PAI
SCHA icon

Pittenger & Anderson Inc’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pittenger & Anderson Inc’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 		$3.3M Sell
113,560
-4,834
-4% -$145K 0.13% 131
2025
Q4 		$3.37M Sell
118,394
-23,249
-16% -$657K 0.13% 134
2025
Q3 		$3.95M Sell
141,643
-3,017
-2% -$80.7K 0.14% 125
2025
Q2 		$3.66M Sell
144,660
-1,485
-1% -$35.1K 0.13% 124
2025
Q1 		$3.42M Buy
146,145
+169
+0.1% +$4.31K 0.13% 126
2024
Q4 		$3.77M Sell
145,976
-1,282
-0.9% -$34.1K 0.14% 122
2024
Q3 		$3.79M Sell
147,258
-15,154
-9% -$376K 0.14% 121
2024
Q2 		$3.85M Sell
162,412
-23,542
-13% -$558K 0.16% 113
2024
Q1 		$4.58M Buy
185,954
+2,024
+1% +$47.4K 0.19% 104
2023
Q4 		$4.34M Buy
183,930
+7,246
+4% +$153K 0.19% 103
2023
Q3 		$3.66M Buy
176,684
+6,840
+4% +$150K 0.18% 109
2023
Q2 		$3.72M Buy
169,844
+3,552
+2% +$74K 0.18% 111
2023
Q1 		$3.49M Sell
166,292
-9,424
-5% -$203K 0.18% 116
2022
Q4 		$3.56M Buy
175,716
+4,044
+2% +$82.9K 0.2% 113
2022
Q3 		$3.25M Buy
171,672
+1,828
+1% +$38.2K 0.19% 113
2022
Q2 		$3.31M Sell
169,844
-3,732
-2% -$79.8K 0.19% 113
2022
Q1 		$4.11M Buy
173,576
+16,660
+11% +$393K 0.2% 109
2021
Q4 		$4.02M Buy
156,916
+12,452
+9% +$322K 0.19% 110
2021
Q3 		$3.62M Buy
144,464
+4,852
+3% +$123K 0.18% 112
2021
Q2 		$3.64M Buy
139,612
+2,004
+1% +$51.2K 0.19% 108
2021
Q1 		$3.43M Buy
137,608
+2,100
+2% +$51.6K 0.18% 110
2020
Q4 		$3.02M Buy
135,508
+30,480
+29% +$607K 0.17% 120
2020
Q3 		$1.79M Buy
105,028
+5,428
+5% +$93.4K 0.11% 144
2020
Q2 		$1.63M Sell
99,600
-4,924
-5% -$73.7K 0.11% 142
2020
Q1 		$1.35M Buy
104,524
+35,036
+50% +$595K 0.11% 141
2019
Q4 		$1.31M Buy
69,488
+11,048
+19% +$200K 0.09% 161
2019
Q3 		$1.02M Sell
58,440
-9,852
-14% -$174K 0.07% 167
2019
Q2 		$1.22M Buy
68,292
+14,288
+26% +$253K 0.09% 159
2019
Q1 		$944K Buy
54,004
+12,924
+31% +$221K 0.07% 166
2018
Q4 		$623K Buy
41,080
+26,748
+187% +$452K 0.06% 175
2018
Q3 		$273K Buy
14,332
+8,400
+142% +$160K 0.02% 208
2018
Q2 		$109K Buy
5,932
+1,352
+30% +$24.5K 0.01% 235
2018
Q1 		$79K Hold
4,580
– – 0.01% 249
2017
Q4 		$80K Hold
4,580
– – 0.01% 250
2017
Q3 		$77K Buy
4,580
+300
+7% +$4.82K 0.01% 248
2017
Q2 		$68K Hold
4,280
– – 0.01% 255
2017
Q1 		$67K Buy
4,280
+1,360
+47% +$21.3K 0.01% 248
2016
Q4 		$45K Buy
2,920
+320
+12% +$4.71K ﹤0.01% 274
2016
Q3 		$37K Hold
2,600
– – ﹤0.01% 280
2016
Q2 		$35K Hold
2,600
– – ﹤0.01% 285
2016
Q1 		$34K Buy
2,600
+880
+51% +$10.7K ﹤0.01% 310
2015
Q4 		$22K Buy
1,720
+120
+8% +$1.6K ﹤0.01% 344
2015
Q3 		$20K Hold
1,600
– – ﹤0.01% 364
2015
Q2 		$23K Sell
1,600
-44
-3% -$638 ﹤0.01% 352
2015
Q1 		$24K Sell
1,644
-212
-11% -$2.96K ﹤0.01% 346
2014
Q4 		$26K Buy
1,856
+1,056
+132% +$14K ﹤0.01% 343
2014
Q3 		$10K Hold
800
– – ﹤0.01% 347
2014
Q2 		$11K Buy
+800
New +$10.5K ﹤0.01% 356

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

Pittenger & Anderson Inc's SCHA Position: Q1 2026 in Review

Pittenger & Anderson Inc reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 4.1% in Q1 2026, selling an estimated $145K and leaving 113,560 shares worth $3.3M. The position accounts for 0.13% of the portfolio, ranked #131.

Pittenger & Anderson Inc first reported a position in SCHA in Q2 2014 and has held it in 48 quarters since. The position peaked at $4.58M in Q1 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Pittenger & Anderson Inc held 113,560 shares of Schwab U.S Small- Cap ETF worth $3.3M as of Q1 2026.
  • Pittenger & Anderson Inc sold 4,834 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $145K.
  • Schwab U.S Small- Cap ETF made up 0.13% of Pittenger & Anderson Inc's portfolio in Q1 2026, its #131 holding.
  • Pittenger & Anderson Inc first reported a position in Schwab U.S Small- Cap ETF in Q2 2014 and has held it in 48 quarters since.
  • Pittenger & Anderson Inc's Schwab U.S Small- Cap ETF position peaked at $4.58M in Q1 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Pittenger & Anderson Inc's 13F filing for Q1 2026, filed 1 May 2026.