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

Rede Wealth’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 		$1.38M Buy
47,287
+3,857
+9% +$116K 0.49% 23
2025
Q4 		$1.24M Buy
+43,430
New +$1.23M 0.43% 25
2025
Q3 		– Sell
-44,749
Closed -$1.13M – 165
2025
Q2 		$1.13M Buy
44,749
+897
+2% +$21.2K 0.41% 26
2025
Q1 		$1.03M Buy
43,852
+2,020
+5% +$51.5K 0.36% 29
2024
Q4 		$1.08M Buy
41,832
+524
+1% +$13.9K 0.41% 26
2024
Q3 		$1.06M Sell
41,308
-484
-1% -$12K 0.41% 28
2024
Q2 		$992K Buy
41,792
+1,338
+3% +$31.7K 0.91% 26
2024
Q1 		$996K Buy
40,454
+8,276
+26% +$194K 0.42% 29
2023
Q4 		$760K Buy
+32,178
New +$678K 0.36% 33

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

Rede Wealth's SCHA Position: Q1 2026 in Review

Rede Wealth increased its Schwab U.S Small- Cap ETF (SCHA) stake by 8.9% in Q1 2026, buying an estimated $116K and bringing the position to 47,287 shares worth $1.38M. The position accounts for 0.49% of the portfolio, ranked #23.

Rede Wealth first reported a position in SCHA in Q4 2023 and has held it in 9 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Rede Wealth held 47,287 shares of Schwab U.S Small- Cap ETF worth $1.38M as of Q1 2026.
  • Rede Wealth bought 3,857 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $116K.
  • Schwab U.S Small- Cap ETF made up 0.49% of Rede Wealth's portfolio in Q1 2026, its #23 holding.
  • Rede Wealth first reported a position in Schwab U.S Small- Cap ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Rede Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.