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Regal Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Regal Investment 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 		$230K Sell
7,897
-1,718
-18% -$51.5K 0.01% 597
2025
Q4 		$274K Buy
9,615
+164
+2% +$4.63K 0.02% 525
2025
Q3 		$264K Buy
+9,451
New +$253K 0.02% 488
2025
Q2 		– Sell
-12,349
Closed -$289K – 502
2025
Q1 		$289K Sell
12,349
-446
-3% -$11.4K 0.02% 409
2024
Q4 		$331K Sell
12,795
-28,353
-69% -$754K 0.02% 390
2024
Q3 		$1.06M Buy
41,148
+2,476
+6% +$61.5K 0.07% 238
2024
Q2 		$917K Buy
38,672
+3,722
+11% +$88.2K 0.06% 265
2024
Q1 		$860K Buy
34,950
+11,168
+47% +$262K 0.06% 264
2023
Q4 		$562K Buy
23,782
+5,472
+30% +$115K 0.04% 305
2023
Q3 		$379K Buy
18,310
+7,458
+69% +$164K 0.03% 341
2023
Q2 		$238K Buy
+10,852
New +$226K 0.02% 450
2015
Q4 		– Sell
-492
Closed -$6K – 761
2015
Q3 		$6K Hold
492
– – ﹤0.01% 786
2015
Q2 		$7K Sell
492
-80
-14% -$1.16K ﹤0.01% 710
2015
Q1 		$8K Buy
+572
New +$7.99K ﹤0.01% 736
2013
Q3 		– Sell
-15,796
Closed -$174K – 923
2013
Q2 		$174K Buy
+15,796
New +$171K 0.1% 164

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

Regal Investment Advisors's SCHA Position: Q1 2026 in Review

Regal Investment Advisors reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 18% in Q1 2026, selling an estimated $51.5K and leaving 7,897 shares worth $230K. The position accounts for 0.01% of the portfolio, ranked #597.

Regal Investment Advisors first reported a position in SCHA in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.06M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Regal Investment Advisors held 7,897 shares of Schwab U.S Small- Cap ETF worth $230K as of Q1 2026.
  • Regal Investment Advisors sold 1,718 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $51.5K.
  • Schwab U.S Small- Cap ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #597 holding.
  • Regal Investment Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 15 quarters since.
  • Regal Investment Advisors's Schwab U.S Small- Cap ETF position peaked at $1.06M in Q3 2024.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.