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Retirement Planning Group (Kansas)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Retirement Planning Group (Kansas)’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 		$517K Sell
17,785
-393
-2% -$11.8K 0.02% 290
2025
Q4 		$518K Buy
18,178
+404
+2% +$11.4K 0.02% 266
2025
Q3 		$496K Sell
17,774
-196
-1% -$5.24K 0.02% 269
2025
Q2 		$455K Buy
17,970
+428
+2% +$10.1K 0.02% 217
2025
Q1 		$411K Buy
+17,542
New +$447K 0.02% 212
2024
Q4 		– Sell
-24,450
Closed -$630K – 285
2024
Q3 		$630K Buy
+24,450
New +$607K 0.03% 162
2022
Q2 		– Sell
-15,660
Closed -$371K – 128
2022
Q1 		$371K Sell
15,660
-1,728
-10% -$40.8K 0.04% 81
2021
Q4 		$445K Buy
17,388
+5,500
+46% +$142K 0.04% 74
2021
Q3 		$297K Sell
11,888
-19,128
-62% -$486K 0.03% 74
2021
Q2 		$808K Buy
+31,016
New +$793K 0.09% 48
2014
Q3 		– Sell
-16,904
Closed -$232K – 68
2014
Q2 		$232K Buy
16,904
+1,196
+8% +$15.8K 0.07% 61
2014
Q1 		$210K Sell
15,708
-2,796
-15% -$37K 0.07% 66
2013
Q4 		$243K Sell
18,504
-24,488
-57% -$308K 0.09% 62
2013
Q3 		$518K Buy
42,992
+5,024
+13% +$59K 0.19% 47
2013
Q2 		$418K Buy
+37,968
New +$412K 0.17% 53

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

Retirement Planning Group (Kansas)'s SCHA Position: Q1 2026 in Review

Retirement Planning Group (Kansas) reduced its Schwab U.S Small- Cap ETF (SCHA) stake by 2.2% in Q1 2026, selling an estimated $11.8K and leaving 17,785 shares worth $517K. The position accounts for 0.02% of the portfolio, ranked #290.

Retirement Planning Group (Kansas) first reported a position in SCHA in Q2 2013 and has held it in 15 quarters since. The position peaked at $808K in Q2 2021. 1,252 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Retirement Planning Group (Kansas) held 17,785 shares of Schwab U.S Small- Cap ETF worth $517K as of Q1 2026.
  • Retirement Planning Group (Kansas) sold 393 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $11.8K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #290 holding.
  • Retirement Planning Group (Kansas) first reported a position in Schwab U.S Small- Cap ETF in Q2 2013 and has held it in 15 quarters since.
  • Retirement Planning Group (Kansas)'s Schwab U.S Small- Cap ETF position peaked at $808K in Q2 2021.
  • 1,252 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.