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PrairieView Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

PrairieView Partners’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
Q2 		$3.31M Buy
130,701
+4,703
+4% +$111K 0.32% 36
2025
Q1 		$2.95M Sell
125,998
-8,379
-6% -$214K 0.31% 41
2024
Q4 		$3.47M Sell
134,377
-14,897
-10% -$396K 0.36% 31
2024
Q3 		$3.84M Sell
149,274
-10,642
-7% -$264K 0.4% 37
2024
Q2 		$3.79M Sell
159,916
-9,236
-5% -$219K 0.43% 31
2024
Q1 		$4.17M Sell
169,152
-4,952
-3% -$116K 0.48% 28
2023
Q4 		$4.11M Buy
174,104
+1,376
+0.8% +$29K 0.51% 28
2023
Q3 		$3.58M Sell
172,728
-2,680
-2% -$58.8K 0.48% 27
2023
Q2 		$3.84M Sell
175,408
-8,406
-5% -$175K 0.5% 28
2023
Q1 		$3.85M Sell
183,814
-4,100
-2% -$88.1K 0.53% 29
2022
Q4 		$3.81M Buy
187,914
+9,246
+5% +$189K 0.56% 27
2022
Q3 		$3.38M Sell
178,668
-11,510
-6% -$241K 0.55% 31
2022
Q2 		$3.71M Sell
190,178
-630
-0.3% -$13.5K 0.58% 29
2022
Q1 		$4.52M Buy
190,808
+6,332
+3% +$149K 0.64% 29
2021
Q4 		$4.72M Sell
184,476
-800
-0.4% -$20.7K 0.66% 28
2021
Q3 		$4.64M Sell
185,276
-1,980
-1% -$50.3K 0.69% 29
2021
Q2 		$4.88M Sell
187,256
-6,388
-3% -$163K 0.73% 27
2021
Q1 		$4.83M Sell
193,644
-14,260
-7% -$351K 0.77% 26
2020
Q4 		$4.63M Sell
207,904
-8,496
-4% -$169K 0.81% 25
2020
Q3 		$3.7M Sell
216,400
-4,008
-2% -$69K 0.78% 24
2020
Q2 		$3.6M Sell
220,408
-22,904
-9% -$343K 0.8% 23
2020
Q1 		$3.13M Buy
243,312
+90,456
+59% +$1.54M 0.79% 22
2019
Q4 		$2.89M Sell
152,856
-22,504
-13% -$407K 0.62% 27
2019
Q3 		$3.06M Buy
175,360
+9,320
+6% +$165K 0.71% 27
2019
Q2 		$2.97M Buy
166,040
+1,304
+0.8% +$23.1K 0.74% 27
2019
Q1 		$2.88M Sell
164,736
-812
-0.5% -$13.9K 0.74% 26
2018
Q4 		$2.51M Buy
165,548
+3,028
+2% +$51.2K 0.71% 27
2018
Q3 		$3.1M Sell
162,520
-6,060
-4% -$116K 0.81% 25
2018
Q2 		$3.1M Sell
168,580
-504
-0.3% -$9.12K 0.8% 26
2018
Q1 		$2.92M Buy
169,084
+2,248
+1% +$39.6K 0.7% 24
2017
Q4 		$2.91M Buy
+166,836
New +$2.86M 0.82% 24

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
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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

PrairieView Partners's SCHA Position: Q2 2025 in Review

PrairieView Partners increased its Schwab U.S Small- Cap ETF (SCHA) stake by 3.7% in Q2 2025, buying an estimated $111K and bringing the position to 130,701 shares worth $3.31M. The position accounts for 0.32% of the portfolio, ranked #36.

PrairieView Partners first reported a position in SCHA in Q4 2017 and has held it in 31 quarters since. The position peaked at $4.88M in Q2 2021. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • PrairieView Partners held 130,701 shares of Schwab U.S Small- Cap ETF worth $3.31M as of Q2 2025.
  • PrairieView Partners bought 4,703 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $111K.
  • Schwab U.S Small- Cap ETF made up 0.32% of PrairieView Partners's portfolio in Q2 2025, its #36 holding.
  • PrairieView Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 31 quarters since.
  • PrairieView Partners's Schwab U.S Small- Cap ETF position peaked at $4.88M in Q2 2021.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.