% +$66.8K 0.25% 74
2021
Q3 		$1.13M Buy
45,192
+4,400
+11% +$112K 0.25% 76
2021
Q2 		$1.06M Buy
40,792
+760
+2% +$19.4K 0.24% 77
2021
Q1 		$997K Buy
40,032
+3,540
+10% +$87.1K 0.24% 75
2020
Q4 		$812K Buy
36,492
+22,752
+166% +$453K 0.21% 83
2020
Q3 		$235K Buy
+13,740
New +$237K 0.07% 130
2019
Q2 		– Sell
-19,316
Closed -$338K – 150
2019
Q1 		$338K Buy
19,316
+560
+3% +$9.58K 0.11% 114
2018
Q4 		$285K Hold
18,756
– – 0.1% 117
2018
Q3 		$357K Buy
18,756
+460
+3% +$8.77K 0.12% 113
2018
Q2 		$337K Buy
18,296
+720
+4% +$13K 0.12% 117
2018
Q1 		$304K Buy
+17,576
New +$310K 0.11% 117

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

Pettyjohn Wood & White's SCHA Position: Q1 2026 in Review

Pettyjohn Wood & White reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.89% in Q1 2026, selling an estimated $15K and leaving 55,708 shares worth $1.62M. The position accounts for 0.26% of the portfolio, ranked #75.

Pettyjohn Wood & White first reported a position in SCHA in Q1 2018 and has held it in 28 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Pettyjohn Wood & White held 55,708 shares of Schwab U.S Small- Cap ETF worth $1.62M as of Q1 2026.
  • Pettyjohn Wood & White sold 500 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $15K.
  • Schwab U.S Small- Cap ETF made up 0.26% of Pettyjohn Wood & White's portfolio in Q1 2026, its #75 holding.
  • Pettyjohn Wood & White first reported a position in Schwab U.S Small- Cap ETF in Q1 2018 and has held it in 28 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

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