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Promus Capital’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Promus Capital’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 		$75.3K Hold
2,700
– – 0.05% 129
2025
Q2 		$68.3K Hold
2,700
– – 0.04% 132
2025
Q1 		$63.3K Hold
2,700
– – 0.05% 131
2024
Q4 		$69.8K Buy
+2,700
New +$71.8K 0.05% 127

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

Promus Capital's SCHA Position: Q3 2025 in Review

Promus Capital held its Schwab U.S Small- Cap ETF (SCHA) position steady in Q3 2025 at 2,700 shares worth $75.3K. The position accounts for 0.05% of the portfolio, ranked #129.

Promus Capital first reported a position in SCHA in Q4 2024 and has held it in 4 quarters since. 1,166 funds tracked by Wall St. Rank hold SCHA as of Q3 2025.

  • Promus Capital held 2,700 shares of Schwab U.S Small- Cap ETF worth $75.3K as of Q3 2025.
  • Promus Capital left its Schwab U.S Small- Cap ETF share count unchanged in Q3 2025.
  • Schwab U.S Small- Cap ETF made up 0.05% of Promus Capital's portfolio in Q3 2025, its #129 holding.
  • Promus Capital first reported a position in Schwab U.S Small- Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 1,166 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.