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

Riversedge 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
2025
Q4 		– Sell
-157,191
Closed -$4.39M – 228
2025
Q3 		$4.39M Sell
157,191
-41,033
-21% -$1.1M 0.74% 24
2025
Q2 		$5.02M Sell
198,224
-94,821
-32% -$2.24M 0.98% 19
2025
Q1 		$6.87M Sell
293,045
-352,573
-55% -$8.99M 1.53% 16
2024
Q4 		$16.7M Sell
645,618
-5,150
-0.8% -$137K 3.77% 10
2024
Q3 		$16.8M Buy
650,768
+10,654
+2% +$265K 3.8% 11
2024
Q2 		$15.2M Sell
640,114
-13,658
-2% -$324K 3.7% 11
2024
Q1 		$16.1M Sell
653,772
-20,186
-3% -$473K 3.97% 8
2023
Q4 		$15.9M Buy
673,958
+121,090
+22% +$2.55M 4.36% 8
2023
Q3 		$11.4M Sell
552,868
-4,162
-0.7% -$91.3K 3.38% 11
2023
Q2 		$12.2M Buy
557,030
+73,790
+15% +$1.54M 3.35% 11
2023
Q1 		$10.1M Buy
483,240
+83,494
+21% +$1.79M 2.95% 11
2022
Q4 		$8.1M Buy
399,746
+10,226
+3% +$210K 2.62% 10
2022
Q3 		$7.36M Sell
389,520
-84,218
-18% -$1.76M 2.66% 10
2022
Q2 		$9.24M Buy
473,738
+26,826
+6% +$573K 3.43% 9
2022
Q1 		$10.6M Buy
446,912
+49,756
+13% +$1.17M 3.44% 8
2021
Q4 		$10.2M Buy
397,156
+18,620
+5% +$482K 3.22% 8
2021
Q3 		$9.47M Buy
378,536
+20,252
+6% +$514K 3.25% 8
2021
Q2 		$9.33M Buy
358,284
+2,336
+0.7% +$59.7K 3.41% 8
2021
Q1 		$8.87M Sell
355,948
-32,288
-8% -$794K 3.79% 8
2020
Q4 		$8.64M Buy
388,236
+6,820
+2% +$136K 4% 8
2020
Q3 		$6.51M Buy
381,416
+21,072
+6% +$363K 3.45% 9
2020
Q2 		$5.89M Buy
360,344
+142,844
+66% +$2.14M 3.44% 8
2020
Q1 		$2.8M Buy
217,500
+34,300
+19% +$583K 2.48% 11
2019
Q4 		$3.46M Buy
183,200
+20,908
+13% +$378K 4.1% 9
2019
Q3 		$2.74M Hold
162,292
– – 3.85% 9
2019
Q2 		$2.74M Buy
+162,292
New +$2.87M 3.85% 9

Other funds holding SCHA

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
RWM
RMG Wealth Management Platteville, Wisconsin $866M AUM 11.95% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

Riversedge Advisors's SCHA Position: Q4 2025 in Review

Riversedge Advisors sold out of Schwab U.S Small- Cap ETF (SCHA) in Q4 2025, closing a stake of 157,191 shares — an estimated $4.39M sold.

Riversedge Advisors first reported a position in SCHA in Q2 2019 and held it in 26 quarters. The position peaked at $16.8M in Q3 2024. 1,238 funds tracked by Wall St. Rank hold SCHA as of Q4 2025.

  • Riversedge Advisors reported no remaining Schwab U.S Small- Cap ETF position as of Q4 2025 after selling out during the quarter.
  • Riversedge Advisors sold 157,191 Schwab U.S Small- Cap ETF shares in Q4 2025, an estimated $4.39M.
  • Riversedge Advisors first reported a position in Schwab U.S Small- Cap ETF in Q2 2019 and held it in 26 quarters.
  • Riversedge Advisors's Schwab U.S Small- Cap ETF position peaked at $16.8M in Q3 2024.
  • 1,238 funds tracked by Wall St. Rank held Schwab U.S Small- Cap ETF as of Q4 2025.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.