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

Pineridge 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
2025
Q3 		$3.52K Hold
126
– – ﹤0.01% 314
2025
Q2 		$3.18K Buy
126
+1
+0.8% +$24 ﹤0.01% 365
2025
Q1 		$2.94K Sell
125
-280
-69% -$7.14K ﹤0.01% 376
2024
Q4 		$10.5K Buy
405
+1
+0.2% +$27 ﹤0.01% 296
2024
Q3 		$10.4K Sell
404
-96
-19% -$2.38K ﹤0.01% 278
2024
Q2 		$11.9K Hold
500
– – ﹤0.01% 266
2024
Q1 		$12.3K Hold
500
– – ﹤0.01% 274
2023
Q4 		$11.8K Buy
+500
New +$10.5K ﹤0.01% 352

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Pineridge Advisors's SCHA Position: Q3 2025 in Review

Pineridge Advisors held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2025 at 126 shares worth $3.52K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Pineridge Advisors first reported a position in SCHA in Q4 2023 and has held it in 8 quarters since. The position peaked at $12.3K in Q1 2024. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Pineridge Advisors held 126 shares of Schwab U.S Small- Cap ETF worth $3.52K as of Q3 2025.
  • Pineridge Advisors left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2025.
  • Schwab U.S Small- Cap ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #314 holding.
  • Pineridge Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Schwab U.S Small- Cap ETF position peaked at $12.3K in Q1 2024.
  • 1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.