RRWA
SCHA icon

Rainey & Randall Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Rainey & Randall Wealth Advisors’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 		$34.4M Sell
1,181,707
-8,111
-0.7% -$243K 5.58% 7
2025
Q4 		$33.9M Sell
1,189,818
-16,740
-1% -$473K 5.53% 7
2025
Q3 		$33.7M Sell
1,206,558
-15,604
-1% -$417K 5.62% 7
2025
Q2 		$30.9M Sell
1,222,162
-21,280
-2% -$503K 5.66% 7
2025
Q1 		$29.1M Sell
1,243,442
-2,734
-0.2% -$69.7K 5.7% 5
2024
Q4 		$32.2M Sell
1,246,176
-418,384
-25% -$11.1M 6.39% 5
2024
Q3 		$42.9M Sell
1,664,560
-46,544
-3% -$1.16M 9.2% 5
2024
Q2 		$40.7M Buy
1,711,104
+20,362
+1% +$483K 9.61% 5
2024
Q1 		$41.6M Buy
1,690,742
+25,588
+2% +$599K 9.73% 5
2023
Q4 		$39.3M Buy
1,665,154
+42,020
+3% +$886K 10.03% 5
2023
Q3 		$33.6M Buy
1,623,134
+122,996
+8% +$2.7M 9.71% 5
2023
Q2 		$32.9M Buy
1,500,138
+74,962
+5% +$1.56M 9.76% 5
2023
Q1 		$29.9M Buy
1,425,176
+90,590
+7% +$1.95M 9.58% 4
2022
Q4 		$27M Buy
1,334,586
+31,748
+2% +$651K 9.51% 4
2022
Q3 		$24.6M Buy
1,302,838
+181,628
+16% +$3.8M 9.51% 3
2022
Q2 		$21.9M Buy
1,121,210
+103,864
+10% +$2.22M 8.58% 3
2022
Q1 		$24.1M Buy
1,017,346
+113,826
+13% +$2.69M 8.72% 3
2021
Q4 		$23.1M Buy
903,520
+94,300
+12% +$2.44M 9.5% 3
2021
Q3 		$20.3M Buy
809,220
+37,892
+5% +$962K 9.67% 3
2021
Q2 		$20.1M Buy
771,328
+20,900
+3% +$534K 9.83% 4
2021
Q1 		$18.7M Buy
750,428
+38,316
+5% +$942K 10.09% 4
2020
Q4 		$15.8M Buy
712,112
+20,816
+3% +$414K 9.41% 4
2020
Q3 		$11.8M Buy
691,296
+9,760
+1% +$168K 8.13% 6
2020
Q2 		$11.1M Buy
681,536
+34,316
+5% +$514K 12.93% 5
2020
Q1 		$8.34M Sell
647,220
-20,428
-3% -$347K 13.05% 4
2019
Q4 		$12.6M Sell
667,648
-5,344
-0.8% -$96.7K 11.15% 4
2019
Q3 		$11.7M Sell
672,992
-2,456
-0.4% -$43.4K 11.66% 4
2019
Q2 		$12.1M Buy
675,448
+12,100
+2% +$214K 11.24% 3
2019
Q1 		$11.6M Buy
663,348
+4,024
+0.6% +$68.9K 8.15% 4
2018
Q4 		$10M Sell
659,324
-289,992
-31% -$4.9M 7.92% 4
2018
Q3 		$18.1M Buy
949,316
+7,240
+0.8% +$138K 12.83% 2
2018
Q2 		$17.3M Buy
942,076
+22,856
+2% +$414K 20.91% 1
2018
Q1 		$15.9M Buy
919,220
+206,136
+29% +$3.63M 12.39% 2
2017
Q4 		$12.4M Buy
+713,084
New +$12.2M 10.77% 2

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

Rainey & Randall Wealth Advisors's SCHA Position: Q1 2026 in Review

Rainey & Randall Wealth Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 0.68% in Q1 2026, selling an estimated $243K and leaving 1,181,707 shares worth $34.4M. The position accounts for 5.58% of the portfolio, ranked #7.

Rainey & Randall Wealth Advisors first reported a position in SCHA in Q4 2017 and has held it in 34 quarters since. The position peaked at $42.9M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Rainey & Randall Wealth Advisors held 1,181,707 shares of Schwab U.S Small- Cap ETF worth $34.4M as of Q1 2026.
  • Rainey & Randall Wealth Advisors sold 8,111 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $243K.
  • Schwab U.S Small- Cap ETF made up 5.58% of Rainey & Randall Wealth Advisors's portfolio in Q1 2026, its #7 holding.
  • Rainey & Randall Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2017 and has held it in 34 quarters since.
  • Rainey & Randall Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $42.9M in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Rainey & Randall Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.