Prepared Retirement Institute’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Prepared Retirement Institute’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	–	Sell	-12,897	Closed	-$326K	–	90
2025 Q2	$326K	Sell	12,897 -1,660	-11%	-$39.2K	0.19%	55
2025 Q1	$341K	Sell	14,557 -665	-4%	-$16.9K	0.22%	52
2024 Q4	$394K	Sell	15,222 -1,750	-10%	-$46.6K	0.22%	48
2024 Q3	$437K	Buy	16,972 +1,378	+9%	+$34.2K	0.26%	39
2024 Q2	$370K	Hold	15,594	–	–	0.25%	45
2024 Q1	$384K	Sell	15,594 -912	-6%	-$21.4K	0.29%	39
2023 Q4	$390K	Buy	+16,506	New	+$348K	0.29%	51

Other funds holding SCHA

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Prepared Retirement Institute's SCHA Position: Q3 2025 in Review

Prepared Retirement Institute sold out of Schwab U.S Small- Cap ETF (SCHA) in Q3 2025, closing a stake of 12,897 shares — an estimated $326K sold.

Prepared Retirement Institute first reported a position in SCHA in Q4 2023 and held it in 7 quarters. The position peaked at $437K in Q3 2024. 1,165 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

Prepared Retirement Institute reported no remaining Schwab U.S Small- Cap ETF position as of Q3 2025 after selling out during the quarter.
Prepared Retirement Institute sold 12,897 Schwab U.S Small- Cap ETF shares in Q3 2025, an estimated $326K.
Prepared Retirement Institute first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and held it in 7 quarters.
Prepared Retirement Institute's Schwab U.S Small- Cap ETF position peaked at $437K in Q3 2024.
1,165 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Prepared Retirement Institute's 13F filing for Q3 2025, filed 21 Oct 2025.