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Physician Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Physician Wealth Advisors’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 		$303K Buy
10,429
+148
+1% +$4.44K 0.04% 147
2025
Q4 		$293K Buy
10,281
+115
+1% +$3.25K 0.04% 142
2025
Q3 		$284K Sell
10,166
-3,351
-25% -$89.6K 0.04% 148
2025
Q2 		$342K Buy
13,517
+28
+0.2% +$662 0.05% 131
2025
Q1 		$316K Buy
13,489
+134
+1% +$3.42K 0.05% 130
2024
Q4 		$345K Sell
13,355
-13,277
-50% -$353K 0.06% 125
2024
Q3 		$346K Buy
26,632
+16,586
+165% +$412K 0.06% 122
2024
Q2 		$259K Sell
10,046
-6,664
-40% -$158K 0.05% 141
2024
Q1 		$382K Sell
16,710
-74
-0.4% -$1.73K 0.08% 106
2023
Q4 		$389K Buy
16,784
+2,626
+19% +$55.3K 0.09% 101
2023
Q3 		$288K Buy
14,158
+4
+0% +$88 0.07% 107
2023
Q2 		$312K Buy
14,154
+860
+6% +$17.9K 0.08% 106
2023
Q1 		$278K Buy
13,294
+26
+0.2% +$559 0.07% 117
2022
Q4 		$289K Sell
13,268
-7,250
-35% -$149K 0.08% 115
2022
Q3 		$412K Buy
20,518
+1,656
+9% +$34.6K 0.13% 85
2022
Q2 		$406K Sell
18,862
-151,794
-89% -$3.25M 0.12% 94
2022
Q1 		$3.84M Sell
170,656
-34,900
-17% -$824K 1.02% 23
2021
Q4 		$5.13M Buy
205,556
+14,676
+8% +$380K 1.34% 18
2021
Q3 		$4.93M Buy
190,880
+11,092
+6% +$282K 1.35% 20
2021
Q2 		$4.49M Buy
179,788
+20,668
+13% +$528K 1.29% 22
2021
Q1 		$4.04M Buy
159,120
+7,728
+5% +$190K 1.31% 20
2020
Q4 		$3.75M Buy
151,392
+123,644
+446% +$2.46M 1.28% 21
2020
Q3 		$493K Hold
27,748
– – 0.2% 68
2020
Q2 		$498K Sell
27,748
-1,180
-4% -$17.7K 0.2% 69
2020
Q1 		$391K Sell
28,928
-11,304
-28% -$192K 0.2% 66
2019
Q4 		$763K Buy
40,232
+232
+0.6% +$4.2K 0.34% 41
2019
Q3 		$739K Buy
+40,000
New +$706K 0.36% 41

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

Physician Wealth Advisors's SCHA Position: Q1 2026 in Review

Physician Wealth Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 1.4% in Q1 2026, buying an estimated $4.44K and bringing the position to 10,429 shares worth $303K. The position accounts for 0.04% of the portfolio, ranked #147.

Physician Wealth Advisors first reported a position in SCHA in Q3 2019 and has held it in 27 quarters since. The position peaked at $5.13M in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Physician Wealth Advisors held 10,429 shares of Schwab U.S Small- Cap ETF worth $303K as of Q1 2026.
  • Physician Wealth Advisors bought 148 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.44K.
  • Schwab U.S Small- Cap ETF made up 0.04% of Physician Wealth Advisors's portfolio in Q1 2026, its #147 holding.
  • Physician Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q3 2019 and has held it in 27 quarters since.
  • Physician Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $5.13M in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.