Red Reef Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$763K Buy
26,226
+1,328
+5% +$39.8K 0.8% 39
2025
Q4
$709K Buy
+24,898
New +$703K 0.72% 52

Other funds holding SCHA

Red Reef Advisors's SCHA Position: Q1 2026 in Review

Red Reef Advisors increased its Schwab U.S Small- Cap ETF (SCHA) stake by 5.3% in Q1 2026, buying an estimated $39.8K and bringing the position to 26,226 shares worth $763K. The position accounts for 0.8% of the portfolio, ranked #39.

Red Reef Advisors first reported a position in SCHA in Q4 2025 and has held it in 2 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Red Reef Advisors held 26,226 shares of Schwab U.S Small- Cap ETF worth $763K as of Q1 2026.
  • Red Reef Advisors bought 1,328 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $39.8K.
  • Schwab U.S Small- Cap ETF made up 0.8% of Red Reef Advisors's portfolio in Q1 2026, its #39 holding.
  • Red Reef Advisors first reported a position in Schwab U.S Small- Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Red Reef Advisors's 13F filing for Q1 2026, filed 12 May 2026.