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

RBA 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 		$363K Sell
12,494
-165
-1% -$4.95K 0.13% 75
2025
Q4 		$361K Buy
12,659
+414
+3% +$11.7K 0.12% 73
2025
Q3 		$342K Buy
12,245
+279
+2% +$7.46K 0.12% 75
2025
Q2 		$303K Buy
11,966
+642
+6% +$15.2K 0.11% 80
2025
Q1 		$265K Buy
11,324
+155
+1% +$3.95K 0.11% 80
2024
Q4 		$289K Sell
11,169
-571
-5% -$15.2K 0.11% 77
2024
Q3 		$302K Sell
11,740
-36
-0.3% -$894 0.12% 72
2024
Q2 		$279K Buy
11,776
+660
+6% +$15.6K 0.11% 77
2024
Q1 		$274K Buy
11,116
+322
+3% +$7.54K 0.11% 79
2023
Q4 		$255K Buy
10,794
+266
+3% +$5.61K 0.11% 79
2023
Q3 		$218K Buy
10,528
+118
+1% +$2.59K 0.1% 82
2023
Q2 		$228K Sell
10,410
-1,240
-11% -$25.8K 0.11% 86
2023
Q1 		$244K Buy
11,650
+1,760
+18% +$37.8K 0.12% 81
2022
Q4 		$200K Buy
+9,890
New +$203K 0.11% 88

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

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

RBA Wealth Management reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 1.3% in Q1 2026, selling an estimated $4.95K and leaving 12,494 shares worth $363K. The position accounts for 0.13% of the portfolio, ranked #75.

RBA Wealth Management first reported a position in SCHA in Q4 2022 and has held it in 14 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • RBA Wealth Management held 12,494 shares of Schwab U.S Small- Cap ETF worth $363K as of Q1 2026.
  • RBA Wealth Management sold 165 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $4.95K.
  • Schwab U.S Small- Cap ETF made up 0.13% of RBA Wealth Management's portfolio in Q1 2026, its #75 holding.
  • RBA Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on RBA Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.