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Planning Directions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Planning Directions’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 		$387K Buy
13,305
+12
+0.1% +$360 0.2% 63
2025
Q4 		$379K Sell
13,293
-602
-4% -$17K 0.19% 56
2025
Q3 		$388K Buy
13,895
+30
+0.2% +$802 0.2% 56
2025
Q2 		$351K Sell
13,865
-6,462
-32% -$153K 0.2% 56
2025
Q1 		$476K Buy
20,327
+36
+0.2% +$918 0.2% 65
2024
Q4 		$525K Buy
20,291
+97
+0.5% +$2.58K 0.3% 39
2024
Q3 		$520K Buy
20,194
+874
+5% +$21.7K 0.31% 42
2024
Q2 		$458K Buy
19,320
+1,048
+6% +$24.8K 0.31% 43
2024
Q1 		$450K Buy
18,272
+30
+0.2% +$703 0.31% 43
2023
Q4 		$431K Buy
18,242
+72
+0.4% +$1.52K 0.31% 43
2023
Q3 		$376K Buy
18,170
+52
+0.3% +$1.14K 0.29% 41
2023
Q2 		$397K Buy
18,118
+46
+0.3% +$959 0.29% 42
2023
Q1 		$379K Buy
18,072
+48
+0.3% +$1.03K 0.28% 43
2022
Q4 		$365K Buy
18,024
+66
+0.4% +$1.35K 0.28% 45
2022
Q3 		$339K Buy
17,958
+46
+0.3% +$962 0.27% 44
2022
Q2 		$349K Sell
17,912
-2,140
-11% -$45.7K 0.27% 42
2022
Q1 		$475K Sell
20,052
-3,740
-16% -$88.3K 0.33% 42
2021
Q4 		$609K Buy
23,792
+312
+1% +$8.07K 0.41% 38
2021
Q3 		$588K Buy
23,480
+1,268
+6% +$32.2K 0.43% 36
2021
Q2 		$579K Sell
22,212
-924
-4% -$23.6K 0.42% 35
2021
Q1 		$577K Buy
23,136
+40
+0.2% +$984 0.45% 33
2020
Q4 		$514K Sell
23,096
-4,616
-17% -$91.9K 0.42% 37
2020
Q3 		$473K Sell
27,712
-5,516
-17% -$95K 0.42% 35
2020
Q2 		$543K Buy
+33,228
New +$498K 0.51% 33

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

Planning Directions's SCHA Position: Q1 2026 in Review

Planning Directions increased its Schwab U.S Small- Cap ETF (SCHA) stake by 0.09% in Q1 2026, buying an estimated $360 and bringing the position to 13,305 shares worth $387K. The position accounts for 0.2% of the portfolio, ranked #63.

Planning Directions first reported a position in SCHA in Q2 2020 and has held it in 24 quarters since. The position peaked at $609K in Q4 2021. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Planning Directions held 13,305 shares of Schwab U.S Small- Cap ETF worth $387K as of Q1 2026.
  • Planning Directions bought 12 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $360.
  • Schwab U.S Small- Cap ETF made up 0.2% of Planning Directions's portfolio in Q1 2026, its #63 holding.
  • Planning Directions first reported a position in Schwab U.S Small- Cap ETF in Q2 2020 and has held it in 24 quarters since.
  • Planning Directions's Schwab U.S Small- Cap ETF position peaked at $609K in Q4 2021.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.