RWA
SCHA icon

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

River Wealth 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 		– Sell
-8,060
Closed -$230K – 211
2025
Q4 		$230K Sell
8,060
-2,426
-23% -$68.5K 0.03% 195
2025
Q3 		$293K Buy
+10,486
New +$280K 0.03% 182
2025
Q2 		– Sell
-13,566
Closed -$318K – 205
2025
Q1 		$318K Sell
13,566
-3,688
-21% -$94K 0.04% 171
2024
Q4 		$446K Buy
17,254
+2,426
+16% +$64.5K 0.06% 158
2024
Q3 		$382K Buy
14,828
+162
+1% +$4.02K 0.05% 164
2024
Q2 		$348K Buy
14,666
+1,206
+9% +$28.6K 0.05% 165
2024
Q1 		$331K Sell
13,460
-1,646
-11% -$38.6K 0.05% 167
2023
Q4 		$357K Buy
15,106
+498
+3% +$10.5K 0.06% 161
2023
Q3 		$303K Sell
14,608
-40
-0.3% -$878 0.05% 172
2023
Q2 		$321K Buy
14,648
+1,480
+11% +$30.8K 0.05% 176
2023
Q1 		$276K Sell
13,168
-2,914
-18% -$62.6K 0.05% 180
2022
Q4 		$326K Buy
16,082
+3,870
+32% +$79.3K 0.06% 175
2022
Q3 		$231K Sell
12,212
-976
-7% -$20.4K 0.05% 186
2022
Q2 		$257K Buy
13,188
+3,100
+31% +$66.3K 0.05% 195
2022
Q1 		$239K Buy
10,088
+240
+2% +$5.67K 0.04% 208
2021
Q4 		$252K Sell
9,848
-4,172
-30% -$108K 0.04% 206
2021
Q3 		$351K Buy
14,020
+2,296
+20% +$58.3K 0.06% 174
2021
Q2 		$305K Buy
11,724
+1,372
+13% +$35.1K 0.05% 183
2021
Q1 		$258K Buy
+10,352
New +$255K 0.05% 193
2020
Q1 		– Sell
-13,248
Closed -$250K – 166
2019
Q4 		$250K Buy
13,248
+1,004
+8% +$18.2K 0.08% 150
2019
Q3 		$213K Buy
12,244
+784
+7% +$13.8K 0.08% 155
2019
Q2 		$205K Buy
+11,460
New +$203K 0.08% 160
2019
Q1 		– Sell
-12,828
Closed -$195K – 414
2018
Q4 		$195K Buy
12,828
+2,340
+22% +$39.5K 0.09% 152
2018
Q3 		$200K Buy
10,488
+1,880
+22% +$35.9K 0.07% 161
2018
Q2 		$158K Buy
+8,608
New +$156K 0.06% 177

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

River Wealth Advisors's SCHA Position: Q1 2026 in Review

River Wealth Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q1 2026, closing a stake of 8,060 shares — an estimated $230K sold.

River Wealth Advisors first reported a position in SCHA in Q2 2018 and held it in 25 quarters. The position peaked at $446K in Q4 2024. 1,251 funds tracked by Wall St. Rank hold SCHA as of Q1 2026.

  • River Wealth Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q1 2026 after selling out during the quarter.
  • River Wealth Advisors sold 8,060 Schwab U.S Small- Cap ETF shares in Q1 2026, an estimated $230K.
  • River Wealth Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2018 and held it in 25 quarters.
  • River Wealth Advisors's Schwab U.S Small- Cap ETF position peaked at $446K in Q4 2024.
  • 1,251 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.