Private Wealth Asset Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Private Wealth Asset Management’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	$164K	Buy	5,634 +1,247	+28%	+$37.4K	0.02%	284
2025 Q4	$125K	Buy	4,387 +4,165	+1,876%	+$118K	0.01%	304
2025 Q3	$6.19K	Sell	222 -426	-66%	-$11.4K	﹤0.01%	734
2025 Q2	$16.4K	Buy	+648	New	+$15.3K	﹤0.01%	571

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

Private Wealth Asset Management's SCHA Position: Q1 2026 in Review

Private Wealth Asset Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 28% in Q1 2026, buying an estimated $37.4K and bringing the position to 5,634 shares worth $164K. The position accounts for 0.02% of the portfolio, ranked #284.

Private Wealth Asset Management first reported a position in SCHA in Q2 2025 and has held it in 4 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

Private Wealth Asset Management held 5,634 shares of Schwab U.S Small- Cap ETF worth $164K as of Q1 2026.
Private Wealth Asset Management bought 1,247 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $37.4K.
Schwab U.S Small- Cap ETF made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #284 holding.
Private Wealth Asset Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 4 quarters since.
1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.