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

Ritholtz 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 		$868K Buy
29,840
+12,629
+73% +$379K 0.02% 591
2025
Q4 		$490K Buy
17,211
+4,566
+36% +$129K 0.01% 725
2025
Q3 		$353K Sell
12,645
-740
-6% -$19.8K 0.01% 789
2025
Q2 		$339K Buy
+13,385
New +$316K 0.01% 761

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

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

Ritholtz Wealth Management increased its Schwab U.S Small- Cap ETF (SCHA) stake by 73% in Q1 2026, buying an estimated $379K and bringing the position to 29,840 shares worth $868K. The position accounts for 0.02% of the portfolio, ranked #591.

Ritholtz Wealth Management first reported a position in SCHA in Q2 2025 and has held it in 4 quarters since. 1,250 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • Ritholtz Wealth Management held 29,840 shares of Schwab U.S Small- Cap ETF worth $868K as of Q1 2026.
  • Ritholtz Wealth Management bought 12,629 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $379K.
  • Schwab U.S Small- Cap ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #591 holding.
  • Ritholtz Wealth Management first reported a position in Schwab U.S Small- Cap ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,250 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.