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Pinney & Scofield’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pinney & Scofield’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 		$56.2K Buy
1,933
+1
+0.1% +$30 0.03% 104
2025
Q4 		$55K Buy
1,932
+4
+0.2% +$113 0.03% 103
2025
Q3 		$53.8K Buy
1,928
+3
+0.2% +$80 0.03% 98
2025
Q2 		$48.7K Buy
1,925
+3
+0.2% +$71 0.03% 101
2025
Q1 		$45K Buy
1,922
+2
+0.1% +$51 0.03% 104
2024
Q4 		$49.7K Buy
+1,920
New +$51.1K 0.04% 99

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

Pinney & Scofield's SCHA Position: Q1 2026 in Review

Pinney & Scofield increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.05% in Q1 2026, buying an estimated $30 and bringing the position to 1,933 shares worth $56.2K. The position accounts for 0.03% of the portfolio, ranked #104.

Pinney & Scofield first reported a position in SCHA in Q4 2024 and has held it in 6 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Pinney & Scofield held 1,933 shares of Schwab U.S Small- Cap ETF worth $56.2K as of Q1 2026.
  • Pinney & Scofield bought 1 Schwab U.S Small- Cap ETF share in Q1 2026, an estimated $30.
  • Schwab U.S Small- Cap ETF made up 0.03% of Pinney & Scofield's portfolio in Q1 2026, its #104 holding.
  • Pinney & Scofield first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.