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

Raleigh Capital 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
2025
Q2 		– Sell
-140
Closed -$3.28K – 687
2025
Q1 		$3.28K Sell
140
-3,016
-96% -$76.9K ﹤0.01% 386
2024
Q4 		$81.6K Buy
3,156
+18
+0.6% +$479 0.03% 270
2024
Q3 		$80.8K Buy
3,138
+284
+10% +$7.05K 0.03% 271
2024
Q2 		$67.7K Hold
2,854
– – 0.03% 273
2024
Q1 		$70.3K Buy
2,854
+42
+1% +$984 0.03% 264
2023
Q4 		$66.4K Sell
2,812
-18
-0.6% -$379 0.03% 253
2023
Q3 		$58.6K Buy
2,830
+10
+0.4% +$219 0.03% 237
2023
Q2 		$61.8K Buy
2,820
+10
+0.4% +$208 0.03% 227
2023
Q1 		$58.9K Sell
2,810
-362
-11% -$7.78K 0.03% 239
2022
Q4 		$64.3K Buy
3,172
+3,140
+9,813% +$64.3K 0.03% 231
2022
Q3 		$1K Hold
32
– – ﹤0.01% 772
2022
Q2 		$1K Sell
32
-1,196
-97% -$25.6K ﹤0.01% 589
2022
Q1 		$29K Buy
1,228
+32
+3% +$755 0.02% 276
2021
Q4 		$31K Buy
+1,196
New +$30.9K 0.03% 151

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

Raleigh Capital Management's SCHA Position: Q2 2025 in Review

Raleigh Capital Management sold out of Schwab U.S Small- Cap ETF (SCHA) in Q2 2025, closing a stake of 140 shares — an estimated $3.28K sold.

Raleigh Capital Management first reported a position in SCHA in Q4 2021 and held it in 14 quarters. The position peaked at $81.6K in Q4 2024. 1,137 funds tracked by Wall St. Rank hold SCHA as of Q2 2025.

  • Raleigh Capital Management reported no remaining Schwab U.S Small- Cap ETF position as of Q2 2025 after selling out during the quarter.
  • Raleigh Capital Management sold 140 Schwab U.S Small- Cap ETF shares in Q2 2025, an estimated $3.28K.
  • Raleigh Capital Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2021 and held it in 14 quarters.
  • Raleigh Capital Management's Schwab U.S Small- Cap ETF position peaked at $81.6K in Q4 2024.
  • 1,137 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q2 2025.

Based on Raleigh Capital Management's 13F filing for Q2 2025, filed 17 Jul 2025.