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

Principle Wealth 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
2026
Q1 		$450K Hold
15,477
– – 0.03% 256
2025
Q4 		$441K Hold
15,477
– – 0.02% 258
2025
Q3 		$432K Hold
15,477
– – 0.03% 254
2025
Q2 		$392K Hold
15,477
– – 0.02% 263
2025
Q1 		$363K Hold
15,477
– – 0.03% 256
2024
Q4 		$400K Buy
15,477
+335
+2% +$8.91K 0.03% 248
2024
Q3 		$390K Hold
15,142
– – 0.03% 253
2024
Q2 		$359K Hold
15,142
– – 0.03% 254
2024
Q1 		$373K Hold
15,142
– – 0.03% 254
2023
Q4 		$358K Hold
15,142
– – 0.03% 251
2023
Q3 		$314K Buy
15,142
+2
+0% +$44 0.03% 256
2023
Q2 		$332K Sell
15,140
-2
-0% -$42 0.03% 249
2023
Q1 		$317K Sell
15,142
-14,000
-48% -$301K 0.03% 249
2022
Q4 		$590K Sell
29,142
-576
-2% -$11.8K 0.07% 172
2022
Q3 		$562 Buy
29,718
+576
+2% +$12K 0.05% 169
2022
Q2 		$568K Buy
+29,142
New +$623K 0.07% 183
2020
Q1 		– Sell
-177,344
Closed -$3.35M – 160
2019
Q4 		$3.35M Buy
177,344
+3,228
+2% +$58.4K 1.07% 22
2019
Q3 		$3.04M Buy
174,116
+9,648
+6% +$170K 1.05% 23
2019
Q2 		$2.94M Buy
164,468
+12,788
+8% +$226K 1.51% 14
2019
Q1 		$2.65M Sell
151,680
-16,120
-10% -$276K 1.52% 16
2018
Q4 		$2.55M Buy
+167,800
New +$2.84M 2.14% 12

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

Principle Wealth Partners's SCHA Position: Q1 2026 in Review

Principle Wealth Partners held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 15,477 shares worth $450K. The position accounts for 0.03% of the portfolio, ranked #256.

Principle Wealth Partners first reported a position in SCHA in Q4 2018 and has held it in 21 quarters since. The position peaked at $3.35M in Q4 2019. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Principle Wealth Partners held 15,477 shares of Schwab U.S Small- Cap ETF worth $450K as of Q1 2026.
  • Principle Wealth Partners left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
  • Schwab U.S Small- Cap ETF made up 0.03% of Principle Wealth Partners's portfolio in Q1 2026, its #256 holding.
  • Principle Wealth Partners first reported a position in Schwab U.S Small- Cap ETF in Q4 2018 and has held it in 21 quarters since.
  • Principle Wealth Partners's Schwab U.S Small- Cap ETF position peaked at $3.35M in Q4 2019.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.