Pring Turner Capital Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Pring Turner Capital Group’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	$267K	Hold	9,362	–	–	0.16%	59
2025 Q4	$267K	Hold	9,362	–	–	0.17%	57
2025 Q3	$261K	Hold	9,362	–	–	0.16%	60
2025 Q2	$237K	Hold	9,362	–	–	0.15%	60
2025 Q1	$219K	Buy	9,362 +162	+2%	+$4.13K	0.14%	65
2024 Q4	$238K	Hold	9,200	–	–	0.16%	58
2024 Q3	$237K	Hold	9,200	–	–	0.15%	61
2024 Q2	$218K	Hold	9,200	–	–	0.15%	64
2024 Q1	$227K	Hold	9,200	–	–	0.17%	63
2023 Q4	$217K	Buy	+9,200	New	+$194K	0.17%	61

Other funds holding SCHA

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

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

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

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

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Pring Turner Capital Group's SCHA Position: Q1 2026 in Review

Pring Turner Capital Group held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q1 2026 at 9,362 shares worth $267K. The position accounts for 0.16% of the portfolio, ranked #59.

Pring Turner Capital Group first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Pring Turner Capital Group held 9,362 shares of Schwab U.S Small- Cap ETF worth $267K as of Q1 2026.
Pring Turner Capital Group left its Schwab U.S Small- Cap ETF share count unchanged in Q1 2026.
Schwab U.S Small- Cap ETF made up 0.16% of Pring Turner Capital Group's portfolio in Q1 2026, its #59 holding.
Pring Turner Capital Group first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Pring Turner Capital Group's 13F filing for Q1 2026, filed 13 May 2026.