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

Quadcap Wealth 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 		$476K Buy
16,356
+700
+4% +$21K 0.05% 263
2025
Q4 		$446K Hold
15,656
– – 0.05% 282
2025
Q3 		$437K Hold
15,656
– – 0.05% 289
2025
Q2 		$396K Hold
15,656
– – 0.05% 283
2025
Q1 		$367K Sell
15,656
-9,231
-37% -$235K 0.05% 283
2024
Q4 		$644K Buy
24,887
+13,307
+115% +$354K 0.09% 203
2024
Q3 		$298K Sell
11,580
-14,606
-56% -$363K 0.05% 312
2024
Q2 		$621K Buy
26,186
+1,932
+8% +$45.8K 0.11% 202
2024
Q1 		$597K Sell
24,254
-376
-2% -$8.81K 0.14% 180
2023
Q4 		$582K Buy
+24,630
New +$519K 0.15% 181

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

Quadcap Wealth Management's SCHA Position: Q1 2026 in Review

Quadcap Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 4.5% in Q1 2026, buying an estimated $21K and bringing the position to 16,356 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #263.

Quadcap Wealth Management first reported a position in SCHA in Q4 2023 and has held it in 10 quarters since. The position peaked at $644K in Q4 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Quadcap Wealth Management held 16,356 shares of Schwab U.S Small- Cap ETF worth $476K as of Q1 2026.
  • Quadcap Wealth Management bought 700 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $21K.
  • Schwab U.S Small- Cap ETF made up 0.05% of Quadcap Wealth Management's portfolio in Q1 2026, its #263 holding.
  • Quadcap Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 10 quarters since.
  • Quadcap Wealth Management's Schwab U.S Small- Cap ETF position peaked at $644K in Q4 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Quadcap Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.